This Bull Case In Fertilizers Is Serious: Buying CF Industries And Mosaic In 2023

Leo Nelissen profile picture
Leo Nelissen


  • I start by explaining the seriousness of the ongoing fertilizer bull case. Fertilizers made it possible to feed 8 billion people. Now that ability is under pressure.
  • While fertilizer futures and stocks have run into resistance due to demand fears, 2023 is shaping up to be a bullish year for demand as supply remains constrained.
  • I remain bullish on both Mosaic and CF Industries. Both companies are in a good spot to benefit from supply/demand dynamics and their ability to generate shareholder value.
Maispflanze auf sonnigem Hintergrund mit digitalem Mineralnährstoffsymbol. Düngung und die Rolle von Nährstoffen im Pflanzenleben.

Galeanu Mihai/iStock via Getty Images


A few months have passed since I covered fertilizer companies. As it's a quickly developing topic, it's time to once again dive into one of the most important global macro trends: Fertilizer prices and shortages. What started in 2020 as a simple demand-drive

This article was written by

Leo Nelissen profile picture
Welcome to my Seeking Alpha profile!I'm a buy-side financial markets analyst specializing in dividend opportunities, with a keen focus on major economic developments related to supply chains, infrastructure, and commodities. My articles provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. I aim to keep you informed of the latest macroeconomic trends and significant market developments through engaging content. Feel free to reach out to me via DMs or find me on Twitter (@Growth_Value_) for more insights.Thank you for visiting my profile!

Disclosure: I/we have a beneficial long position in the shares of CF, MOS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

Recommended For You

Comments (132)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.