U.S. Lifts Sanctions on Belarusian Potash, Shares of Mosaic and Others Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Shares of Mosaic (MOS), Nutrien (NTR), CF Industries (CF), and Intrepid Potash (IPI) are under pressure on Monday after the U.S. announced it would remove sanctions on Belarusian potash fertilizers. According to Bloomberg, special envoy John Coale said President Trump ordered the sanctions lifted, effective immediately. More restrictions might be eased as U.S.-Belarus relations normalize, Coale added. Announcement follows Trump's push to rebuild ties with Belarusian President Alexander Lukashenko, the publication noted. PRICE ACTION: Share of Mosaic, Nutrien, CF, and Intrepid are trading down 3%, 4%, 1.5% and 1%, respectively.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CF?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CF
Wall Street analysts forecast CF stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 93.790
Low
72.00
Averages
87.55
High
100.00
Current: 93.790
Low
72.00
Averages
87.55
High
100.00
About CF
CF Industries Holdings, Inc. is a global manufacturer of hydrogen and nitrogen products. The Company is focused on decarbonizing its ammonia production network to enable low-carbon hydrogen and nitrogen products for energy, fertilizer, emissions abatement and other industrial activities. The Company's segments include Ammonia, Granular Urea, UAN, AN and Other. Ammonia segment produces anhydrous ammonia (ammonia), which is the base product that it manufactures (containing 82% nitrogen and 18% hydrogen). Granular Urea segment produces granular urea, which contains 46% nitrogen. UAN segment produces urea ammonium nitrate solution (UAN). AN segment produces ammonium nitrate (AN). Other segment primarily includes products, such as diesel exhaust fluid (DEF), urea liquor and nitric acid. Its manufacturing complexes in the United States, Canada, and the United Kingdom, a storage, transportation and distribution network in North America, and logistics capabilities enable a global reach.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CF Industries Reports Q4 Earnings Per Share of USD 2.59
Company Overview: FINDUS is a company that operates in the food industry, focusing on frozen food products.
Financial Performance: In Q4, FINDUS reported earnings per share (EPS) of $2.59, indicating a strong financial performance during this period.
See More
CF Industries Reports Q4 Sales of $1.872 Billion, Exceeding IBES Estimate of $1.781 Billion
- Q4 Sales Performance: Findus reported Q4 sales of USD 1,872 million.
- Comparison with Estimates: This figure exceeds Ibes' estimate of USD 1,781 million.
See More
CF Industries Reports Q4 Net Income of $404 Million
- Q4 Net Income: Findus Industries reported a net income of USD 404 million for the fourth quarter.
- Financial Performance: The financial results indicate a strong performance for the company in the last quarter of the fiscal year.
See More
CF Industries to Announce Q4 Earnings on February 18th
- Earnings Announcement: CF Industries is set to release its Q4 earnings on February 18th after market close, with consensus EPS estimated at $2.47 and revenue expected to reach $1.78 billion, reflecting a 17.1% year-over-year growth, which will provide crucial insights into the company's financial health.
- Earnings Estimate Fluctuations: Over the past three months, EPS estimates for CF Industries have seen four upward revisions and four downward adjustments, indicating a divergence in analysts' views on the company's profitability, which could impact investor confidence and stock price volatility.
- Revenue Estimate Adjustments: Similarly, revenue estimates have experienced three upward and three downward revisions, reflecting varying market perceptions of the company's sales capabilities in the current economic climate, which may directly affect its market performance.
- Industry Dynamics: CF Industries will also present at the Goldman Sachs Industrials and Materials Conference in 2025, enhancing its visibility in the industry while monitoring Mosaic's upgrade in the fertilizer market, which could influence CF's market strategy.
See More
Trump Signs Executive Order to Boost Phosphorus and Glyphosate Production
- National Security Focus: Trump signed an executive order invoking the Defense Production Act to promote domestic production of phosphorus and glyphosate, emphasizing their critical importance for U.S. economic and national security, thereby ensuring stability in agricultural and defense supply chains.
- Chemical Controversy: Glyphosate has been controversial due to its alleged links to cancer, and Trump's support aligns with the withdrawal of Health Secretary Kennedy from the election, highlighting the administration's focus on agricultural policy.
- Regulatory Implementation Requirement: The order mandates Agriculture Secretary Brooke Rollins to issue regulations to increase the supply of phosphorus and glyphosate, ensuring U.S. self-sufficiency in these critical chemicals and reducing reliance on foreign sources.
