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73/100 Bearish 25.05.2026 · 04:00 Finrend AI ⏱ 1 dk 👁 6 TR

Fertilizer Companies Cut Production as Iran War Tightens Sulfur Supply

Fertilizer producers have decided to reduce their output as the war in Iran constricts sulfur supply. Sulfur is a critical raw material in the production of phosphate fertilizers, and this situation is particularly affecting farmers in developing countries. The supply bottleneck caused by the war is driving up fertilizer prices while also increasing production costs. This reduction in phosphate fertilizer production risks lowering crop yields for farmers in low-income countries. Farmers are forced to reduce the amount of phosphate they apply to their fields due to rising costs. This could lead to significant agricultural losses, especially in regions where food security is fragile. The supply squeeze in the global fertilizer market is also impacting major industry players. Companies are revising their production plans due to uncertainties in raw material procurement, and prices are expected to remain high in the short term. Experts warn that if the conflicts in Iran persist, the sulfur supply contraction could deepen further. These developments are increasing cost pressures in the agricultural sector, while reduced fertilizer use poses an upside risk to global food inflation. Countries particularly dependent on phosphate fertilizers may seek alternative supply sources. This is not investment advice.

📊 CF — Piyasa Yorumu

▲ up · 60%

The news points to a geopolitical development that restricts fertilizer production and tightens sulfur supply. This could create supply constraints and price increase potential for fertilizer producers such as CF. Technically, while the stock experienced a 5% decline in the last session, the RSI is at 45, indicating a neutral zone, and the MACD is giving a sell signal but weakening. In the short term, the positive impact of the news may offset the weakness in technical indicators, potentially leading to an upward movement in the stock.

RSI 14
45.3
MACD
-0.84
24h Δ
-5.24%

📊 MOS — Piyasa Yorumu

▲ up · 65%

The news points to cuts in fertilizer production and a tightening in sulfur supply. This situation is pushing fertilizer prices higher, potentially increasing profitability for companies like Mosaic. Technical indicators also support the uptrend: RSI is in strong territory at 65, MACD is above its signal line, and the price is above both the 20-day and 50-day moving averages. The 4.6% increase in the last 24 hours suggests momentum could continue. However, the RSI approaching overbought territory brings a short-term correction risk.

RSI 14
65.4
MACD
0.19
24h Δ
4.65%

📊 NTR — Piyasa Yorumu

▼ down · 60%

The news highlights a geopolitical development that restricts fertilizer production and tightens sulfur supply. This poses risks of cost increases and production cuts for fertilizer companies such as NTR. Technical indicators also point to weakness: the price is below the 20- and 50-day moving averages, the RSI at 43 is below the neutral zone, and the MACD is negative below the signal line. The 2.8% decline in the last 24 hours indicates increasing selling pressure. With negative news flow and technical weakness in the short term, the likelihood of continued downward movement is high.

RSI 14
43.2
MACD
-0.26
24h Δ
-2.83%

📊 ADM — Piyasa Yorumu

▼ down · 65%

The news points to cuts in fertilizer production and a tightening in sulfur supply. This could mean increased costs and margin pressure for companies operating in the agriculture and fertilizer sector, such as ADM. Technical indicators also confirm weakness: RSI at 41 is near the oversold territory, MACD is below the signal line, and the price is trading below both the 20-day and 50-day moving averages. The 2.6% decline in the last 24 hours may reflect an early reaction to the negative news. Selling pressure is likely to persist in the short term.

RSI 14
41.5
MACD
-0.45
24h Δ
-2.59%
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