CF
2 tracked calls · 2 long · 0 short
first called by Navigating Uncertainty 4mo ago
LONG3mo ago
“about 35% of the world's nitrogen fertilizer goes through the straight of Hormuz... when the straight of Hormuz shut, the nitrogen stopped flowing”All-In Podcast
Hormuz choke + bombed Qatar plant doubled urea to $700; US gas-fed producers win on years-long shortage
CFLONG@ $131.28
$126.82-3.40%
since call Apr 3
LONG4mo ago
“We don't have strategic fertilizer reserves. We stockpile oil. We don't stockpile ammonia.”Navigating Uncertainty
Governments treating fertilizer as strategic puts a demand floor under nitrogen; CF captures the repricing.
CFLONG@ $128.96
$126.82-1.66%
since call Mar 15