Fertilizer producers offer a way to capture the nitrogen bottleneck created by the Strait of Hormuz disruption, with 20-30% or potentially double that return potential if a real crisis occurs, through companies like CF Industries, Nutrien, and Mosaic.
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Speaker
Unidentified Speaker — Why the Food and Energy shock will outlast the War — and ho… [x3eUAWjvXl0]Evidence Quote
“fertilizer producers...CF uh International, um Nutrien, and Mosaic are probably just some simple ways to do it...20-30% returns. And if we get into some kind of a real crisis, which is possible, you know, could be could be double that”
Source
Why the Food and Energy shock will outlast the War — and how You can position for it— Brent Johnson Milkshakes Pod | Investing • FinanceCreated: 8/12/2026, 10:20:37 PM
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