ICL's diversified specialty ag, phosphate and bromine portfolio benefits from improving fertilizer demand and tight bromine supply. EV battery flame retardant demand for bromine creates structural growth driver beyond traditional ag. Specialty ag products show pricing resilience versus commodity fertilizers. Dead Sea concession and Spanish potash operations provide low-cost base.
Thesis reviewed May 29, 2026
ICL Group Ltd. is headquartered in Israel, which is currently showing elevated risk signals.
🇮🇱Israel78ENTRYView Israel risk detail →🌾Agriculture20REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| GIS | General Mills Inc. | 26 | -9% | ↓96% | AVOID |
| NTR | Nutrien Ltd. | 26 | +11% | ↓96% | EARLY |
| ICL | ICL Group Ltd. | 26 | +14% | ↓96% | EARLY |
| MOS | The Mosaic Company | 26 | +10% | ↓96% | EARLY |
| ADM | Archer-Daniels-Midland Company | 26 | +4% | ↓96% | NEUTRAL |
| HUL | Hindustan Unilever Ltd. | 26 | +3% | ↓96% | NEUTRAL |
| ANDE | The Andersons, Inc. | 26 | +7% | ↓96% | NEUTRAL |
Investors who hold ICL may also have indirect exposure through these country funds.
Bromine spot prices rise on flame retardant demand from EV/AI
Phosphate prices stabilize after Q1 destock
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 |