The Pentagon Started Paying Attention to This Story.

How does money start flowing into major resource cycles?

Usually, the government moves first.
Then Wall Street shows up.

That looks to be exactly what's happening with graphite.

The U.S. has woken up to a serious problem: it still depends heavily on foreign supply for a mineral tied to national defense, batteries, and power. Now Washington is starting to put real dollars behind the push for domestic graphite.

And one small company is stepping into that moment.

And the stock still trades near $1.

Why the Timing Matters Now:

Washington is putting real money behind domestic graphite
This company is positioned as the U.S. pushes to build supply at home
The narrative around graphite remains early

Washington moved first.
Wall Street may be next.

Meet the company supported by Washington ahead of the next resource cycle >

Additional Reading from MarketBeat

Not Just Oil: 3 Fertilizer Stocks Boosted by Hormuz Closure

Reported by Dan Schmidt. Article Published: 3/19/2026.

Key Points

Crude oil isn't the only commodity seeing its price soar due to the Strait of Hormuz closure.
Many plant nutrients required for fertilizer, like nitrogen, phosphate, and potash, are produced in the Persian Gulf and shipped through the Strait.
With an estimated 30% of global fertilizer stocks now stuck in transit, North American producers are reaping the benefits of high prices and low inputs.
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Soaring gas prices are the most blunt and visible reminder of the war in Iran, but crude oil isn't the only commodity affected by disruptions in the region's crucial waterway. Fertilizer inputs such as urea, potash, ammonia, and sulfur are produced across the Persian Gulf, and an estimated 30–35% of all plant nutrients rely on the contested Strait of Hormuz for transit. While fertilizer prices usually aren't a top concern for most American consumers, they could create problems for the 2026 spring planting season in the Northern Hemisphere, which is just beginning. The disruption has also created a sizable tailwind for domestic fertilizer producers, who can capture significant margin gains as global supply tightens.

The Strait of Hormuz Crisis Is Reshaping Global Fertilizer Markets

On a normal day, you could sail across the Strait of Hormuz in less time than it takes to drive through downtown Manhattan. Its narrow 21-mile corridor between Iran, Oman, and the UAE is exactly why it has become such a chokepoint: it is the main shipping exit from the Persian Gulf to the open ocean.

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Now that Iran has effectively made the Strait of Hormuz impassable, it is stranding about 20 million barrels of oil each day, 20% of the world's liquefied natural gas (LNG) supply, and large volumes of petrochemicals. While the energy sector gets the headlines, the closure has also left roughly a third of the global fertilizer supply stranded. Key affected chemicals include:

Nitrogen fertilizers - Urea and ammonia are the most affected nitrogen-based products. About 10% of the global urea supply comes from a single facility in Qatar, and roughly 35% of traded urea and 30% of traded ammonia must traverse the Strait — shipments that are now stalled. The supply shock is already being felt; New Orleans urea prices have reached as high as $680 per metric ton.
Phosphate and potash - Phosphate-based fertilizers require sulfur, another key input shipped through the Persian Gulf, whose price has surged since the conflict began. Potash inventories have also fallen sharply year over year. The phosphorus shortage prompted the Trump administration to invoke the Defense Production Act to boost domestic supplies of phosphorus, which has military as well as agricultural uses.

3 Stocks That Benefit From Higher Fertilizer Prices

With global supplies of these nutrients in disarray, companies that produce fertilizer outside the Persian Gulf — particularly in North America, where natural gas prices are not rising as quickly — are positioned to benefit. Three companies have already started to rally on the shortage, and the longer the Strait of Hormuz remains closed, the more these firms could see margin expansion and stock-price gains.

Nutrien Ltd.: The Safe and Diversified Fertilizer Investment

Canadian fertilizer producer Nutrien Ltd. (NYSE: NTR) is a relatively conservative way to play the supply shock. With a roughly $37 billion market cap, Nutrien produces all three major nutrients: nitrogen, phosphate, and potash.

Controlling about 20% of the potash market and operating more than 1,500 locations across North America, Nutrien can capture margins regardless of which input price is spiking. Expecting an extended supply disruption, analysts at Wells Fargo and Jefferies upgraded NTR from Neutral to Buy last week, with price targets of $100 and $96, respectively.

NTR shares are up more than 25% year-to-date (YTD). The sector's recent pullback may offer a new entry opportunity: the uptrend remains intact with support at the 50-day moving average, though the Relative Strength Index (RSI) recently entered overbought territory, prompting some profit-taking. Momentum should remain favorable as long as shortages persist.

CF Industries: Margin Boost From Nitrogen/Natural Gas Spread

CF Industries Holdings Inc. (NYSE: CF) is a pure-play nitrogen producer, making urea, ammonia, and urea ammonium nitrate (UAN).

The company benefits from a structural advantage: its terminal locations allow it to use relatively affordable U.S. natural gas to produce nitrogen-based products, which it can then sell into tighter global markets. European and Asian suppliers face higher costs because of constrained LNG supplies, allowing CF to be competitive abroad while expanding margins thanks to its lower input costs.

