CVR Energy, Inc. (NYSE:CVI) is among the best oil & gas refinery stocks to buy now. CVR Energy, Inc. (NYSE:CVI) reported its Q4 2025 results on February 18. It posted a loss per share of $0.80, which missed the consensus forecast of a loss per share of $0.59. Revenue of $1.81 billion surpassed the consensus expectation of $1.76 billion. CVR Energy, Inc. (CVI) Balances Operational Changes with Market Opportunities During the quarter, the company completed the process of reverting its Wynnewood facility fr ...

The share price of CVR Energy, Inc. (NYSE:CVI) fell by 8.47% between February 11 and February 18, 2026, putting it among the Energy Stocks that Lost the Most This Week. CVR Energy (CVI) Posts Results for Q4 2025 CVR Energy, Inc. (NYSE:CVI) is primarily engaged in renewable fuels, petroleum refining and marketing, and nitrogen fertilizer manufacturing in North America. CVR Energy, Inc. (NYSE:CVI) posted its Q4 2025 results on February 18. The company reported an adjusted loss per share of $0.80, slightly ...

Core Viewpoint - CVR Energy, Inc. has experienced a significant decline in share price and is facing operational challenges, leading to projected net losses for Q4 2025, which contrasts sharply with the previous year's performance [1][3][4]. Group 1: Company Overview - CVR Energy, Inc. is involved in renewable fuels, petroleum refining, marketing, and nitrogen fertilizer manufacturing in North America [2]. Group 2: Financial Performance - For Q4 2025, CVR Energy estimates a net loss attributable to shareholders between $105 million and $120 million, compared to a net profit of $28 million in the same quarter last year [3]. - The company's refining throughput for Q4 2025 is projected to be between 210,000 and 220,000 barrels per day, slightly lower than the previous year's throughput of 214,000 bpd [3]. Group 3: Operational Challenges - The ammonia utilization rate for Q4 2025 is expected to be 60%-65%, a significant drop from 96% in the same period last year, due to operational challenges and a prolonged maintenance shutdown at the Coffeyville fertilizer plant [4]. Group 4: Analyst Ratings - On January 29, JPMorgan reduced its price target for CVR Energy from $22 to $21 while maintaining an 'Underweight' rating on the shares, following the company's earnings update [5].

Group 1 - The event is hosted by Maria Gabrielsen, the Head of Investor Relations at Yara, and is both in-person and streamed online [1] - The agenda includes presentations from various executives, starting with an introduction to Yara's strategic priorities by Svein Tore, followed by insights into the nitrogen market by Silje Nygaard, and production priorities by Johan Labby [2] - The event will conclude with financial insights from CFO Magnus and closing remarks from Svein Tore Holsether [2] Group 2 - A Q&A session will follow the presentations, allowing online participants to submit questions via email and in-person attendees to ask questions directly [3]

Group 1 - Nutrien Ltd (NYSE:NTR) is recognized as one of the best fertilizer stocks to invest in, with a price target raised to $65 from $61 by Mizuho analysts, while the stock has rallied approximately 36% in 2025 [1] - The company completed the sale of its 50% equity position in Profertil S.A. for $600 million, marking a significant step in its portfolio simplification strategy [2] - Nutrien's President and CEO, Ken Seitz, stated that the sale enhances earnings quality and cash conversion, with plans to allocate proceeds towards growth investments, share repurchases, and debt reduction [3] Group 2 - Nutrien Ltd is the world's largest provider of crop inputs and services, involved in the entire agricultural value chain, producing potash, nitrogen, and phosphate fertilizers, and distributing them globally [4]

Core Insights - Petrobras is set to significantly impact Brazil's agricultural supply chain by aiming to supply approximately 20% of the country's nitrogen fertilizer demand by 2026, reducing reliance on imports [1][10] - The company is reactivating three key fertilizer plants, which will collectively contribute over 12% of Brazil's nitrogen fertilizer market, with a fourth plant in Mato Grosso do Sul expected to add an additional 15% [3][4][6] Reactivation of Key Fertilizer Plants - Petrobras is restoring operations at three nitrogen fertilizer plants under CEO Magda Chambriard's leadership, aligning with national development goals [2] - The Bahia plant is projected to supply 5% of national urea, while the Sergipe facility is expected to meet 7% of domestic demand, totaling over 12% when fully operational [3] - The Paraná facility has resumed production and is anticipated to provide 8% of the nation's urea requirements, contributing to the overall goal of 20% supply by next year [4] Future Expansion Plans - Petrobras is planning to complete and reactivate a fourth nitrogen fertilizer plant in Mato Grosso do Sul, which is expected to deliver an additional 15% of Brazil's nitrogen fertilizer demand [5][6] - This expansion would enable Petrobras to supply up to 35% of the country's total nitrogen fertilizer needs, enhancing domestic agricultural input availability [6] Strategic Importance for Brazil - The initiative addresses Brazil's historical dependency on imported fertilizers, which has exposed the country to geopolitical and logistical vulnerabilities [11] - By enhancing domestic production, Petrobras aims to improve national sovereignty over agricultural inputs, providing farmers with more predictable access to essential nutrients [12] Environmental and Economic Implications - Localized production of nitrogen fertilizers is expected to reduce the carbon footprint associated with long-distance imports and support job creation in industrial regions [13] - The revival of fertilizer production is part of Petrobras' broader industrial revitalization plan, aimed at diversifying its portfolio and stabilizing domestic markets [14][15] Alignment with National Policy - Petrobras' investment in fertilizer production aligns with President Luiz Inácio Lula da Silva's vision for a self-sufficient agricultural sector, emphasizing the strategic importance of domestic fertilizer production for food security [8][9] - The initiative is supported by public policies aimed at fostering domestic production, positioning Petrobras as a key player in Brazil's agricultural future [9]

