CF Industries holds a structural natural-gas cost advantage in nitrogen fertilizer, with US Henry Hub feedstock far cheaper than European TTF. European deindustrialization is shifting nitrogen supply toward low-cost US producers. Clean-ammonia optionality and the gas-cost spread are the dominant signal drivers.
Thesis reviewed May 29, 2026
CF Industries Holdings, Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States69REDUCEView United States risk detail →🌾Agriculture22REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ADM | Archer-Daniels-Midland Company | 27 | +4% | ↓53% | NEUTRAL |
| GIS | General Mills Inc. | 27 | -9% | ↓53% | AVOID |
| DOLE | Dole plc | 27 | +13% | ↓53% | EARLY |
| BG | Bunge Global SA | 27 | +12% | ↓53% | EARLY |
| FMC | FMC Corporation | 27 | -6% | ↓53% | AVOID |
| CAG | Conagra Brands Inc. | 27 | -10% | ↓53% | AVOID |
| HUL | Hindustan Unilever Ltd. | 27 | +3% | ↓53% | NEUTRAL |
Investors who hold CF may also have indirect exposure through these country funds.
US Henry Hub vs European TTF gas spread favors US nitrogen producers
European fertilizer plant closures shift nitrogen supply to US
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] CFTC REAUTHORIZATION: STAKEHOLDER PERSPECTIVES ======================================================================= HEARING BEFORE THE COMMITTEE ON AGRICULTURE HOUSE OF REPRESENTATIVES ONE HUNDRED NINETEENTH CONGRESS …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +19.2% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | +36.9% |
| Julia LetlowLA | R | Buy | $1k–$15k | Aug 8, 25 | +36.9% |