Terra Nitrogen Co LP

Most Recent

  • uploads///AdobeStock_
    Basic Materials

    Sales Drivers and What to Expect for Fertilizer Companies

    The world has a problem that’s actually good for the fertilizer industry. This is the world’s population, which is ever-growing, as is food consumption.

    By Adam Jones
  • uploads///tuscany _
    Basic Materials

    Fertilizer Update for the Week Ending March 30

    CF Industries emerged as the biggest gainer last week and rose as much as 1.0% to $37.7. Most fertilizer stocks continue to deliver losses YTD.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Fell Last Week, Remain Higher in 2018

    On average, urea prices in the Middle East fell as much as 4% week-over-week to $237 per metric ton from $247 per metric ton a week ago.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    Fertilizer Affordability Improves in the Week Ended March 16

    Fertilizer affordability tracks how the prices of key NPK fertilizers moved in comparison with the key fertilizer-consuming crops such as corn, soybean, and wheat.

    By Adam Jones
  • uploads///Nitrogen Gross Margins in Q
    Basic Materials

    How Nitrogen Margins for Fertilizer Companies Trended in 4Q17

    In the recent quarters, fertilizer companies (MOO) have rationalized their output and costs to sustain the downward momentum in fertilizer prices that seemed to keep going down.

    By Adam Jones
  • uploads///Average Realized Prices For Urea Ammonia and UAN
    Basic Materials

    Comparing Producers’ Nitrogen Fertilizer Realized Prices in 4Q17

    For years, nitrogen prices have been trending lower, but in 4Q17, ammonia, urea, and UAN (urea ammonium nitrate) realized prices finally improved.

    By Adam Jones
  • uploads///Median Nitrogen Shipment Growth
    Basic Materials

    How Nitrogen Shipments of These Fertilizer Companies Trended

    In 4Q17, the overall nitrogen shipments of the five companies discussed below moved lower year-over-year.

    By Adam Jones
  • uploads///agriculture _
    Basic Materials

    4Q Earnings Analysis: How These 8 Fertilizer Companies Stacked Up

    With the 4Q17 earnings season behind us, it’s time to take a closer look at how fertilizer companies (MOO) performed in the recent quarter.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Rose Last Week

    Urea prices for the standard grade in the NOLA (New Orleans) region of the US and in Egypt saw the steepest weekly change last week.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    How the Fertilizer Affordability Index Trended Last Week

    Last week, the Fertilizer Affordability Index was unchanged week-over-week at 0.7x.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Price Update for the Week Ending February 16

    Last week, urea price movements were broadly positive with prices in the Middle East experiencing strong gains week-over-week.

    By Adam Jones
  • uploads///fruit _
    Basic Materials

    How Fertilizer Prices Moved in Week Ending February 16

    CVR Partners (UAN) emerged as the top gainer among fertilizer stocks with a 6.7% rise last week to close at $3.18 per share.

    By Adam Jones
  • uploads///Gross Margin Per Product Ton
    Basic Materials

    How CF Industries’ Per-Ton Margins Performed in 4Q17

    CF’s Ammonia segment’s gross margin per ton expanded from $1.00 per metric ton to $36.00 per metric ton.

    By Adam Jones
  • uploads///CFs Shipments by Segments
    Basic Materials

    How CF Industries’ Shipments Grew in 4Q17

    During 4Q17, CF Industries’ Ammonia segment grew 58.0% year-over-year to 1.2 million metric tons.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    Fertilizer Affordability Update for the Week Ending January 26

    Last week, the fertilizer affordability showed some positive momentum week-over-week.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    How Natural Gas Prices Performed Last Week

    Lately, natural gas prices have experienced high volatility primarily due to the swing in weather in North America.

