CF Industries Holdings Inc (CF)

Nov 6, 2026

CF Industries Holdings Inc (CF) reported strong Q3 and nine-month 2026 results, with adjusted EBITDA exceeding $3 billion for the first nine months, surpassing mid-cycle estimates. The company achieved industry-leading safety performance and high ammonia utilization, returning $1.3 billion to shareholders. Despite increased non-gas costs and the Yazoo City complex remaining offline, CF anticipates growth projects to boost mid-cycle EBITDA to $3.3 billion by 2030, supported by a constructive global nitrogen supply-demand balance.

Nov 6, 2026

thyssenkrupp Uhde has secured a Front-End Engineering Design (FEED) contract from CF Industries Holdings, Inc. to evaluate a proposed urea liquor upgrade plant at CF Industries' Courtright facility in Ontario, Canada. The project aims to increase diesel exhaust fluid (DEF) production capacity by over 400,000 short tons per year and enhance the utilization of existing industrial assets and available carbon dioxide (CO₂) resources. This initiative is part of CF Industries' strategic growth plans and could strengthen thyssenkrupp Uhde's position in the fertilizer and chemical industries.

Nov 5, 2026

This article presents the "Final Trades" from CNBC's Investment Committee, highlighting their top stock picks for the second half of the year. The featured companies include CF Industries, Morgan Stanley, Chubb Limited, and ConocoPhillips. The content mainly serves as a brief introduction to a video segment where these picks are discussed.

Nov 5, 2026

IAMGOLD Corporation (TSX:IMG) saw its stock rally 10.32% to CAD 24.48 on November 4, 2026, driven by a strong rebound in gold prices and anticipation of its third-quarter results. The company provided an October update noting record plant throughput at its Côté Gold mine in September and expecting higher fourth-quarter production. Investors are closely watching the Côté ramp-up, costs, the updated mine plan, and gold prices for future performance.

Nov 5, 2026

Goldgroup Mining Inc. (TSXV:GORO) shares rose 9.64% on November 4, 2026, amid a strong rebound in gold prices and renewed interest in its expanded portfolio, which now includes producing mines in Mexico and development projects in Mexico and Michigan. The company recently upsized a private placement to fund growth and exploration, providing capital flexibility. However, investors should be mindful of risks such as integration challenges, operating risks at older mines, and development risks associated with its projects.

Nov 5, 2026

CF Industries Holdings (CF) recently reported Q3 2026 results, featuring stronger revenue despite a slight earnings miss. This has led to a short-term share price pullback, though the stock maintains strong long-term returns. The article discusses whether the current 13% undervaluation, based on a fair value estimate of $128 per share, presents a buying opportunity, while also highlighting potential risks.

Nov 4, 2026

CHS Inc., a leading global agribusiness cooperative, reported a net income of $1.1 billion for the fiscal year ended August 2026, a significant increase from $597.9 million in fiscal year 2025. This growth was driven by strong performance in its Energy, Grains, and Agronomy segments, despite evolving market dynamics and global trade headwinds. The company plans to distribute $300 million in cash patronage and equity redemptions to its owners in fiscal year 2027, highlighting its commitment to sharing profits and strengthening rural communities.

Nov 4, 2026

CHS Inc. reported a significant increase in net income to $1.1 billion for fiscal year 2026, up from $597.9 million in fiscal 2025, with consolidated revenue rising to $39.2 billion. The Energy segment notably swung from a $19.015 million loss to a $554.590 million pretax profit. CHS also announced plans to return $300 million to owners in fiscal 2027 through cash patronage and equity redemptions, alongside major investments in new phosphate and soybean processing facilities.

Nov 4, 2026

Intrepid Potash reported a modest earnings beat for the third quarter, with adjusted earnings of $0.14 per share and revenue of $51.03 million. The company's Trio segment showed significant growth, with management outlining concrete 2027 volume targets and plans for expansion. However, the Potash segment lagged, and while the company's balance sheet is strong, the stock has not reflected the positive developments in Trio.

Nov 4, 2026

The Mosaic Company reported increased operating losses in Q3 2026, reaching $97 million, primarily due to persistent fertilizer supply chain volatility stemming from geopolitical conflicts and geological events. Despite the operating losses, net losses moderated to $72 million, and net sales reached $3.1 billion. The company's phosphate and South American businesses were particularly affected, while its potash segment saw consistent production volumes despite geological challenges at its Esterhazy facility.

