OB:YARChemicals
The Bull Case For Yara International (OB:YAR) Could Change Following EU Carbon Policy Shifts and Market Upgrades
In recent days, Jefferies upgraded Norwegian fertilizer producer Yara International to "buy," citing a tightening nitrogen market, declining gas costs, and favorable changes in European climate policy, particularly the upcoming Carbon Border Adjustment Mechanism (CBAM) set to begin in 2026. Analysts highlight that these developments could potentially reverse Yara’s historical carbon-cost disadvantage, creating a more competitive edge in the region.
We will examine how the EU’s new CBAM...