Geopolitics Alpha

Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections

Published . Updated .

GEOPOLITICS ALPHAPinched ammonia supplies fromTrinidad add to US farmer painahead of electionsGEOPOLITICS ALPHA

This report is about fertilizer.

Directly affected

  • No company is named in this report.

Indirectly affected

  • MOO VanEck Agribusiness ETF-2.3% 30d

    VanEck Agribusiness ETF: it holds agribusiness and fertilizer firms. Linked by “ammonia” (fertilizer) in this story.

  • NTR Nutrien-9.8% 30d

    Nutrien (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story.

  • MOS The Mosaic-23.6% 30d

    The Mosaic (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story.

  • CF CF Industries Holdings+0.0% 30d

    CF Industries Holdings (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story.

  • SMG The Scotts Miracle-Gro+14.1% 11d

    The Scotts Miracle-Gro (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MOO-1.06%-2.14%base+0.38%after closeafter closeafter close
NTR-1.65%-0.50%base+1.14%after closeafter closeafter close
MOS-3.65%-0.38%base+3.54%after closeafter closeafter close
CF-2.00%-2.71%base-2.42%after closeafter closeafter close
SMG-5.51%-4.25%base+4.50%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections Reuters

Source: Reuters

How far Vaneck Etf Trust (MOO) has moved since 2 Nov 2026

CompanyWhenMoveStatus
CF Industries Holdings (CF)that day-2.42%final price
CF Industries Holdings (CF)three days earlier-2.71%final price
CF Industries Holdings (CF)five days earlier-2.00%final price
Vaneck Etf Trust (MOO)that day+0.38%final price
Vaneck Etf Trust (MOO)three days earlier-2.14%final price
Vaneck Etf Trust (MOO)five days earlier-1.06%final price
Mosaic (MOS)that day+3.54%final price
Mosaic (MOS)three days earlier-0.38%final price
Mosaic (MOS)five days earlier-3.65%final price
Nutrien (NTR)that day+1.14%final price
Nutrien (NTR)three days earlier-0.50%final price
Nutrien (NTR)five days earlier-1.65%final price
Scotts Miracle-Gro (SMG)that day+4.50%final price
Scotts Miracle-Gro (SMG)three days earlier-4.25%final price
Scotts Miracle-Gro (SMG)five days earlier-5.51%final price

Who gains and who loses around Vaneck Etf Trust (MOO)

Companies carried with this story

  • MOO Vaneck Etf Trust

    For “Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: VanEck Agribusiness ETF: it holds agribusiness and fertilizer firms. Linked by “ammonia” (fertilizer) in this story

  • NTR Nutrien

    In “Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections,” Nutrien (NTR) is linked, with no stored direction, medium confidence. Reason on file: Nutrien (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story

  • MOS Mosaic

    Mosaic (MOS) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections.” Reason on file: The Mosaic (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story

  • CF CF Industries Holdings

    For “Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections,” CF Industries Holdings (CF) is linked, with no stored direction, medium confidence. Reason on file: CF Industries Holdings (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story

  • SMG Scotts Miracle-Gro

    In “Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections,” Scotts Miracle-Gro (SMG) is linked, with no stored direction, medium confidence. Reason on file: The Scotts Miracle-Gro (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story

Vaneck Etf Trust (MOO)

On 2 Nov 2026, “Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections” is the story that connects Vaneck Etf Trust (MOO) to this story.

What ties Vaneck Etf Trust (MOO) to the headline is this: VanEck Agribusiness ETF: it holds agribusiness and fertilizer firms. Linked by “ammonia” (fertilizer) in this story

Nutrien (NTR) is here too. Its reason reads: Nutrien (agricultural chemicals): fertilizer makers move with crop-nutrient prices. Linked by “ammonia” (fertilizer) in this story

Dates in the story, and the Vaneck Etf Trust (MOO) price range

MOO traded between 79.94 and 82.66 across 20 sessions. The latest close on file is 82.05. MOS traded between 16.99 and 21.49 across 20 sessions. The latest close on file is 18.39. NTR traded between 66.92 and 72.58 across 20 sessions. The latest close on file is 69.42.

How strong the case is around Vaneck Etf Trust (MOO)

40 out of 100

“Pinched ammonia supplies from Trinidad add to US farmer pain ahead of elections” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.