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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (78312)	10/23/2025 11:26:39 AM
From: Elroy	of 78434

I own a bit of HON (also in the Roth) for the same reason. UAN and LXU may perk up. Trump just put sanctions on Russian energy firms, and there is some discussion that byproduct made using the Russian energy products may also be subject to sanctions - Russian fertilizer may therefore get hit with sanctions. According to Perplexity the US imports 10% of it's agricultural ammonia and 20% of it's UAN agricultural ammonia. Also, the Ukrainians have been trying to drone-bomb Russian refineries, and I wouldn't be surprised if they knock out some Russian fertilizer plants along the way. Ammonia and UAN have both been rising, and are more than $100/ton higher priced than they were at this time last year. It's hard to get clear market prices on either, but as the fertilizer price news trickles out into the public I wouldn't be surprised to see both UAN and LXU share prices appreciate. Both are already well above their Q2 2025 price levels, but as planting season approaches and fertilizer buying increases, well, shortages produce higher prices, so lets see what happens.

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