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CVR Partners: Fertilizer Prices Will Surge If Hormuz Closure Blocks Global Gas Supplies

Market Overview - The fertilizers market is experiencing a resurgence after being subdued for over two years, with the Fertilizers Price Index rising approximately 13% over the past year [1] - Despite the increase, the index remains significantly below its 2022 highs, indicating that a key inflection point has likely been passed [1] Analyst Background - The analysis is provided by a financial analyst with over a decade of experience in the fertilizers market, who has been writing on Seeking Alpha since 2018 [1] - The analyst has a professional background in private equity, real estate, and economic research, along with academic expertise in financial econometrics, economic forecasting, and global monetary economics [1]