- Industry Response: Monsanto stated it will comply with the order, underscoring the urgent need for U.S. farmers to access domestically produced crop protection tools like glyphosate, reflecting the policy's direct impact on the agricultural sector.
See More
CF Industries Reports Q4 Earnings Beat Expectations
- Earnings Beat: CF Industries reported a Q4 GAAP EPS of $2.59, exceeding expectations by $0.24, indicating strong market performance and boosting investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $1.87 billion, a 23.0% year-over-year increase, surpassing market expectations by $90 million, reflecting robust demand and effective sales strategies in the fertilizer market.
- Positive Stock Reaction: Shares of CF Industries rose 2.41% in after-hours trading, indicating a favorable investor response to the earnings report, which may drive future investments and market performance.
- Optimistic Industry Outlook: With sustained fertilizer demand, CF Industries showcased its strategic plans at the upcoming 2025 Goldman Sachs Industrials and Materials Conference, suggesting the company will maintain competitiveness in the industry.
See More
CF Industries Reports Q4 Earnings Per Share of USD 2.59
Company Overview: FINDUS is a company that operates in the food industry, focusing on frozen food products.
Financial Performance: In Q4, FINDUS reported earnings per share (EPS) of $2.59, indicating a strong financial performance during this period.
See More
CF Industries Reports Q4 Sales of $1.872 Billion, Exceeding IBES Estimate of $1.781 Billion
- Q4 Sales Performance: Findus reported Q4 sales of USD 1,872 million.
- Comparison with Estimates: This figure exceeds Ibes' estimate of USD 1,781 million.
See More
CF Industries Reports Q4 Net Income of $404 Million
- Q4 Net Income: Findus Industries reported a net income of USD 404 million for the fourth quarter.
- Financial Performance: The financial results indicate a strong performance for the company in the last quarter of the fiscal year.
See More
CF Industries to Announce Q4 Earnings on February 18th
- Earnings Announcement: CF Industries is set to release its Q4 earnings on February 18th after market close, with consensus EPS estimated at $2.47 and revenue expected to reach $1.78 billion, reflecting a 17.1% year-over-year growth, which will provide crucial insights into the company's financial health.
- Earnings Estimate Fluctuations: Over the past three months, EPS estimates for CF Industries have seen four upward revisions and four downward adjustments, indicating a divergence in analysts' views on the company's profitability, which could impact investor confidence and stock price volatility.
- Revenue Estimate Adjustments: Similarly, revenue estimates have experienced three upward and three downward revisions, reflecting varying market perceptions of the company's sales capabilities in the current economic climate, which may directly affect its market performance.
- Industry Dynamics: CF Industries will also present at the Goldman Sachs Industrials and Materials Conference in 2025, enhancing its visibility in the industry while monitoring Mosaic's upgrade in the fertilizer market, which could influence CF's market strategy.
See More
Trump Signs Executive Order to Boost Phosphorus and Glyphosate Production
- National Security Focus: Trump signed an executive order invoking the Defense Production Act to promote domestic production of phosphorus and glyphosate, emphasizing their critical importance for U.S. economic and national security, thereby ensuring stability in agricultural and defense supply chains.
- Chemical Controversy: Glyphosate has been controversial due to its alleged links to cancer, and Trump's support aligns with the withdrawal of Health Secretary Kennedy from the election, highlighting the administration's focus on agricultural policy.
- Regulatory Implementation Requirement: The order mandates Agriculture Secretary Brooke Rollins to issue regulations to increase the supply of phosphorus and glyphosate, ensuring U.S. self-sufficiency in these critical chemicals and reducing reliance on foreign sources.
- Industry Response: Monsanto stated it will comply with the order, underscoring the urgent need for U.S. farmers to access domestically produced crop protection tools like glyphosate, reflecting the policy's direct impact on the agricultural sector.
See More
CF Industries Reports Q4 Earnings Beat Expectations
- Earnings Beat: CF Industries reported a Q4 GAAP EPS of $2.59, exceeding expectations by $0.24, indicating strong market performance and boosting investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $1.87 billion, a 23.0% year-over-year increase, surpassing market expectations by $90 million, reflecting robust demand and effective sales strategies in the fertilizer market.
- Positive Stock Reaction: Shares of CF Industries rose 2.41% in after-hours trading, indicating a favorable investor response to the earnings report, which may drive future investments and market performance.
- Optimistic Industry Outlook: With sustained fertilizer demand, CF Industries showcased its strategic plans at the upcoming 2025 Goldman Sachs Industrials and Materials Conference, suggesting the company will maintain competitiveness in the industry.
See More