Core Insights - Brazilian oil company Petrobras is set to restart operations at three local plants, which will enable it to supply approximately 20% of the country's total nitrogen fertilizer demand [1] Company Summary - Petrobras will resume operations at three plants, enhancing its capacity to meet domestic nitrogen fertilizer needs [1] - The CEO, Magda Chambriard, highlighted the significance of this move for the company's role in the agricultural sector [1] Industry Summary - The restart of these plants is expected to have a substantial impact on the nitrogen fertilizer market in Brazil, addressing a critical demand in the agricultural industry [1] - This development aligns with broader trends in the fertilizer industry, where local production is increasingly prioritized to reduce dependency on imports [1]

Core Insights - CF Industries Holdings, Inc. (CF) shares have increased by 28% over the past three months, outperforming the industry's 18.9% rise and the S&P 500's approximately 15.7% increase during the same period [1][9]. Group 1: Market Dynamics - CF Industries is benefiting from strong global demand for nitrogen fertilizers, driven by robust agricultural activity and recovery in industrial demand post-pandemic [3][4]. - The company projects favorable global supply-demand dynamics for nitrogen in the near term, supported by a low global corn stocks-to-use ratio and weak production economics in Europe [4][5]. - In North America, strong nitrogen demand is anticipated during the spring planting season, with an expected increase in corn acreage by 2025 due to higher returns compared to soybeans [5]. Group 2: Financial Performance - CF Industries generated $586 million in net cash from operating activities in the first quarter, marking a 32% increase year-over-year [6]. - The company repurchased 5.4 million shares for $434 million in the first quarter, with approximately $630 million remaining under the existing $3 billion share buyback program [6]. - A new $2 billion share repurchase program has been approved by the board, set to run through 2029 [6]. Group 3: Revenue Growth - Rising nitrogen prices have led to a nearly 13% year-over-year increase in net sales, reaching $1,663 million in the first quarter [7][10]. - The average selling prices for most core products increased due to higher global energy costs, which raised market-clearing prices to meet global demand [10].

Core Insights - CF Industries Holdings, Inc. (CF) shares have increased by 20.8% over the past three months, outperforming the Zacks Fertilizers industry's rise of 19.2% and the S&P 500's increase of approximately 4% [1][8] Group 1: Demand and Market Dynamics - The company benefits from rising global demand for nitrogen fertilizers, driven by strong agricultural demand and recovering industrial demand post-pandemic [3][4] - High corn planting acres and low nitrogen channel stockpiles are expected to boost nitrogen demand in North America, while Brazil and India are also projected to see strong demand for urea due to increased corn plantings and low inventories [3][5] Group 2: Financial Performance - CF Industries reported a 13% year-over-year increase in net sales, reaching $1,663 million in the first quarter, attributed to higher nitrogen prices and rising global energy costs [9] - The net cash generated from operating activities was $586 million in the first quarter, marking a 32% year-over-year increase [6] - The company repurchased 5.4 million shares for $434 million during the first quarter and has a remaining $630 million in its current $3 billion share repurchase program, along with a newly approved $2 billion buyback program effective through 2029 [6][8]

Core Viewpoint - CF Industries Holdings, Inc. has experienced a 15% increase in share price over the past month, outperforming both the Zacks Fertilizers industry and the S&P 500 index during the same period [1][3]. Group 1: Demand Factors - The rising global demand for nitrogen fertilizers is primarily driven by significant agricultural needs and recovering industrial demand post-pandemic [3]. - In North America, high levels of corn planted acres and low nitrogen channel inventories are expected to boost nitrogen demand [3]. - Brazil is anticipated to see strong urea demand due to increased corn plantings, while India is expected to experience low inventory levels, driving urea imports [5]. Group 2: Supply-Demand Balance - The global supply-demand balance for nitrogen fertilizers is expected to remain favorable due to low corn stocks-to-use ratios and challenging production conditions in Europe [4]. - CF Industries anticipates strong nitrogen demand during the spring application season, driven by favorable returns for corn compared to soybeans [5]. Group 3: Financial Performance - CF Industries reported a 13% year-over-year increase in net sales, reaching $1,663 million in the first quarter, attributed to higher nitrogen prices [6]. - The company’s net cash provided by operating activities increased by approximately 32% year-over-year to $586 million [8]. - CF Industries repurchased 5.4 million shares worth $434 million during the quarter and has a remaining $630 million in its current $3 billion share repurchase program, along with a newly authorized $2 billion program effective through 2029 [8].