Yara is the world's largest mineral fertiliser company and the clear leader in low-carbon ammonia — a critical enabler for both food security and clean energy (hydrogen carrier). Near-term nitrogen margins are compressed as post-2022 price spikes normalise, but the structural case for premium green fertilisers and clean ammonia (shipping, power) is building. Asset portfolio optimisation underway with non-core plants divested.
Thesis reviewed May 29, 2026
Yara International ASA is headquartered in Norway, which is currently showing elevated risk signals.
🇳🇴Norway78NEUTRALView Norway risk detail →🧱Materials17WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NUE | Nucor Corporation | 24 | +11% | ↓7% | EARLY |
| APD | Air Products and Chemicals, Inc. | 24 | -9% | ↓7% | AVOID |
| DD | DuPont de Nemours, Inc. | 24 | +6% | ↓7% | EARLY |
| LIN | Linde plc | 24 | +10% | ↓7% | EARLY |
| DOW | Dow Inc. | 24 | +1% | ↓7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | ↓7% | NEUTRAL |
| SHW | The Sherwin-Williams Company | 24 | +2% | ↓7% | NEUTRAL |
Investors who hold YARIY may also have indirect exposure through these country funds.
Yara's clean ammonia plant in Norway secures 15-year offtake agreement for shipping fuel
Urea prices stabilise at $350/t; production cost advantage over Chinese producers holds
EU fertiliser tariffs on Russian imports support Yara European market share
Estimates · Yahoo Finance · Not audited figures