CF Industries Holdings Inc
Latest CF Industries Holdings Inc News and Updates
Stocks & Markets
Russia-Ukraine Tension Could Worsen Global Fertilizer ShortageThe number of companies in the fertilizer market is low, but these stocks have seen significant price increases. What are the top fertilizer stocks?
Company & Industry Overviews
Why the U.K. Is Experiencing a CO2 Shortage, Impact on Food SupplyGas prices are rising, plants are shutting down, and food-grade CO2 is becoming harder to come by. How did we get here, and what are the side effects?
How Mosaic’s Phosphate Prices Fared in 2Q16
Phosphate fertilizer prices are key to Mosaic’s (MOS) Phosphate segment’s sales, earnings, and stock price.
Tracking Urea Price Movement during the Week Ending April 22
In 2013, about 54% of global ammonia was upgraded to urea, according to FERTECON. But urea prices have rebounded from their lows at the beginning of 2016.
Is This Why CF’s Stock Has Rallied?
Like CF Industries’ (CF) sales, its margins are also expected to expand YoY (year-over-year) in Q2 2018 and the next four quarters.
Did Capacity Shutdowns in China Impact Urea Prices?
For the week ending October 28, the overall movement in urea prices was flat to positive. Granular urea prices rose 6.6% to $211 per metric ton in China.
Analysts’ Ratings and the Next-12-Month Price Target for Mosaic
Of the 22 analysts surveyed, about 32% of them gave Mosaic (MOS) a “buy” rating. About 41% of analysts issued a “hold” rating, and only 27% issued a “sell” rating.
Fertilizer Stocks and Commodity Prices: Week Ending March 24
The week ending March 24, 2017, was broadly negative for agricultural fertilizer stocks. The VanEck Vectors Agribusiness ETF (MOO) fell 0.98%.
How Did Fertilizer Stocks Perform in the Week Ended September 23?
Last week was mostly negative for agricultural fertilizer (FXZ) stocks. However, the VanEck Vectors Agribusiness ETF (MOO) ended the week in positive territory.
How Much Demand Will There Be for Nitrogen in the Near Term?
According to CF Industries, nitrogen prices could remain under pressure as new capacities come online in 2017. However, the company believes that things should improve in 2018.
Why industry capacity changes also affect urea prices and profits
Generally, a capacity increase tends to lag demand growth, as producers like to see a stronger market before making significant investments.
Analysts’ Price Target and Recommendations for FMC Corporation
Like Monsanto (MON), FMC Corporation (FMC) is in the business of crop protection products. The majority of FMC’s sales come from its Agricultural Solutions segment.
Volatility: Risks and Rewards Go Hand in Hand
The Sharpe ratio is calculated using standard deviation as its volatility measure.
Capital Expenditure Expectations for CF Industries in 2Q17
CF Industries (CF) is expected to see a significant reduction in its capital expenditure (or capex) year-over-year (or YoY) in 2Q17 and for the next four quarters.
Fertilizer Affordability Pressure Eased Last Week
While the Fertilizer Affordability Index was below one, it’s still higher compared to the average levels observed since January 2016.
An Update on the PotashCorp-Agrium Merger
On September 12, 2016, PotashCorp and Agrium announced their intention to combine in a merger of equals. But China and India have set conditions.
Why Ammonia Prices Will Benefit Phosphate Producers
The average price of ammonia for the week ending March 11 stood at $310 per metric ton, remaining unchanged from the previous week.
Fertilizers Were Affordable for the Week Ending June 23
According to the Fertilizer Affordability Index, 2017 has been one of the most affordable years for fertilizers. Mosaic issues the index.
CF Industries: A Good Fit for Top 10 Agricultural Chemicals List?
Over the past ten-year period, CF Industries has risen 186.0% and significantly outperformed the S&P 500 Index’s rise of 69.2% over the same period.
Fertilizers Were More Affordable in Week Ended November 25
For the week ending November 25, fertilizer affordability fell to 0.65x from 0.66x week-over-week.
History’s Not on POT’s Side when It Comes to Earnings Growth
When we look at the past five quarters, we see that PotashCorp has missed all its earnings estimates.
CF’s 3Q16 Sales Estimate Shows a Common Trend in the Industry
CF Industries’ (CF) sales segment includes UAN (urea ammonia nitrate), AN (ammonia nitrate), ammonia, and granular urea.
Fertilizers Were Less Affordable Last Week
Last week, fertilizer affordability rose to 0.66x from 0.65x week-over-week. A ratio below one means that fertilizers are more affordable than during the base year.
Why the Fertilizer Affordability Index Was Lower Last Week
The Fertilizer Affordability Index has shown a downward trend since the beginning of the year. Fertilizers have become more affordable in 2017.
Analysts’ Recommendations and Price Target for CF Industries
On March 13, 2017, five of the 18 analysts covering CF Industries (CF) recommended a “strong buy” to a “buy” for the next 12 months, down from six analysts in February.
