Who mentions $NTR most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $NTR most — 7 mentions in the past 12 months.

When was $NTR first mentioned on Surfaced?

The earliest tracked mention of $NTR in the Surfaced archive was on Dec 15, 2025.

How many voices track $NTR?

3 FinTwit voices have mentioned $NTR 13 times in the past 12 months.

What kind of voices mention $NTR most?

$NTR is mentioned most by Long Research voices on Surfaced.

$NTR — FinTwit mentions on Surfaced

Recent mentions

13 mentions

@rockbtmentriesJun 12, 2026 · 2:07 PM

Fertilizer stocks en fuego. The start of a mega-trend. $NTR $MOS $IPI $MLP.v

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@investmentguru_Mar 17, 2026 · 2:06 PM

Fertilizer stocks green today $CF $MOS $NTR

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@investmentguru_Mar 17, 2026 · 10:56 AM

Fertiliser stocks had pullback in last few days, looks interesting for next upside move $CF $MOS $NTR

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@investmentguru_Mar 15, 2026 · 8:49 PM

7 Critical Minerals & Fertilizer Stocks Need for Food Security Food security is no longer just a farming issue — it’s national security. Rising populations, climate volatility, and geopolitical tensions are turning agriculture and fertilizer into one of the most strategically important sectors. Why This Matters Now - Geopolitical risk – Middle East tensions could disrupt energy and ammonia exports, key for fertilizer production. - Rising energy prices – Natural gas is the backbone of nitrogen fertilizer; higher costs → higher fertilizer prices. - Limited arable land – Farmers must maximize yields → more fertilizer, seeds, and crop tech demand. - Critical minerals – Potash, phosphate, and other minerals are essential to feed the world. Fertilizer Producers $NTR – Global potash leader $CF – Energy-linked margins $MOS – Phosphate leverage $IPI – Small-cap, high-beta play Crop Tech & Seeds $CTVA – Advanced seeds and crop protection $ADM – Global grain logistics & trading Mining / Critical Minerals $LTHM – Lithium, potash, and other minerals needed for fertilizers and agriculture technology Food is becoming geopolitically strategic: • Fertilizer = energy-dependent & geopolitically sensitive • Crop tech = maximizing yield in limited land • Critical minerals = essential for fertilizer & agriculture infrastructure Investors who spot this convergence early could ride short-term momentum while positioning for long-term structural growth. Not financial advice. Markets involve risk.

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@blackpanthercapMar 15, 2026 · 6:06 PM

The Iran war has a second supply crisis nobody is pricing. It’s not oil. It’s food. $NTR hit a 52-week high this week. $CF is up 77% YTD. And the trade still has legs, but only if you buy the right name. Here’s why: 1. Hormuz isn’t just an oil chokepoint 33% of global seaborne fertilizer trade moves through the Strait of Hormuz. Qatar and Iran together export 350,000–400,000 metric tons of urea per month through it. Unlike oil which has the SPR, bypass pipelines, and IEA release mechanisms there is no strategic fertilizer reserve. When Hormuz closes, the fertilizer market is on its own. 2. First time in history; four supply shocks hitting simultaneously > Middle East: Hormuz closed, QatarEnergy halted ammonia/urea production March 2 > Russia: Ukrainian drone strikes hitting nitrogen plants + export restrictions > China: Phosphate export ban extended through August 2026 > Europe: Still running nitrogen at 75% capacity from the gas crisis The result: Urea: +77% since December 2025. Anhydrous ammonia: $850/ton in Iowa on Feb 13 → $1,050/ton today. North America price index: $810/ton — above the August 2025 peak. 3. The clock is the cruelest part 50% of U.S. nitrogen is applied in spring. Corn Belt planting begins late April. Gulf-to-US Gulf Coast transit = 30 days. Product that should be arriving now already isn’t coming. 25% of American farmers haven’t bought fertilizer yet for this season. At $1,050/ton anhydrous, they’re either paying up, driving prices further, or rotating to soybeans. A mass corn-to-soybean rotation means lower corn yields, tighter supply, and a secondary food price shock hitting grocery shelves by fall 2026. The chain from Hormuz closing to the cereal aisle is already in motion. 4. The plays and the landmine $NTR, currently at $83, targets $96–100. Nutrien produces all three nutrients; potash, nitrogen, phosphate, from North American operations with zero Middle Eastern logistics exposure. Wells Fargo upgraded to Overweight ($100 target) March 13. Jefferies upgraded to Buy ($96 target) same day. Cup-and-handle forming technically. Captures the full margin expansion without the shipping risk. Least DOJ exposure of the group. $CF, currently at ATH. The fundamental thesis is completely real. But here’s what the bulls aren’t talking about: > DOJ antitrust probe opened. CF named directly. >Senator Hawley sent a 9-page price gouging letter to CF’s CEO demanding document preservation from January 2025 to present. > CF EVP sold 18,041 shares on March 13. Stock was at an all-time high. DOJ probe already open. Hawley letter already public. When insiders sell at ATH into a regulatory investigation on national TV, that is not a company where the upside is unlimited from here. The move happened. The risk is asymmetric now. $MOS, fairly speculative. currently at $31, cheapest at 11x forward PE. DOJ named too but at a discount to CF. China phosphate ban lifting August is a headwind. High risk, high reward for size. 5. The second-order nobody is modeling yet If fertilizer application drops more than 10%, agronomists estimate global corn and wheat yields fall 5–8%. That’s a Q3/Q4 food price shock that isn’t priced into anything right now. ADM, Bunge, ag-tech precision application names are the next layer of this trade. The full play: $NTR, cleanest execution, 15–20% potential upside. $CF real tailwind, real regulatory grenade. Risky play. $MOS, speculative position only. The corn goes in the ground in six weeks. The fertilizer isn’t going to get there in time for everyone. That’s not a thesis. That’s already happening. Please note; This note financial advice. Commodity markets are volatile. DOJ investigations carry binary outcomes.