Nov 4, 2026

An analyst report from Argus on September 23, 2026, lowered the target price for Steel Dynamics, Inc. (STLD) to $262.00, while the current price stands at $247.66. Steel Dynamics Inc. operates as a domestic steel producer and metal recycler in the United States, offering a diverse product portfolio including various sheet and plate products. The report is part of a series of related analyst reports for other companies in the basic materials sector.

Nov 3, 2026

Nutrien Ltd. (TSX:NTR) announced the indefinite shutdown of its Trinidad Nitrogen operations at the Point Lisas Facility due to ongoing natural gas supply constraints and uncertainty in the region. This decision, following an extensive review, aims to improve free cash flow and return on invested capital for its nitrogen segment. The company has clarified that this shutdown will not impact its full-year nitrogen sales volume guidance as zero production from Trinidad was already assumed.

Nov 3, 2026

CVR Partners (NYSE: UAN) reported its third-quarter 2026 financial results, including net sales of $146 million, a net loss of $11 million, and EBITDA of $20 million. The company declared a distribution of $1.79 per common unit, partly due to the release of $42 million from previous cash reserves. Despite an 80% ammonia plant utilization rate impacted by a planned turnaround, the company anticipates increased utilization in Q4 and remains optimistic about future demand and pricing, supported by strategic projects to enhance operational flexibility and production rates.

Nov 1, 2026

An analyst report from Morningstar indicates that CF Industries Holdings, Inc. (CF) shares fell following earnings results that were below consensus estimates. Despite this, Morningstar is maintaining its valuation for the company. CF Industries is a major producer and distributor of nitrogen, primarily for fertilizers, with manufacturing plants mainly in North America and the United Kingdom.

Oct 31, 2026

Methanex reported strong Q3 2026 financial results with adjusted EBITDA of $543 million, driven by high methanol prices due to the ongoing Middle East conflict and restricted supply. The company is focusing on deleveraging its balance sheet and returning capital to shareholders through a new share buyback program. Methanex also announced plans to indefinitely idle its New Zealand operations in 2027 and expressed optimism about future gas availability for its Chile operations.

Oct 31, 2026

Green Plains Inc., an Omaha-based ethanol producer, has secured a deal to transfer a minimum of $250 million in 45Z Clean Fuel Production Tax Credits from its nine biorefineries. The agreement includes an initial cash payment of $140 million in Q4 for credits generated through June 30, 2026, with additional transfers planned for early 2027. This monetization is based on current carbon intensity scores and does not account for future improvements, which could further increase credit value.

Oct 30, 2026

CF Industries Holdings Inc. (CF) shares rose 4.41% to $123.30 on Friday, outperforming the broader market which saw the S&P 500 Index fall 1.82% and the Dow Jones Industrial Average drop 1.09%. This gain ended a three-day losing streak for the company's stock.

Oct 29, 2026

Cleveland-Cliffs Inc. is identified as a major North American steel supplier and the largest flat-rolled steel company, also specializing in iron ore mining and processing with approximately 25,000 employees. An analyst report from Argus dated October 29, 2026, suggests "Awaiting a better entry point" for CLF stock, with the current price at $14.25. The report implies a neutral stance, advising investors to wait for a more favorable buying opportunity.

Oct 29, 2026

Thyssenkrupp Uhde has been awarded a front-end engineering design (FEED) study by CF Industries for a new urea liquor upgrade plant at CF Industries' Courtright facility in Ontario, Canada. This project aims to add over 400,000 short tons per year of diesel exhaust fluid capacity, enhancing production and utilizing existing CO₂ resources. The award highlights thyssenkrupp Uhde's expertise in fertilizer and process technology.

Oct 29, 2026

LSB Industries reported a 55% increase in adjusted EBITDA for Q3 2026, driven by strong demand in industrial and agricultural sectors and operational improvements. The company has taken full ownership of the El Dorado carbon capture project, with construction underway and EPA permit approval pending. LSB Industries expects to generate significant free cash flow, increase shareholder value through plant reliability and production capacity, and is exploring further ammonia production capacity expansion at El Dorado by 2029.