The ongoing Strait of Hormuz blockade is driving up oil and fertilizer prices, creating opportunities for certain commodity stocks. Oil futures have surged roughly 60% year to date, with a 30% rally since late February. CF Industries stands to benefit from fertilizer shortages without production disruptions, as it doesn't source inputs via the strait. The company grew net earnings to $1.46 billion in 2025 and bought back $1.34 billion in shares. ExxonMobil, the largest publicly traded US oil company, earned $28.8 billion in 2025 and offers a 2.5% dividend yield. The stock gained over 80% in 2022 during a previous price surge. Vaalco Energy, operating in Gabon, Egypt and Côte d'Ivoire, has outperformed with nearly 70% year-to-date gains and offers a 4% dividend yield.

CF Industries Holdings has risen 11.9% after Middle East supply disruptions tightened global nitrogen markets and lifted fertilizer prices, highlighting the company's competitive advantage from access to relatively low-cost US natural gas. However, the company faces growing political and regulatory scrutiny over sharp urea price increases, including ongoing Department of Justice investigation into fertilizer pricing practices. This attention comes as CF accelerates its push into low-carbon ammonia through initiatives including a partnership with POET for low-carbon fertilizer production and carbon capture projects. The company's investment narrative now hinges on how long geopolitically driven fertilizer price tightness persists, balanced against regulatory risks. CF's narrative projects $6.4 billion revenue and $1.0 billion earnings by 2028, implying a slight revenue decline and earnings decrease from current levels.

CANstruction 2026 winners announced. By Stephanie Chaves March 9, 2026 - 3:46am The 13th annual CANstruction launched over the weekend with the set up of 10 displays at Lambton Mall. CF Industries took home four awards for its 'Toys Through The Times' display including Best Use of Theme, Most Cans, Best Use of Labels and Judge's Favourite. It's the fourth year in a row the Courtright facility has captured Judges Favourite. Shell Canada's display took home Best Meal and Pembina took home the award for Structural Ingenuity. Rookie Team of the Year went to Great Lakes Secondary School (GLSS) Key Club and Ymap won Junior Outstanding Structure. Residents can vote for their favourite until March 23. The display that raises the most money for the Inn of the Good Shepherd wins. Last year, CANstruction helped raise $26,000 dollars and over 31,000 pounds of food for the Inn's food bank. 2026 CANstruction display by Pembina. Blackburn Media photo by Stephanie Chaves. 2026 CANstruction display by No Frills. Blackburn Media photo by Stephanie Chaves. 2026 CANstruction display by Worley Parsons. Blackburn Media photo by Stephanie Chaves.