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@investmentguru_Mar 13, 2026 · 10:52 AM

$MOS $CF $NTR $IPI $LXU Fertilizer stocks are one group to watch as the Middle East conflict continues. The reason is simple: global fertilizer supply is heavily tied to the Middle East and the Strait of Hormuz. Nearly one-third of global fertilizer trade and large volumes of urea, ammonia, and sulfur move through this region, so any disruption immediately pushes prices higher. Recent reports show fertilizer prices already jumping 20–40% in some markets as shipping disruptions and energy costs rise. At the same time, fertilizer equities are reacting quickly: $CF – one of the biggest nitrogen producers and already among the top performers since the conflict began. $MOS – major phosphate producer benefiting from higher input prices. $NTR – global fertilizer giant gaining on supply-tightening expectations. $IPI – smaller potash producer that can move sharply during fertilizer rallies. $LXU – nitrogen and ammonia exposure tied to agricultural demand. If the conflict escalates or shipping disruptions continue: Fertilizer prices could stay elevated Farm input costs rise globally Fertilizer producers benefit from higher margins That’s why fertilizer stocks are becoming one of the most interesting commodity trades alongside energy right now.

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@investmentguru_Mar 13, 2026 · 12:08 AM

Fertilizer Stocks Strength Today $CF +13% $MOS +7% $NTR +6% $IPI +11% $LXU +15% Gave you in morning

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@investmentguru_Mar 12, 2026 · 3:57 PM

New trade emerging , hopefully $CF up 13% $NTR up 7% $MOS up 8%

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@investmentguru_Mar 12, 2026 · 10:50 AM

Fertilizer Stocks – A New Trade Emerging $CF $NTR $MOS As tensions around the Strait of Hormuz worsen, investors should start watching fertilizer stocks closely. Why this matters - The Middle East is a major exporter of fertilizer inputs like urea, ammonia, and sulfur, and disruptions in shipping through Hormuz can tighten global supply. Nearly one-third of global fertilizer trade moves through this route, so any escalation can quickly push prices higher. Fertilizer prices are already reacting — nitrogen prices have jumped ~30% since the conflict began, and fertilizer companies have started outperforming the market. Potential plays to watch $CF – nitrogen & ammonia producer, one of the biggest beneficiaries of rising fertilizer prices $NTR – world’s largest potash producer based in Canada $MOS – major potash & phosphate supplier $IPI – pure potash exposure $LXU – nitrogen fertilizer and ammonia products Market theme: If the Hormuz situation escalates, we could see a second commodity trade after oil — fertilizer. Energy → Fertilizer → Food inflation. Definitely a sector to keep on the radar.