Shares of fertilizer companies are trading higher as slow U.S.-Iran negotiations and reports suggesting that the Iranian government will try to wait out President Trump's term to strike a deal mean that bottlenecking of potash and nitrogen cargoes may continue with limited Strait of Hormuz marine transport.

CF Shares Up 15% in 3 Months: Here's What's Driving the Upside

CF Industries shares rallied 14.6% in three months, outperforming the Fertilizers industry. The company benefits from strong nitrogen demand, higher fertilizer prices, and a tightening global supply-demand balance due to geopolitical disruptions. CF Industries has repurchased 2.2 million shares and raised its quarterly dividend by 20%, with management projecting robust demand through 2027.

Live On CNBC, Kevin Simpson Announces Bought More CF Industries

CF Industries & Partners Break Ground on Low-Carbon Ammonia Plant

CF Industries, JERA Co., and Mitsui & Co. have begun construction of Blue Point One, a $3.7 billion low-carbon ammonia plant in Louisiana. The facility will produce 1.4 million metric tons annually and capture approximately 98% of CO2 emissions, with production expected to begin in 2029. CF Industries holds a 40% stake in the joint venture.

Secretary Brooke Rollins Posts On X "BIG DAY AHEAD FOR AMERICAN FERTILIZER. Headed to Louisiana, where we will break ground on two major projects bringing critical fertilizer production back to American soil. More American investment. More American production. Lower costs and stronger supply chains for American farmers. Stay tuned."

ICL Group Q2 Adj. EPS $0.12 Beats $0.10 Estimate, Sales $2.135B Beat

ICL Group (NYSE:ICL) reported quarterly earnings of $0.12 per share which beat the analyst consensus estimate of $0.10 by 9.09 percent. This is a 33.33 percent increase over earnings of $0.09 per share from the same

Potash Fertilizers Market Estimated to Reach $48.98 Billion by 2035 as Global Food Demand and Precision Agriculture Investments Rise | Research by SNS Insider

The global potash fertilizers market is projected to grow from $27.96 billion in 2025 to $48.98 billion by 2035 at a CAGR of 5.18%, driven by rising global food demand, soil potassium depletion, and increased adoption of precision agriculture. Potassium chloride (MOP) dominates with 62% market share, while potassium nitrate shows fastest growth. Asia Pacific leads regional consumption with China accounting for 44.8% of the region's revenues.