#geopolitical-risk-premium

#geopolitical-risk-premium

CF Industries, the world's largest ammonia producer, surged 67.6% year-to-date as Middle East conflict disrupted global nitrogen supply, positioning the North American producer to capture market share at a structural cost advantage.

Crude oil inventories surged 16.0 million barrels, but geopolitical tensions between the U.S. and Iran dominate pricing, preventing expected price declines despite supply surplus conditions.