Shares of Mosaic Co. – one of the two largest fertilizer makers by sales – were off 31.4% to $46.33. Mosaic stock has lost two-thirds of its value since mid-June. However, Mosaic remains optimistic: “I would counsel investors to keep their cool and focus on the outstanding fundamentals of this business,” said Larry Stranghoener, the company’s chief financial officer. “We believe we have a very positive outlook and are going to generate a lot of cash throughout this financial year.”
Potash Corp. of Saskatchewan, Canada, the other major player in the fertilizer industry, was down 20.1% at $102.31, less than half of its summer peak. Another peer, Bunge Ltd. (BG), fell 19% to $51.01, down about 60% from its high point. Chemical giant Monsanto Co.’s stock was recently down 13% to $85.89, putting it 41% below its high.
上周尿素价格大幅下跌，导致Agrium Inc.股价下跌；在撰写本文时，他们的位置是 21% 至 $43.35。其他农业行业公司也紧随其后，例如农业设备制造商迪尔公司 (Deere Co.)，其价格从 9.3% 下跌至 $42。
基于磷酸盐和钾肥疲软的迹象，美林证券下调了农用化学品行业的投资评级。由于信贷稀缺，农民可能难以获得种子、肥料和其他农业投入品所需的资金。