U.S. Fertilizer Stocks Fall With Iran Ceasefire Set to Unlock Middle East Shipments

Dow Jones04-08

By Nicholas G. Miller

Shares of U.S. fertilizer companies fell Wednesday after the U.S. and Iran agreed to a ceasefire that could free up fertilizer shipments from the Middle East.

CF Industries sank 11%, Intrepid Potash slipped 5.9%. Mosaic fell 4.2%.

The Middle East fighting had cut off a large portion of the world's supply of ammonia, urea, sulfur and phosphates. It also blocked roughly 20% of the supply of liquefied natural gas, upon which fertilizer makers in Europe and elsewhere rely.

That led fertilizer prices to surge. It also drove investors to bet that American fertilizer makers would take market share from Middle East producers and expand their profit margins thanks to access to cheaper natural gas than overseas competitors.

But President Trump said Tuesday he agreed to suspend attacks on Iran for two weeks subject to the immediate reopening of the Strait of Hormuz, potentially allowing fertilizer shipments to resume.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

April 08, 2026 09:00 ET (13:00 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2625090941?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-08 21:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2625090941","market":"sg","top_or_hot":-1,"title":"U.S. Fertilizer Stocks Fall With Iran Ceasefire Set to Unlock Middle East Shipments","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nicholas G. Miller \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Shares of U.S. fertilizer companies fell Wednesday after the U.S. and Iran agreed to a ceasefire that could free up fertilizer shipments from the Middle East. \n</p>\n<p>\n  CF Industries sank 11%, <a href=\"https://laohu8.com/S/IPI\">Intrepid Potash</a> slipped 5.9%. Mosaic fell 4.2%. \n</p>\n<p>\n  The Middle East fighting had cut off a large portion of the world's supply of ammonia, urea, sulfur and phosphates. It also blocked roughly 20% of the supply of liquefied natural gas, upon which fertilizer makers in Europe and elsewhere rely. \n</p>\n<p>\n  That led fertilizer prices to surge. It also drove investors to bet that American fertilizer makers would take market share from Middle East producers and expand their profit margins thanks to access to cheaper natural gas than overseas competitors. \n</p>\n<p>\n  But President Trump said Tuesday he agreed to suspend attacks on Iran for two weeks subject to the immediate reopening of the Strait of Hormuz, potentially allowing fertilizer shipments to resume. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Write to Nicholas G. Miller at nicholas.miller@wsj.com. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2026 09:00 ET (13:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Fertilizer Stocks Fall With Iran Ceasefire Set to Unlock Middle East Shipments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Fertilizer Stocks Fall With Iran Ceasefire Set to Unlock Middle East Shipments\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-08 21:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nicholas G. Miller \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Shares of U.S. fertilizer companies fell Wednesday after the U.S. and Iran agreed to a ceasefire that could free up fertilizer shipments from the Middle East. \n</p>\n<p>\n  CF Industries sank 11%, <a href=\"https://laohu8.com/S/IPI\">Intrepid Potash</a> slipped 5.9%. Mosaic fell 4.2%. \n</p>\n<p>\n  The Middle East fighting had cut off a large portion of the world's supply of ammonia, urea, sulfur and phosphates. It also blocked roughly 20% of the supply of liquefied natural gas, upon which fertilizer makers in Europe and elsewhere rely. \n</p>\n<p>\n  That led fertilizer prices to surge. It also drove investors to bet that American fertilizer makers would take market share from Middle East producers and expand their profit margins thanks to access to cheaper natural gas than overseas competitors. \n</p>\n<p>\n  But President Trump said Tuesday he agreed to suspend attacks on Iran for two weeks subject to the immediate reopening of the Strait of Hormuz, potentially allowing fertilizer shipments to resume. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Write to Nicholas G. Miller at nicholas.miller@wsj.com. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2026 09:00 ET (13:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2625090941","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625090941","pubTimestamp":1775653200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Shares of U.S. fertilizer companies fell Wednesday after the U.S. and Iran agreed to a ceasefire that could free up fertilizer shipments from the Middle East.CF Industries sank 11%, Intrepid Potash slipped 5.9%. Mosaic fell 4.2%.The Middle East fighting had cut off a large portion of the world's supply of ammonia, urea, sulfur and phosphates. It also blocked roughly 20% of the supply of liquefied natural gas, upon which fertilizer makers in Europe and elsewhere rely.That led fertilizer prices to surge. It also drove investors to bet that American fertilizer makers would take market share from Middle East producers and expand their profit margins thanks to access to cheaper natural gas than overseas competitors.But President Trump said Tuesday he agreed to suspend attacks on Iran for two weeks subject to the immediate reopening of the Strait of Hormuz, potentially allowing fertilizer shipments to resume.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","ERX":"二倍做多能源ETF-Direxion","CF":"CF工业","VDE":"Vanguard Energy ETF","LU0630314457.HKD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (HKD) ACC","MOS":"美国美盛","IPI":"Intrepid Potash","LU2380233275.USD":"SCHRODER ISF GLOBAL SUSTAINABLE FOOD AND WATER \"A\" (USD) ACC","LU0345780950.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) ACC","BK4093":"化肥与农用药剂","BK4588":"碎股","LU0345781412.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) INC"},"translate_title":"伊朗停火将释放中东运输，美国化肥库存下跌","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MOS":0.9,"IPI":0.9,"VDE":0.65,"CF":0.9,"ERX":0.65},"content_text":"By Nicholas G. Miller \n\n\n \n\n\n  Shares of U.S. fertilizer companies fell Wednesday after the U.S. and Iran agreed to a ceasefire that could free up fertilizer shipments from the Middle East. \n\n\n  CF Industries sank 11%, Intrepid Potash slipped 5.9%. Mosaic fell 4.2%. \n\n\n  The Middle East fighting had cut off a large portion of the world's supply of ammonia, urea, sulfur and phosphates. It also blocked roughly 20% of the supply of liquefied natural gas, upon which fertilizer makers in Europe and elsewhere rely. \n\n\n  That led fertilizer prices to surge. It also drove investors to bet that American fertilizer makers would take market share from Middle East producers and expand their profit margins thanks to access to cheaper natural gas than overseas competitors. \n\n\n  But President Trump said Tuesday he agreed to suspend attacks on Iran for two weeks subject to the immediate reopening of the Strait of Hormuz, potentially allowing fertilizer shipments to resume. \n\n\n \n\n\n  Write to Nicholas G. Miller at nicholas.miller@wsj.com. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 08, 2026 09:00 ET (13:00 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2625090941","isCrawlerRequest":true}