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Investing.comInvesting.com··Dan Schmidt

Hormuz Strait Closure Ignites North American Fertilizer Rally

Strait of Hormuz closure disrupts 30-35% of global fertilizer supply, benefiting North American producers with domestic natural gas advantages.
CFMOSNTRsupply chain disruptionmargin expansion
BenzingaBenzinga··Stjepan Kalinic

Iran Tensions Ripple Through Commodities: BMO Warns Oil Severely Undervalued

Middle East tensions disrupt global commodities. BMO warns crude is undervalued relative to supply risks, while fertilizer and chemical producers face margin opportunities.
LYBCCDOWCFNTR+2oil pricessupply chain disruption