    By Adam Jones
  • uploads///SMGs Margins in Q versus Q
    Basic Materials

    What Scotts Miracle-Gro Could Gain from Tax Cuts

    SMG said it intends to pass on the benefits from tax savings to its employees by increasing salaries and through other programs.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    Fertilizer Affordability Remains Stable amid Strengthening Prices

    Fertilizer affordability has seen some tightening in the last couple of months.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    How Natural Gas Prices Trended Last Week

    In the week ending January 19, natural gas prices at Henry Hub remained elevated with the prices peaking at $5.46 per MMBtu (million British thermal units) on January 16, 2018.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Fell Last Week

    Nitrogen fertilizer prices remained volatile on the back of the volatility in the input prices of natural gas.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended January
    Basic Materials

    How Fertilizer Prices Moved Last Week

    In the week ending January 19, the VanEck Vectors Agribusiness ETF (MOO) rose 1%, and the broader market S&P 500 (SPY) also ended in positive territory with a gain of 1.2%.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Natural Gas Prices for the Week Ending January 12

    Natural gas is one of the critical input materials needed for nitrogen and some phosphate-based fertilizers.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Were Positive Last Week, Remain a Concern

    Urea is sold in the granular and prilled variety. In the week ending January 12, granular urea prices were broadly flat to positive week-over-week.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    Are Rising Prices Affecting Fertilizer Affordability?

    Recently, the Fertilizer Affordability Index has seen an upward trend.

    By Adam Jones
  • uploads///DAP Prices
    Basic Materials

    DAP Prices Remained Strong in 1st Week of 2018

    For the week ending January 5, 2018, DAP (diammonium phosphate) global prices at most locations were flat to positive with the exception of Saudi Arabia.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Why Natural Gas Rose Sharply Last Week

    Natural gas is one of the key input components for gas-based nitrogen fertilizer producers (MOO)(MXI) such as CF Industries (CF), Terra Nitrogen (TNH), CVR Partners (UAN), and Nutrien (NTR).

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Saw Good Start to 2018

    In the week ending January 5, the prices for granular as well as prilled urea were broadly higher week-over-week.

    By Adam Jones
  • uploads///CFs Margins
    Basic Materials

    A Review of CF Industries’ Margins

    In the earlier parts of this series, we saw how CF Industries (CF) sales performed as a result of movements in fertilizer prices and shipment volumes.

    By Adam Jones
  • uploads///Shipment Volume Contribution by Segments
    Basic Materials

    Assessing the Shift in CF Industries’ Product Mix

    In the earlier part of this series, we discussed how shipments impacted CF Industries’ (CF) sales. From our analysis, it’s clear that a rise in selling prices remains the most important growth catalyst for the company.

    By Adam Jones
  • uploads///Nitrogen Supply
    Basic Materials

    What 2018 May Hold for Nitrogen Prices

    Nitrogen in 2018 Nitrogen prices remained weak for most of 2017, falling as much as 27% YoY (year-over-year). Ammonia, a fundamental nitrogen input, is further upgraded to nitrogen fertilizers such as urea and urea ammonium nitrate. Ammonia supply As shown in the above chart, ammonia capacity saw a net addition of five million metric tons, or […]

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Nitrogen Fertilizer Input Cost: Natural Gas Prices Fell Last Week

    For the week of December 6–13, 2017, natural gas spot prices at Henry Hub were broadly lower, according to the EIA.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    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.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended December
    Basic Materials

    Fertilizer Prices Update: Week Ended December 8

    CVR Partners (UAN) emerged as the top gainer last week, rising 17.4% week-over-week to close at $3.70. CF Industries (CF) followed, rising 4.4% to close at $39.30.

    By Adam Jones
  • uploads///Agribusiness Stock Performance From
    Basic Materials

    How Tax Bill Could Impact Agribusiness Stocks

    Since the Senate approval of the tax bill, the S&P 500 Index (SPY) is up by 48 basis points, and the VanEck Vectors Agribusiness ETF (MOO) is up by 74 basis points.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    What’s the Natural Gas Price Forecast?

    Henry Hub (MOO) natural gas prices saw a negative week-over-week trend, a continuation of the trend from the previous week.

