Fertilizer prices have risen sharply in almost three years, largely due to the ongoing conflicts in the Middle East.
After all, about a third of the world’s fertilizer traffic passes through the Strait of Hormuz, which was blocked when the attack on Iran began.
That said, some fertilizer companies may be seen as forcing sports this month. Therefore, Finbold has compiled a list of the top three fertilizer products that should be monitored in April.
1. CVR Partners (UAN)
CVR Partners (NYSE: UAN), an ammonia-focused company, was on track to advance the Strait of Hormuz news, reporting 2025 EBITDA of $211 million.
In addition, ammonia prices increased by about 32% year-on-year in the fourth quarter, which triggered the CVR at the beginning of 2026. Indeed, during Q4 call for money in February, CEO Mark Pytosh himself said that the company’s order book was bigger than ever.
In the same order, he added that the company is working on a new business plan, seeking to improve service reliability and cooperation. The new strategy includes flexible feedstock projects and capacity building for resilience and flexibility.
CVR’s performance so far this year will be revealed in the company’s next quarterly earnings report, scheduled for April 29.
2. CF Industries Holdings (CF)
CF Industries Holdings, Inc. (NYSE: CF) manufactures and sells ammonia, granular urea, urea ammonium nitrate (UAN), and ammonium nitrate (AN) products, among others. Up 55% year to date, with a forward P/E ratio of about 9.9, about 40% below the median, the stock appears undervalued relative to its peers.
One of the advantages of CF is that it produces nitrogen fertilizers in the US, using cheap shale. gaswhich helps them not to be affected by other problems of the world. As a result, CF continues to build strong margins that could be sustainable this year.
On the other hand, this also means that a return to pre-war global energy levels may lead to instability and, therefore, less income. However, Goldman Sachs appears to be cautiously optimistic about CF Industries, raising its target price from $103 to $132 on April 14 and citing the impact of the war on nitrogen fertilizers.
3. Solid Potash (IPI)
Strong Potash (NYSE: IPI), the producer of potassium chloride in the US, is up almost 40% in 2026, and considering that its 2025 EBITDA of $ 63 million was the strongest in almost a decade, investors are very happy to receive the next earnings in early May.
Also notable is that, in 2025, Intrepid sold 303,000 tons of Trio, its premium potassium product. Now, it is projecting a nearly 7% increase in production growth in 2026.
Additionally, the company’s lithium project in Wendover, Nevada, helps differentiate its portfolio. Indeed, the company reported that about 119,000 tons of lithium carbonate equivalents, with a production capacity of about 5,000 tons per year, could boost cattle blame over time.
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