Buy CF by Jun 5, 2026.

**Hello regards,** my last post on plug was criticized heavily but today I come to you with the next play CF Industries. CF produces nitrogen fertilizer using **cheap US natural gas** but sells at **global fertilizer prices**. Nitrogen fertilizer production = **extremely natural-gas intensive**. The Middle East exports huge volumes of: * Ammonia * Urea * Fertilizer feedstocks Almost all of it moves through the **Strait of Hormuz**. Both the countries producing the fertilizer and the supply chain are being …