    By Adam Jones
  • uploads///Nitrogen Supply
    Basic Materials

    PotashCorp’s Outlook on Nitrogen Supply, Demand, and Prices

    When we talk about nitrogen, China gets the most attention because of its large exports that have put downward pressure on prices in recent years.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    How Natural Gas Prices at Henry Hub Moved Last Week

    Last week, the average weekly natural gas prices were broadly lower week-over-week at the Henry Hub in the US (MOO).

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended November
    Basic Materials

    Key Fertilizer Updates for the Week Ending November 24

    Last week, Intrepid Potash (IPI) emerged as the top gainer in the industry with its stock closing 5.6% higher at $3.78.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Natural Gas Prices Impacted Nitrogen Fertilizers Last Week

    The average weekly natural gas prices at Henry Hub for the week ending November 17 moved higher week-over-week.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Price Update for the Week Ending November 17

    Last week, urea prices at the Yuzhny location fell as much as 4.1% week-over-week to $256 per metric ton from $267 per metric ton a week ago.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended November
    Basic Materials

    Latest Update on Fertilizer Price Movements

    In the week ending November 17, most of the agricultural fertilizer stocks ended in negative territory. Intrepid Potash emerged as the biggest loser.

    By Adam Jones
  • uploads///Median Nitrogen Shipment Growth
    Basic Materials

    CF Industries’ 3Q17 Nitrogen Shipments Compared to Peers

    CF Industries (CF) saw the steepest growth in nitrogen shipments in 3Q17. Shipments rose 33% YoY to 4.4 million metric tons.

    By Adam Jones
  • uploads///Gains
    Energy & Utilities

    EV Energy Partners Was the Top MLP Gainer Last Week

    EV Energy Partners (EVEP), Mid-Con Energy Partners MCEP), and Legacy Reserves (LGCY) led the MLP top gainers last week ending November 3.

    By Kurt Gallon
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    How Natural Gas Price Movements Could Affect Fertilizer Producers

    Last week, Henry Hub natural gas prices saw a week-over-week improvement.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended November
    Basic Materials

    How Did Fertilizer Stocks Perform Last Week?

    In the week ending November 3, agricultural fertilizer stocks were broadly positive.

    By Adam Jones
  • uploads///CFs Realized Price Trend
    Basic Materials

    Why CF Industries’ Realized Prices Kept Trending Lower in 3Q17

    In the previous part of this series, we saw that the 3Q17 shipments for CF Industries (CF) saw meaningful growth year-over-year.

    By Adam Jones
  • uploads///CFs Sales and Growth
    Basic Materials

    Why CF Industries’ Sales Grew 28% in 3Q17

    In 3Q17, CF Industries (CF) sales saw growth across each of its five segments year-over-year. Overall, the company’s sales grew 28% year-over-year to $870 million from $680 million in 3Q16.

    By Adam Jones
  • uploads///CF Industries Analysts NTM Recommendation and Target
    Basic Materials

    Analysts’ Views on CF Industries in October 2017

    CF Industries (CF) has managed to deliver a strong performance over the last month, rising 12.5% as of October 16, 2017.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Nitrogen Input: Natural Gas Prices Fell Last Week

    The natural gas prices at Henry Hub in the US fell 4.1% week-over-week from a weekly average of $2.96 per MMBtu to a weekly average of $2.84 per MMBtu.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    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.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Nitrogen Supply and Demand Impacts Prices

    Nitrogen prices have been subdued for most of this year—compared to a few years ago. The global market continues to experience excess capacity.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Nitrogen Input: How Natural Gas Prices Moved Last Week

    So far this year, Henry Hub natural gas prices have hovered around $3 per MMBtu (million British thermal units).

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Are Urea Prices Cooling Off?

    After an impressive runup in the past four months, urea prices appear to be cooling off.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Natural Gas Prices Rose for the Week Ending September 29

    In the EIA’s recent outlook, natural gas prices are expected to average $3.29 per MMBtu in 2018—compared to an average of $3.05 per MMBtu in 2017.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Gained Significant Momentum Last Week

    In the week ending September 22, urea prices gained significant upward momentum. The gain was favorable news for nitrogen fertilizer producers.

