Core Insights - Baker Hughes has received multiple awards to support the development of a low-carbon ammonia fertilizer production plant by Wabash Valley Resources in the United States [1][4] - The project aims to produce 500,000 tons of ammonia annually while capturing 1.67 million tons of CO₂, contributing to a sustainable fertilizer supply for the U.S. agricultural market [2][6] Company Contributions - Baker Hughes will provide essential compression equipment for hydrogen purification and CO₂ injection pumps for permanent geological storage as part of the project [3][4] - The company emphasizes its role in transforming industries like agriculture through advanced technologies that promote sustainability and efficiency [4] Project Details - The facility in West Terre Haute, Indiana, will repurpose an existing gasification plant into a clean ammonia production site [2] - The project includes constructing CO₂ injection wells and monitoring wells to ensure long-term integrity and compliance with environmental standards [4]

Dangote, owned by Africa’s richest man, appointed MTN CEO Ralph Mupita to the board of its fertilizer business as it prepares to expand and list the operation in Nigeria. https://t.co/rJPJfnfQ48 ...

Group 1 - CF Industries Holdings, Inc. declared a dividend of $0.50 per share on its common stock, payable on February 27, 2026, to stockholders of record as of February 13, 2026 [1] - The company will report its fourth quarter and full year 2025 results after market close on February 18, 2026, with a conference call scheduled for February 19, 2026, at 11:00 a.m. ET [2] - Investors can access the conference call via a toll-free number or through the company's website, with a replay available post-event [3] Group 2 - CF Industries aims to provide clean energy sustainably, focusing on safe operations, environmental stewardship, and disciplined management [4] - The company is working to decarbonize its ammonia production network, which is the largest globally, to support low-carbon hydrogen and nitrogen products [4] - CF Industries has a strong manufacturing presence in the U.S., Canada, and the U.K., along with a robust logistics network in North America to facilitate its clean energy transition strategy [4]

Core Insights - CF Industries Holdings, Inc. and POET have initiated a pilot project to develop a low-carbon fertilizers supply chain aimed at reducing carbon intensity in corn production and facilitating low-carbon ethanol production for motor fuel and export [1][5] Group 1: Project Overview - The pilot project involves major agricultural cooperatives, including WinField United, NuWay-K&H, New Cooperative, and Farmer's Cooperative [2] - The project will track the carbon intensity certification of low-carbon fertilizers produced by CF Industries and distributed to corn growers in Iowa, Minnesota, Missouri, and Nebraska [3] Group 2: Production and Impact - POET anticipates producing approximately 5-6 million gallons of ethanol with lower carbon intensity using corn grown with low-carbon ammonia [4] - CF Industries can produce up to 1.9 million tons of low-carbon ammonia annually at its Donaldsonville Complex, sufficient for fertilizing 19-22 million acres of corn [6] Group 3: Stakeholder Statements - CF Industries emphasizes the importance of low-carbon fertilizers in decarbonizing bioethanol inputs and expresses pride in collaborating with various agricultural partners [5] - POET highlights the trial as a pathway to reduce carbon intensity in bioethanol, benefiting both the environment and rural economies [5][7]

Group 1 - CF Industries Holdings, Inc. plans to announce its quarterly financial results and hold conference calls in 2026 [1][3] - The company aims to provide clean energy sustainably, focusing on decarbonizing its ammonia production network [2] - CF Industries has manufacturing complexes in the United States, Canada, and the United Kingdom, along with a strong logistics network in North America [2] Group 2 - The schedule for the quarterly financial results and conference calls for 2026 is as follows: - Fourth Quarter 2025 results on February 18, 2026, with a call on February 19, 2026 [3] - First Quarter 2026 results on May 6, 2026, with a call on May 7, 2026 [3] - Second Quarter 2026 results on August 5, 2026, with a call on August 6, 2026 [3] - Third Quarter 2026 results on November 4, 2026, with a call on November 5, 2026 [3]

Industry Outlook - The fertilizer business is expected to thrive as global efforts to secure food supply chains intensify, particularly in the US where executive orders are aimed at boosting domestic production [1] - US corn production is anticipated to increase, reflecting a positive trend in the agricultural sector [1] Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, with a focus on sectors such as technology (SaaS and cloud) and recently energy and minerals [1] - The analyst emphasizes rigorous research standards and personal investment criteria, indicating a high level of diligence in investment decisions [1]

