Fertilizer stocks are retreating in US pre-market trading after President Donald Trump agreed to a two-week ceasefire with Iran.
CF Industries is down 8.3 percent, while Mosaic and Nutrien have shed 2.7 percent and 4.3 percent respectively. These losses come even as S&P 500 futures trade up 2.7 percent.
On the Oslo Stock Exchange, Yara has slumped more than 12 percent.
Fertilizer producers had previously benefited from rising urea costs following supply disruptions linked to tensions in the Strait of Hormuz. The ceasefire is now easing that upward price pressure.
Yara International ASA is a worldwide leader in producing and selling mineral fertilizers. Net sales break down by activity as follows:
- production and sale of mineral fertilizers (78.7%): 23.7 million tons sold in 2025 of simple nitrogenated fertilizers (calcium nitrates, urea, etc.), complex fertilizers (nitrogen- phosphorous- and potassium- based), specialty fertilizers (plant nutrition products, potassium nitrates, etc.), and magnesium- and sulfur-based fertilizers. Net sales are distributed by geographic area between Europe (35.5%), the Americas (44.5%), Africa and Asia (19.5%) and other (0.5%);
- sale of industrial chemical products (15.7%): 6.4 million tons of nitrogen based chemical products sold (including ammonia, nitric acids, ammonium nitrates) for the automotive, construction, waste treatment, shipping, chemical, mining and animal feed industries;
- production of ammonia (5.5%). The group also develops ammonia trading activity;
- other (0.1%).
At the end of 2025, the group had 25 production sites worldwide.
Net sales are distributed geographically as follows: Europe (35.9%), Brazil (23.1%), Asia (14.5%), North America (12.1%), Latin America (8.7%) and Africa (5.7%).
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