    By Adam Jones
  • uploads///Terra Nitrogen Adjusted EPS and Stock Price
    Basic Materials

    Terra Nitrogen Makes It to Top 10 Agricultural Chemicals Stocks

    Over the recent decade, Terra Nitrogen has risen 55.2% and underperformed the S&P 500 Index’s rise of 69.2% over the same period.

    By Adam Jones
  • uploads///Gains
    Energy & Utilities

    Top MLP Gainers in Week Ended September 8

    EV Energy Partners (EVEP) was the top MLP gainer last week, which ended on September 8, 2017. It rose 13.9%.

    By Kurt Gallon
  • uploads///Fertilizer Stocks for the Week Ended September
    Basic Materials

    Fertilizer Prices Were Mainly Positive Last Week

    The week ending September 1 was broadly positive for the agribusiness sector. The week was positive for fertilizer stocks.

    By Adam Jones
  • uploads///Loss
    Energy & Utilities

    Top MLPs Losers Last Week, Ended September 1

    Teekay Offshore Partners (TOO) was the top MLP loser last week, which ended September 1, 2017. It fell 6.3%.

    By Kurt Gallon
  • uploads///Average Realized Prices For Urea Ammonia and UAN
    Basic Materials

    Behind the Outlook for Nitrogen: When Will Prices Rise?

    The higher supply of nitrogen fertilizer was the key reason that producers experienced lower selling prices YoY.

    By Adam Jones
  • uploads///MAP Prices in Brazil
    Basic Materials

    Monoammonium Phosphate Prices for Week Ended August 25

    MAP prices reached a peak of $400 per metric ton earlier this year, but they’ve been on a downward trajectory ever since.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Basic Materials

    Natural Gas Prices Kept Rising in Week Ended August 25

    Last week, natural gas prices at Henry Hub saw a positive momentum week-over-week. They rose as much as 3.2% to a weekly average of $2.95 per MMBtu.

    By Adam Jones
  • uploads///Urea Prices
    Basic Materials

    Urea Prices Pause for Week Ended August 25

    Last week, which ended August 25, 2017, the price of urea paused on its upward momentum.

    By Adam Jones
  • uploads///Average Realized Prices For Urea Ammonia and UAN
    Basic Materials

    Reading Nitrogen Price Realizations in 2Q17: Fertilizer Players Compared

    Calendar 2Q17 remained subdued for the nitrogen fertilizer pricing environment. Cheap energy costs have driven capacity buildups and flattened the cost curve.

    By Adam Jones
  • uploads///Gross Margin Per Product Ton
    Basic Materials

    CF’s Margins Contracted in All Segments in 2Q17

    During 2Q17, CF Industries (CF) saw its gross margins fall in each of its segments except the AN (ammonium nitrate) segment.

    By Adam Jones
  • uploads///CFs Realized Price Trend
    Basic Materials

    CF Industries’ Realized Prices Continued to Fall in 2Q17

    While CF Industries’ (CF) shipments rose in 2Q17, price realizations continued to disappoint.

    By Adam Jones
  • uploads///CF Industries Earnings Per Share and Growth
    Basic Materials

    What You Need to Know about CF Industries’ 2Q17 Earnings

    CF Industries (CF) reported EPS (earnings per share) of $0.10 in 2Q17, which was in line with analysts’ consensus estimate of $0.01 per share.

    By Adam Jones
  • uploads///CF Industries Next  Month Capital Expenditure Estimates
    Basic Materials

    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.

    By Adam Jones
  • uploads///Urea Prices
    Miscellaneous

    Granular Urea versus Prilled Urea Last Week

    Last week, granular urea prices moved higher, which helped bring some relief to urea producers. But the falling global ammonia prices remained a challenge.

    By Adam Jones
  • uploads///CF Industries Analysts NTM Recommendation and Target
    Miscellaneous

    CF Industries: The Strongest Nitrogen Player

    CF Industries (CF) is the largest producer of nitrogen fertilizer in North America. The company also has a controlling stake in Terra Nitrogen (TNH).