Core Insights - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum, enhancing investment decision-making [2][3][6] Group 1: Zacks Style Scores Overview - The Zacks Style Scores rate stocks with an alphabetic system from A to F, where A indicates the highest potential for outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Group 2: Value Score - The Value Score identifies stocks trading below their true value by analyzing financial ratios such as P/E, PEG, and Price/Sales [3] Group 3: Growth Score - The Growth Score emphasizes a company's financial health and future growth potential, using historical and projected earnings, sales, and cash flow [4] Group 4: Momentum Score - The Momentum Score helps investors capitalize on price trends, utilizing metrics like short-term price changes and earnings estimate revisions [5] Group 5: VGM Score - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and positive momentum [6] Group 6: Zacks Rank Integration - The Zacks Rank, a proprietary stock-rating model, uses earnings estimate revisions to assist in portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.9% since 1988 [7] - Stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B are recommended for maximizing return potential [9] Group 7: Stock Example - CF Industries - CF Industries Holdings, Inc. is a major global manufacturer of nitrogenous fertilizers, currently holding a Zacks Rank of 3 (Hold) and a VGM Score of A [11] - The company has a Momentum Style Score of B, with shares increasing by 3.6% over the past four weeks, and an upward revision of earnings estimates for fiscal 2025 [12]

Group 1: Company Developments - Nutrien Ltd. has streamlined its portfolio by selling its 50% equity stake in Argentina-based nitrogen producer Profertil S.A. for approximately $600 million in pre-tax proceeds [3] - The company has generated roughly $900 million in gross proceeds from asset sales since Q4 2024, indicating a broader divestment strategy to enhance focus and strengthen its balance sheet [4] - Nutrien's President and CEO, Ken Seitz, emphasized that the sale of Profertil is part of efforts to simplify the portfolio, improve earnings quality, and enhance cash conversion [4] Group 2: Market Outlook - Mizuho raised its price target on Nutrien to $65 from $61 while maintaining a Neutral rating, reflecting ongoing pressures in the chemicals, agriculture, and packaging sector [2] - The analyst noted that higher export volumes from China are impacting basic chemical markets, and a weak start to the March quarter is anticipated following a weak December quarter for many companies in the sector [2] Group 3: Business Operations - Nutrien operates as a global supplier of essential crop nutrients, producing and distributing potash, nitrogen, and phosphate [4] - The company supports farmers through its retail platform, Nutrien Ag Solutions, which offers products, services, and agronomic expertise across key agricultural regions [4]

Industry Overview - Fertilizer stocks, including Mosaic, CF Industries, and Nutrien, are highlighted as key investments due to their significant trading volume recently [2] - These stocks are linked to agricultural nutrients such as nitrogen, phosphate, and potash, which are essential for enhancing crop yields [2] - The performance of fertilizer companies is influenced by various factors including crop prices, planting demand, feedstock and energy costs, weather conditions, trade policies, and environmental regulations [2] Company Profiles - **Mosaic Company**: Engages in the production and marketing of concentrated phosphate and potash crop nutrients, operating through three segments: Phosphates, Potash, and Mosaic Fertilizantes [3] - **CF Industries**: Focuses on manufacturing and selling hydrogen and nitrogen products for various applications, operating through segments such as Ammonia, Granular Urea, UAN, AN, and others [4] - **Nutrien Ltd.**: Provides crop inputs and services across four segments: Retail, Potash, Nitrogen, and Phosphate, distributing crop nutrients, protection products, seeds, and merchandise [4]

Core Viewpoint - Mosaic Co. is facing operational challenges and safety concerns, leading to stock price fluctuations and production halts in Brazil due to rising sulfur prices [2][3][8]. Group 1: Stock Performance - Mosaic's stock fell 5.63% to close at $23.46 on Tuesday, with a slight after-hours decline of 0.043% to $23.45 [1]. - The stock is down 4.56% year-to-date and has traded between $22.36 and $38.23 over the past 52 weeks [8]. Group 2: Production and Operational Issues - The company announced the idling of single super phosphate production at its Fospar and Araxá facilities in Brazil due to a sharp rise in sulfur prices, with a review of this decision possible after 30 days [2]. - All mining operations at the K3 underground mine in Esterhazy, Saskatchewan, have been suspended following a fatal incident involving a worker due to a mining collapse [3][4]. Group 3: Community Response - The Town of Esterhazy expressed solidarity with those affected by the mining tragedy, highlighting community support during this difficult time [7]. Group 4: Analyst Ratings - Barclays PLC maintained an Overweight rating on Mosaic with a lowered price target of $31, while JP Morgan held a Neutral rating with a reduced target of $24 [8]. - Mosaic has a market capitalization of $7.45 billion and a Value score of 95.79 according to Benzinga's Edge Stock Rankings [8].