CF Shares Up 15% in 3 Months: Here's What's Driving the Upside

CF Industries shares rallied 14.6% in three months, outperforming the Fertilizers industry. The company benefits from strong nitrogen demand, higher fertilizer prices, and a tightening global supply-demand balance due to geopolitical disruptions. CF Industries has repurchased 2.2 million shares and raised its quarterly dividend by 20%, with management projecting robust demand through 2027.