Theme
Supply Shock in MidEast Long '26: Urea & Nitrogen☆
5 tickers$64.33B market cap
10D rank10D#1,017of 1,239 themes/1,239#9of 11 in Supply Shock in MidEast Long/11 Supply Shock in MidEast Long

CF+32.46%20.0%

LXU+23.25%20.0%

NTR+21.53%20.0%

UAN+42.85%20.0%

YAR.OL+16.51%20.0%
As of Oct 2, 2026, 9:55 PM ET
Supply Shock in MidEast Long '26: Urea & Nitrogen Constituents
CF Industries Holdings, Inc.CF | 20.0% | 0.39% | -1.32% | -14.55% | 3.89% | 53.87% | 19.55% | 49.07% | 32.46% | 30.36% | 102.25% | $17.67B |
CVR Partners, LPUAN | 20.0% | 0.19% | -2.30% | -6.01% | 1.05% | 23.27% | 26.91% | 83.88% | 42.85% | 112.64% | 245.40% | $1.32B |
LSB Industries, Inc.LXU | 20.0% | 1.02% | -6.18% | -14.56% | 1.02% | 16.00% | -15.15% | 50.30% | 23.25% | 18.65% | 9.28% | $709.3M |
Nutrien Ltd.NTR | 20.0% | 0.47% | -4.57% | -10.35% | 3.23% | 16.62% | -4.12% | 48.12% | 21.53% | 47.59% | 20.55% | $33.63B |
Yara International ASAYAR.OL | 20.0% | 0.24% | -8.86% | -12.63% | 0.24% | 5.01% | -14.64% | 47.76% | 16.51% | 34.69% | 14.58% | $11.00B |
| Theme return | — | 0.46% | -4.65% | -12.50% | 0.77% | 24.41% | 2.30% | 61.76% | 30.53% | 56.68% | 92.18% | — |
| Average | 20.0% | 0.46% | -4.65% | -11.62% | 1.89% | 22.95% | 2.51% | 55.83% | 27.32% | 48.79% | 78.41% | $12.87B |
| Median | 20.0% | 0.39% | -4.57% | -12.63% | 1.05% | 16.62% | -4.12% | 49.07% | 23.25% | 34.69% | 20.55% | $11.00B |
| Std Dev | 0.0% | 0.30% | 2.71% | 3.20% | 1.41% | 16.53% | 17.53% | 14.05% | 9.32% | 33.24% | 90.17% | $12.16B |
| Min | 20.0% | 0.19% | -8.86% | -14.56% | 0.24% | 5.01% | -15.15% | 47.76% | 16.51% | 18.65% | 9.28% | $709.3M |
| Max | 20.0% | 1.02% | -1.32% | -6.01% | 3.89% | 53.87% | 26.91% | 83.88% | 42.85% | 112.64% | 245.40% | $33.63B |
| % Positive Tickers | 100.00% | 0.00% | 0.00% | 100.00% | 100.00% | 40.00% | 100.00% | 100.00% | 100.00% | 100.00% |