CF+29.82%9.1%
ICL-10.37%9.1%
IPI+8.77%9.1%
LXU+26.67%9.1%
MOS-22.45%9.1%
NTR+17.58%9.1%
OCI.AS-15.89%9.1%
SDF.XETRA+7.25%9.1%
SQM+93.13%9.1%
UAN+42.46%9.1%
YAR.OL+21.11%9.1%
As of Aug 6, 2026, 4:25 AM ET
Supply Shock in MidEast Long '26: Fertilizers Constituents
CF Industries Holdings, Inc.CF | 9.1% | -1.19% | -6.68% | 3.10% | -6.77% | 50.91% | 17.25% | 46.20% | 29.82% | $17.93B |
CVR Partners, LPUAN | 9.1% | 0.40% | 2.88% | 10.80% | -1.85% | 23.97% | 27.63% | 84.93% | 42.46% | $1.34B |
ICL Group LtdICL | 9.1% | 1.35% | -0.76% | 3.76% | 3.56% | -7.42% | 10.13% | -6.18% | -10.37% | $6.75B |
Intrepid Potash, Inc.IPI | 9.1% | -0.59% | -1.37% | -1.23% | -0.62% | 21.71% | -8.71% | 12.84% | 8.77% | $453.4M |
K+S AGSDF.XETRA | 9.1% | 1.19% | 1.79% | 10.65% | -0.51% | 14.42% | -5.64% | 24.79% | 7.25% | $3.00B |
LSB Industries, Inc.LXU | 9.1% | -1.22% | -20.83% | -10.03% | -10.94% | 14.00% | -16.61% | 47.71% | 26.67% | $697.1M |
Nutrien Ltd.NTR | 9.1% | 0.00% | -1.73% | 3.69% | -3.11% | 8.43% | -10.86% | 37.71% | 17.58% | $32.12B |
OCI N.V.OCI.AS | 9.1% | -0.10% | 0.82% | 0.73% | -0.02% | 30.01% | 9.39% | 3.92% | -15.89% | $990.0M |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 9.1% | 2.14% | 1.92% | -4.72% | 4.46% | 1.82% | -8.19% | 76.14% | 93.13% | $20.01B |
The Mosaic CompanyMOS | 9.1% | 3.08% | 4.98% | 10.53% | 5.83% | -2.00% | -15.20% | -8.84% | -22.45% | $7.44B |
Yara International ASAYAR.OL | 9.1% | -0.33% | -6.46% | 0.78% | -5.93% | 8.04% | -12.17% | 52.04% | 21.11% | $11.31B |
| Theme return | — | 0.43% | -2.31% | 4.31% | -0.47% | 19.86% | 2.04% | 42.20% | 19.22% | — |
| Average | 9.1% | 0.43% | -2.31% | 2.55% | -1.45% | 14.90% | -1.18% | 33.75% | 18.01% | $9.28B |
| Median | 9.1% | 0.00% | -0.76% | 3.10% | -0.62% | 14.00% | -8.19% | 37.71% | 17.58% | $6.75B |
| Std Dev | 0.0% | 1.31% | 6.79% | 6.27% | 4.84% | 15.66% | 14.09% | 30.05% | 30.54% | $9.76B |
| Min | 9.1% | -1.22% | -20.83% | -10.03% | -10.94% | -7.42% | -16.61% | -8.84% | -22.45% | $453.4M |
| Max | 9.1% | 3.08% | 4.98% | 10.80% | 5.83% | 50.91% | 27.63% | 84.93% | 93.13% | $32.12B |
| % Positive Tickers | 45.45% | 45.45% | 72.73% | 27.27% | 81.82% | 36.36% | 81.82% | 72.73% |
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About this theme
Supply Shock in MidEast Long '26: Fertilizers tracks 11 publicly listed stocks in this theme: CF, ICL, IPI, LXU, MOS, NTR, OCI.AS, SDF.XETRA, SQM, UAN, YAR.OL. See the constituent table for details.