Cautionary note This presentation contains forward-looking information and statements relating to the business, financial performance and results of Yara and/or industry and markets in which it operates. Forward-looking statements are statements that are not historical facts and may be identified by words such as "aims", "anticipates", "believes", "estimates", "expects", "foresees", "intends", "plans", "predicts", "projects", "targets", and similar expressions. Such forward-looking statements are based on c ...

CF Industries Holdings, Inc. (NYSE:CF) is one of the best fertilizer stocks to invest in. On December 19, Japan’s biggest power generator, JERA, which has inked a joint venture with CF Industries Holdings, Inc. (NYSE:CF), confirmed it has secured a subsidy for 15 years. CF Industries Holdings, Inc. (CF) Expands Ammonia Strategy Amid Analyst Downgrades The subsidy is to cover the difference between ammonia and coal prices as it moves to start importing ammonia for its planned US plant. JERA is in the proc ...

The share price of Woodside Energy Group Ltd (NYSE:WDS) surged by 1.9% between December 22 and December 29, 2025, putting it among the Energy Stocks that Gained the Most This Week. Woodside Energy (WDS) Signs LNG Supply Agreement with BOTAS Founded in Australia, Woodside Energy Group Ltd (NYSE:WDS) is a global energy company with a portfolio that includes quality oil and gas assets and interests in Australia, the Gulf of Mexico, Trinidad and Tobago, Senegal, Timor-Leste, Canada, and Barbados. Woodside E ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Air Products and Chemicals, Inc. and its officers or directors [1] Group 1: Company Developments - On December 8, 2025, Air Products announced advanced negotiations with Yara International to combine its industrial gas capabilities and low-emission hydrogen production with Yara's ammonia production, shipping, and terminals, focusing on European demand [3] - Following the announcement, Air Products' stock price decreased by $24.64 per share, or 9.45%, closing at $236.05 per share on the same day [3] Group 2: Legal Investigation - Pomerantz LLP is representing investors of Air Products in an investigation regarding possible securities fraud or other unlawful business practices [1] - Investors are encouraged to contact Pomerantz LLP for more information regarding the class action [2]

Air Products and Chemicals, Inc. (NYSE:APD) is one of the best hydrogen stocks to buy right now. On December 9, Bernstein SocGen Group reiterated an Outperform rating on Air Products and Chemicals, Inc. (NYSE:APD) stock and kept the price target at $320. The analysts cited Air Products’ update on the negotiations with Yara. The negotiations center on plans for the companies to partner on large-scale, low-emission ammonia projects in the US and Saudi Arabia. The partnership is designed to de-risk these proj ...

In this episode of Capital Link's Shipping Sector Webinar Series, we had Kristian Sorensen, CEO of BW LPG Ltd. (NYSE:BWLP) (OSLO: BWLPG), Theodore (Ted) Young, CFO & Treasurer of Dorian LPG Ltd. (NYSE:LPG) , and Mads Peter Zacho, CEO of  Navigator Gas (NYSE:NVGS) . The webinar, moderated by Chris Robertson, Vice President, LNG Infrastructure and Maritime Shipping at Deutsche Bank Securities Inc., focused on the LPG carrier market. To watch the full discussion, please visit the following link: https://www.yo ...

Transaction Overview - OCI and Orascom Construction are combining to form a single Abu Dhabi-listed entity named "Orascom", with a secondary listing in Egypt[20] - OCI will receive 97,201,359 new Orascom Construction shares, resulting in approximately 47% ownership of Orascom Construction post-deal[20] - OCI shareholders will receive 04634 Orascom Construction shares for every 1 OCI share[20] Strategic Rationale and Value Creation - The combined entity aims to create a scalable infrastructure platform, delivering recurring sustainable income and strong returns by integrating concessions, EPC, and financing expertise[5] - The platform has a proven investment track record generating 39% IRR since 1999[7] - OCI realized over $116 billion in gross proceeds from divestments between 2023-2025 and has returned ~$7 billion to shareholders since 2022[29] - Orascom Construction's backlog reached $86 billion in 9M 2025, an 8% year-over-year growth[31] Market Positioning and Growth - Orascom Construction's 9M 2025 revenue was $34 billion, a 47% year-over-year growth, with EBITDA of $224 million, a 98% year-over-year growth[31] - The combined entity is strategically positioned to benefit from mega trends in infrastructure, water, energy, and mobility[17] - Weitz Company, acquired by Orascom Construction in 2012, has quadrupled its backlog and experienced a 58% CAGR in data centers[48] BESIX Group - OC acquired 50% of BESIX in 2004 for EUR 1875 million and has since received cumulative dividends of approximately EUR 280 million[57] - BESIX Group's backlog reached EUR 72 billion in 9M 2025[54]

Air Products and Chemicals Inc. (NYSE:APD) and Yara International ASA (OTC:YARIY) are collaborating to connect low-emission ammonia supplies from projects in Louisiana and Saudi Arabia to Yara's global distribution network, with the aim of making key commercial decisions in 2026.The companies said the collaboration would combine Air Products' low-emission hydrogen production with Yara's ammonia production, shipping and terminals, with Europe a major focus for demand. • Air Products shares are retreating fro ...

Core Viewpoint - Air Products & Chemicals is set to collaborate with Yara International to enhance ammonia production and distribution capabilities [1] Group 1: Company Overview - Air Products & Chemicals is focusing on expanding its operations in the ammonia sector through a strategic partnership with Yara International [1] - Yara International is recognized for its expertise in agricultural products and solutions, which complements Air Products' industrial gas production [1] Group 2: Industry Implications - The partnership aims to leverage both companies' strengths to meet the growing demand for ammonia in various applications, including fertilizers and clean energy [1] - This collaboration is expected to contribute to advancements in sustainable ammonia production methods, aligning with global trends towards greener technologies [1]

Core Viewpoint - Adecoagro S.A. has submitted a binding offer to acquire YPF's 50% stake in Profertil S.A., the largest producer of granular urea in South America, for approximately US$600 million, which is expected to enhance the company's scale and diversify its portfolio [1][2][5]. Acquisition Details - The offer is under similar terms to those previously agreed with Nutrien, and acceptance is subject to approval by YPF's Board of Directors in December 2025 [2]. - Upon completion, Adecoagro will control 90% of Profertil, with the remaining 10% held by Asociación de Cooperativas Argentinas [3]. Financial Aspects - The acquisition will be financed through existing cash balances, a new long-term credit facility, and proceeds from equity sales [3]. - Profertil has an annual capacity of approximately 1.3 million metric tons of urea and 790 thousand metric tons of ammonia, supplying about 60% of Argentina's urea consumption, with an average annual EBITDA of approximately US$390 million from 2020 to 2024 [4]. Strategic Importance - The acquisition is seen as a significant milestone for Adecoagro, enhancing its position as a key supplier in the regional agricultural sector and integrating a business with strong fundamentals and consistent cash generation [5]. - Profertil's strategic location in Bahia Blanca, Argentina, provides access to competitively priced natural gas and electricity, reinforcing Adecoagro's commitment to operational excellence [5]. Operational Integration - The transaction is expected to be completed by December 31, 2025, after fulfilling customary closing conditions, and Profertil will be fully consolidated into Adecoagro's operations [5].