How China’s Fertilizer Export Sector Is Changing
China is the largest consumer of nitrogen fertilizers, but it produces most of it within its borders. Urea is Chinese farmers’ top choice.
Why CVR Partners Missed Analyst Estimates in Second Quarter
CVR Partners missed both top-line and bottom-line estimates for the second quarter, and the stock fell 4.5% after the earnings release.
Are Rising Prices Affecting Fertilizer Affordability?
Recently, the Fertilizer Affordability Index has seen an upward trend.
Fertilizer Affordability Remains Stable amid Strengthening Prices
Fertilizer affordability has seen some tightening in the last couple of months.
2 key things that set the floor and ceiling for urea prices
Without an understanding of factors that affect crop prices, it would be difficult to formulate a view on future crop prices and demand for nitrogenous fertilizers.
Company & Industry Overviews
Who Are the Biggest Players in the Fertilizer Industry?
There’s a handful of big players in the agricultural fertilizer industry. Setting up business requires huge capital, which makes for a high barrier to entry.
Which Analysts Are Bullish on Nutrien in January 2018?
At the end of 2017, after receiving final regulatory approval for the merger, PotashCorp and Agrium combined into a new company called Nutrien (NTR).
Analysts’ Recommendations and Price Target for SQM
Sociedad Química y Minera de Chile (SQM) has yet to announce its earnings, unlike most of the companies we’ve discussed so far in this series.
Company & Industry Overviews
Will Potash Prices Continue to Fall in 2016?
Potash prices over the past few years have been considerably lower than what we saw during their peaks of ~$482 in 2011 and ~$870 in 2009.
Corn, Soybean, and Wheat Prices Fall in August, but Why?
On August 13, the crop index stood at 89.9. It rose by 1% following the USDA’s latest stock-to-use ratio, which was published on August 12.
How Valuation Multiples Have Changed for Fertilizer Companies
Mosaic (MOS), which has historically traded at a high valuation multiple of 9.2x, is currently trading at an enterprise value to next 12-month EBITDA ratio of 5.7x.
Potash Prices for the Week Ended September 23
Potash prices in the Corn Belt region of the United States appear to still be reversing their downward movement.
What Analysts Recommend for Intrepid Potash ahead of 3Q16 Earnings
Intrepid Potash (IPI) is nearing $1 per share, which means that only a few analysts are covering the stock.
Fertilizer Affordability Index Update for October 6
The Fertilizer Affordability Index kept trending lower last week, continuing its two-week streak.
Why Ammonia Prices Are Falling
The average price of ammonia for the week ending March 4, 2016, stood at $310 per metric ton compared to $311 per metric ton a week ago.
Urea Prices Continued to Rise in the Week Ending October 13
On average, granular urea prices were flat to positive week-over-week. In NOLA (New Orleans), granular urea prices rose as much as 3.5% week-over-week.
Fertilizer Affordability Didn’t Change Last Week
Last week, the Fertilizer Affordability Index remained unchanged at 0.65x week-over-week. Fertilizers are more affordable than during the base year.
Essential fertilizer trends: The importance of Brent oil prices
Why oil affects fertilizer price In a competitive industry like nitrogenous fertilizer, the marginal producer’s cost sets the floor for the industry. These producers are the most expensive manufacturers to supply the product at that point in time. When the marginal producer’s cost rises, so does the industry’s. On the the other hand, falling costs […]
Key inputs and processes of nitrogenous fertilizer production
The importance of costs Understanding how fertilizers are produced is an important part of investing. What companies buy and what they pay for will be their costs. When costs are rising, they can have a negative impact on earnings and cash flow if the industry can’t pass them on to buyers. Conversely, when costs are falling, […]
The relationship between ammonia and Brent oil hasn’t returned
In a competitive industry like the nitrogenous fertilizer industry, the marginal producer’s cost sets the industry floor.
Natural Gas Prices for Fertilizer: Week Ended December 8
According to the EIA (U.S Energy Information Administration), natural gas prices were broadly mixed from November 29 to December 6, 2017.
Why coal prices affect global urea fertilizer producers like CF
This series covers key trends that are currently affecting coal and natural gas prices and, consequently, nitrogen fertilizer producers as well.
Must-know: Why US fertilizer companies offer a key advantage
The United States is one of the largest producers of agricultural products in the world, but it’s not a key producer of nitrogen fertilizers.
An investor’s guide to nitrogen fertilizers: Key 2014 drivers
Nitrogen is an important nutrient for crop development and growth. It’s also the most important input that allows farmers to feed billions of people in the world.
Monoammonium Phosphate Prices and Mosaic’s Views on Brazil
Like DAP (diammonium phosphate) prices last week, MAP (monoammonium phosphate) prices were broadly flat to positive WoW (week-over-week) but stayed higher YoY (year-over-year).