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CF Industries (CF +2.7%) and other fertilizer stocks rally after the U.S. government says...

CF Industries (CF +2.7%) and other fertilizer stocks rally after the U.S. government says corn inventories will fall even more than expected following the Midwest drought; global inventories will hit 117M metric tons as of Oct. 1, down from an estimate of 124M last month. "This report signals there is absolutely no supply cushion," a trader says. Also: MOS +2.1%, POT +2%, AGU +1.6%.
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