    By Adam Jones
  • Miscellaneous

    Mixed Granular Urea Price Momentum: First Week of July

    Last week, granular urea price momentum was broadly mixed on a week-over-week basis, while prilled urea prices failed to show any momentum.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended July
    Miscellaneous

    Fertilizer Prices Keep Extending Losses into July

    For the week ended July 7, the agribusiness sector performed broadly in the negative territory.

    By Adam Jones
  • uploads///China NPK Export
    Macroeconomic Analysis

    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.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Fertilizer Input: Natural Gas Prices for Week Ended June 30

    Week-over-week, natural gas prices at the Henry Hub in the United States were broadly negative for the week ended June 30, 2017.

    By Adam Jones
  • uploads///IPIs Potash Realized Prices
    Company & Industry Overviews

    How Lower Fertilizer Prices Are Hurting Intrepid Potash

    Realized prices for fertilizer companies are the main culprit for the dismal performances among companies in the agricultural fertilizer sector.

    By Adam Jones
  • uploads///CF Industries Earnings Projection
    Company & Industry Overviews

    Is the Worst Over for CF Industries? Analysts Weigh In

    CF Industries (CF) is gaining momentum in terms of capacity additions and lowering its production costs. Is the worst over for the company?

    By Adam Jones
  • uploads///Chart Title
    Company & Industry Overviews

    Why Urea Prices Remain under Pressure

    For each of the past two years, there have been net urea capacity additions of ~22 million metric tons. During the same period, ~14 million metric tons of capacity were shut down.

    By Adam Jones
  • uploads///Urea Prices
    Company & Industry Overviews

    How Urea Prices Continued to Fall despite Capacity Shutdowns

    Urea prices have fallen YTD (year-to-date) as of June 23, 2017. They’re now trading even lower than the levels they saw in the corresponding week in 2016.

    By Adam Jones
  • uploads///Prices
    Company & Industry Overviews

    What’s the Price Impact of the Chinese Urea Capacity Shutdown?

    Fertilizer prices are one of the key determinants of the survival of fertilizer companies such as CF Industries (CF), PotashCorp (POT), Intrepid Potash (IPI), and Terra Nitrogen (TNH).

    By Adam Jones
  • uploads///Shut downs
    Company & Industry Overviews

    Why Chinese Urea Capacity Is Shutting Down

    The demand for nitrogen fertilizers (XLB) remains robust, as we can see in the latest earnings releases of CF Industries, PotashCorp (POT), Agrium (AGU), and Terra Nitrogen (TNH).

    By Adam Jones
  • uploads///Urea
    Company & Industry Overviews

    Understanding the Urea Cost Curve for CF Industries

    Not only did CF Industries’ earnings fall year-over-year (or YoY) in 1Q17, its margins were also significantly lower YoY. To understand why, let’s dig deeper into the cost curve.

    By Adam Jones
  • uploads///Ammonia Capacity Additions
    Company & Industry Overviews

    A Near-Term Outlook for Nitrogen Fertilizers’ Capacity Additions

    In this article, we’ll discuss the outlook for the capacity additions of ammonia, the fundamental nitrogen fertilizer, in the near term.

    By Adam Jones
  • uploads///CFs Shipments Impact on Sales
    Company & Industry Overviews

    How Shipment Growth Is Keeping CF Industries Alive

    In this article, we’ll explore the impact of the second key driver of CF Industries’ sales: shipments.

    By Adam Jones
  • uploads///CFs Sales and Growth
    Company & Industry Overviews

    What’s Driving CF Industries’ Sales Growth?

    CF Industries (CF) reports its sales in five segments: UAN (urea ammonium nitrate), Granular Urea, Ammonia, AN (ammonium nitrate), and Other Nitrogen Products.

    By Adam Jones
  • uploads///CF Industrues Analysts NTM Recommendation and Target
    Miscellaneous

    What Are CF Industries’ Price Targets and Recommendations?

