US Stock Market Move | Agricultural input sector continues to rise, CF Industries Holdings, Inc.(CF.US) rises more than 7%

On Thursday, the agricultural input sector continued to rise, with CF Industries Holdings, Inc. (CF.US) up over 7%, Nutrien (NTR.US) up over 6%, and The Mosaic Company (MOS.US) up nearly 5%. In terms of news, the delay in the Middle East conflict is affecting fertilizer transportation, thereby impacting the international fertilizer supply. As the planting season approaches, the rise in domestic fertilizer prices in the United States seems to be a foregone conclusion, further burdening American farmers who are already struggling with the impact of Trump administration tariffs and the low prices of the Shenzhen Agricultural Power Group. According to reports, about 33% of global fertilizer transportation passes through the Hormuz Strait, but currently, this important shipping route is facing increased shipping risks. Veronica Neay, Chief Economist of the American Fertilizer Research Institute, said that about 35% of fertilizers in the United States rely on imports, including phosphorus and nitrogen fertilizers from the Middle East region. During the week of February 27th to March 6th, the price of urea, one of the nitrogen fertilizers, rose by nearly 30%.