In the News: - Barron's - Fertilizer Stocks’ Gains Have Just Begun

With the planet’s population surging past 7.5 billion, you might expect steady demand for crops and also for the fertilizer that’s essential for crop yield. Farming isn’t that easy. The mid-decade crash in grain prices threw the big agriculture stocks off the bull market’s back. And even as farm icons like Deere have regained favor in the past two years, investors kept a wary distance from fertilizer sellers CF Industries Holdings, the Mosaic Co., and Nutrien—concerned that new producers would weigh down pricing.

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