    CF Industries (CF) closed at $27.3 per share on June 9, which was 13.4% lower than its levels at the beginning of this year.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Why Did Natural Gas Prices Fall Last Week?

    Last week, natural gas prices at Henry Hub fell by an average of 3.1% week-over-week to $3 per MMBtu from $3.2 MMBtu a week ago.

    By Adam Jones
  • uploads///M Average Realized Prices For Urea Ammonia and UAN
    Miscellaneous

    Nitrogen Prices Have Been Lower in Recent Quarters

    In recent quarters, nitrogen fertilizer prices have been lower YoY including in 1Q17. Overall nitrogen prices continue to impact producers’ profitabilities.

    By Adam Jones
  • uploads///Median Nitrogen Shipment Growth
    Miscellaneous

    Analyzing Nitrogen Fertilizer Shipment Growth in 1Q17

    Terra Nitrogen (TNH) saw the highest growth in shipments. Its shipments rose 45% YoY to 598 thousand metric tons from 411 thousand tons a year ago.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Fertilizers: Natural Gas Price Forecasts for Week Ended May 5

    While lower natural gas prices on the back of abundant availability provide positive direction for these companies, pressures from China remain an issue.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended May
    Miscellaneous

    Fertilizer Stocks and Commodities: Update for Week Ended May 5

    Last week was broadly negative for agricultural fertilizer stocks. The VanEck Vectors Agribusiness ETF (MOO) fell 53 basis points, and SPY rose 42 basis points.

    By Adam Jones
  • uploads///CFs Realized Price Trend
    Earnings Report

    CF Industries’ Realized Prices Fell in 1Q17

    Prices continue to remain under pressure as a result of excess supply in the market.

    By Adam Jones
  • uploads///Agriums Profitability
    Earnings Report

    How Agrium’s Margins Fared in 1Q17

    During 1Q17, Agrium experienced a slight expansion in gross margins from 20% in 1Q16 to 21% in 1Q17.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    Fertilizer Affordability Fell for the Week Ending April 28

    For the week ending April 28, the Fertilizer Affordability Index fell slightly to 0.58x—compared to 0.59x the previous week.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended April
    Miscellaneous

    Fertilizer Stock and Commodities Update: Week Ending April 28

    The week ending April 28, 2017, was broadly positive for agricultural fertilizer stocks. The VanEck Vectors Agribusiness ETF (MOO) rose by 126 basis points.

    By Adam Jones
  • uploads///CF Industries Next  Month EBITDA and Margin Estimates
    Earnings Report

    A Look into Analysts’ Estimates for CF Industries’ EBITDA

    Analysts estimate CF Industries’ EBITDA to reach $302 million, which could grow slightly from $300 million in 1Q16.

    By Adam Jones
  • uploads///CF Industries Next  Month Revenue Estimates
    Earnings Report

    CF Industries’ Sales Estimated to Rise in 2017

    CF Industries earns most of its sales—about one-third—from its UAN segment, followed by its Ammonia and Granular Urea segments.

    By Adam Jones
  • uploads///PotashCorps Nitrogen Shipments
    Earnings Report

    How PotashCorp’s Nitrogen Shipments Performed in 1Q17

    PotashCorp’s Nitrogen segment sales fell ~11% YoY to $365 million, as compared to $412 million in 1Q16.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Natural Gas Prices Fell for the Week Ending April 21

    Natural gas prices trended lower week-over-week for the week ending April 24. Summer months are usually less demanding for natural gas.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Analyzing Natural Gas Prices for the Week Ending April 7

    Last week, as reported by the EIA, natural gas prices at Henry Hub rose 1.3% week-over-week to $3.03 per MMBtu (million British thermal units).

    By Adam Jones
  • uploads///Urea Prices
    Miscellaneous

    Granular Urea Prices Rose for the Week Ending April 7

    Urea prices in the US Gulf NOLA rose 4.8% week-over-week to $197 per short ton. Prices in the Middle East rose 3.1% week-over-week to $200 per metric ton.

    By Adam Jones
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