Nutrien Ltd

NTR: XTSE (CAN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Fertilizer: Stocks Soar on Middle East Conflict Supply Shock; Raising Our Valuations

Seth Goldstein

Mar 12, 2026

Shares of fertilizer producers CF Industries, Mosaic, and Nutrien are up 10%-30% since the beginning of the US-Iran conflict. The conflict disrupts fertilizer production and shipping in the Middle East.

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Nutrien Ltd

Fertilizer: Stocks Soar on Middle East Conflict Supply Shock; Raising Our Valuations

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