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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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CVR Partners is a compelling value play, benefiting from rising fertilizer prices and geopolitical risks impacting European natural gas supplies. UAN offers a strong 10% dividend yield, stable operations, and low correlation with the broader market, making it an attractive portfolio hedge. Geopolitical tensions in the Middle East, particularly around the Strait of Hormuz, could trigger a surge in European gas prices, improving fertilizer economics for US producers.
