Category Archives: [CF] CF Industries

image_print

[CF – CF Industries] Global N Fertilizer Supply But Pricing Recovery Priced In

I was pitched this stock recently and thought it sounded interesting enough to write about (I like industries where supply and demand curves are shifting in big ways), although I think upside from a recovery in nitrogen fertilizer prices is largely baked into the current valuation. Substantial new capacity from China, lower freight costs (to […]

To access this post, you must purchase Annual subscription or Quarterly subscription.