CF Industries Inc.

An aerial view of drought-affected farms, 130 km east of Denver, Colo. Green areas are irrigated, the yellow areas are dryland wheat crops. Photo by Lance Cheung/USDA

US drought: a benefit to fertilizer companies?

If the dry weather in the U.S. continues, it could turn out to be “the worst drought of our generation,” CIBC analyst Jacob Bout writes in a 196-page industry report, noting that damage to the corn crop so far this year is…


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