Geopolitics Alpha

3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds

Published . Updated .

Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, ICL and IPI are set to tackle the challenges.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UGA UNITED STATES GASOLINE FUND LP

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • HYG ISHARES TR

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • GSG ISHARES S&P GSCI COMMODITY-

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • DBA INVESCO DB MULTI-SECTOR COMM

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • MOO VANECK ETF TRUST

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • XME SPDR SERIES TRUST

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • XLY SELECT SECTOR SPDR TR

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • IWM ISHARES TR

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • IEI ISHARES TR

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • BAMG BROOKSTONE GROWTH STOCK ETF

    GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UGA———————
HYG———————
GSG———————
DBA———————
MOO———————
XME———————
XLY———————
IWM———————
IEI———————
BAMG———————

Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, ICL and IPI are set to tackle the challenges.

Source: Nasdaq Markets

How far United States Gasoline Fund (UGA) has moved since 1 Oct 2026

Since the first closing price after “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” United States Gasoline Fund (UGA) is -3.72%. The S&P 500 fund (SPY) is -0.40% over the same days, a -3.32% difference versus the market.

UGA
SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies tied to this story

  • UGA United States Gasoline Fund

    In “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    In “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    In “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    In “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    In “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA)

The 1 Oct 2026 story “3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds” names United States Gasoline Fund (UGA) because of this story.

What ties United States Gasoline Fund (UGA) to the headline is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Ishares Tr (HYG) is here too. Its reason reads: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Price levels for United States Gasoline Fund (UGA)

GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. HYG traded between 76.40 and 78.75 across 20 sessions. The latest close on file is 76.82. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

A simple score for United States Gasoline Fund (UGA)

46 out of 100

“3 Fertilizer Stocks to Keep an Eye on Amid Industry Headwinds” scores 46 out of 100. The score uses 1 sources, and 14 linked companies.