CF shares are up more than 60% YTD, making the stock one of the S&P 500's top performers. Bullish technical momentum remains strong, and the nitrogen-price catalyst is unlikely to fade soon; the recent roughly 10% pullback looks more like profit-taking than a trend reversal.

Mosaic Co.: Risky Value Play With High Upside

The Mosaic Company (NYSE: MOS) is a higher-risk play because of its dependence on sulfur, which is often transported through the Strait of Hormuz in large volumes.

Because sulfur is a key input for phosphorus-based fertilizers, Mosaic's ability to expand margins is somewhat limited despite rising phosphate and potash prices. The company also faces headwinds after a sizable EPS miss in its Q4 2025 earnings report, which pressured the stock.

MOS shares have lagged peers, with an approximately 18% YTD gain. However, the stock could catch up if Mosaic resolves its operational issues. Technically, the shares appear to be consolidating between the 50-day and 200-day moving averages, and a bullish MACD crossover hints that MOS may be poised to bounce higher off the 50-day.

Exclusive Article from MarketBeat Media

MarketBeat Week in Review – 03/09 - 03/13

Author: MarketBeat Staff. Publication Date: 3/14/2026.

Despite continued volatility, stocks have remained resilient as investors navigate the fog of war. Much of the story centers on oil: when crude rises, stocks often fall, and vice versa. But the larger issue is uncertainty — how long will the conflict last, and what will energy prices look like afterward?

Economic indicators look generally favorable. The latest CPI reading came in as expected, further suggesting that inflation is moderating toward the Federal Reserve's target. Earnings season has also reinforced the picture of a resilient economy.

All of this sets the stage for the Fed meeting next Wednesday. Interest rates are likely to remain unchanged. Whatever the outcome, MarketBeat analysts will highlight the opportunities that volatility creates. Here are some of our most popular articles from this week.

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Key Points

Stocks moved lower this week on investor uncertainty over the length of the Iran conflict and its impact on oil prices.
The economic indicators remain favorable and support the likelihood that interest rates will remain unchanged after next week’s Federal Reserve meeting.
Here are some of our most popular articles from this week.
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Articles by Thomas Hughes

SpaceX is one of the most talked-about companies — and it's not public... yet. This week, Thomas Hughes explained why SpaceX is critical to the commercial space industry and why the deal structure will be key to making its initial public offering (IPO) possible.

Hughes also covered the earnings report from FuelCell Energy (NASDAQ: FCEL). Although the balance sheet is improving, the company continues to burn cash, highlighting the challenges that remain to bring hydrogen mainstream.

Costco Wholesale Corp. (NASDAQ: COST) delivered a solid earnings report this week. Hughes noted the stock offers a buy-now, get-paid-later scenario, and many still expect a possible special dividend.

Articles by Sam Quirke

This week, Sam Quirke warned Tesla shareholders to be careful what they wish for. The company reported higher electric-vehicle sales in China, but that wasn't enough to lift the stock, which investors now seem to view more as an AI/robotics play.

Quirke also checked in on Atlassian Corp. (NASDAQ: TEAM). The stock is down roughly 80% over the past year, making it one of the hardest-hit technology names in the AI-driven selloff. Read Quirke's piece to see why the worst may be over.

Big oil stocks are often viewed as long-term investments rather than trades, but these aren't normal times. Quirke analyzed the surge in Chevron Corp. (NYSE: CVX) and explained why the trade may unwind faster than investors expect.

Articles by Chris Markoch

The recent sell-off is a reminder that valuation often doesn't matter — until it does — so investors are piling back into blue-chip names. This week, Chris Markoch highlighted three blue-chip stocks with defensive qualities for the sector-rotation trade.

Gold continues to attract attention in the metals and mining space, but Markoch pointed out an emerging copper shortage and why three copper stocks are positioned to pick up the slack from aging mines.

Markoch also wrote about Evolv Technologies Inc. (NASDAQ: EVLV). The manufacturer of AI-powered weapons-detection systems reported a surprise profit this quarter on strong demand that could change the long-term outlook for this speculative stock.

Articles by Ryan Hasson

Alphabet Inc. (NASDAQ: GOOGL) has been one of the best-performing stocks among the Mag 7 over the past 12 months. Ryan Hasson analyzed the recent pullback in GOOGL and explained why the fundamentals suggest it's a healthy pullback within a long-term uptrend.

The circular AI trade continues. This week, NVIDIA Corp. (NASDAQ: NVDA) announced a $2 billion investment in Nebius Group NV (NASDAQ: NBIS), and Hasson helped investors answer the next question: is it time to invest in NBIS?

Some investors are seeking the relative safety of dividend stocks in this volatile period. Yield can sometimes be a trap, but Hasson highlighted five high-yield stocks with histories of outperforming during market stress.

Articles by Leo Miller

This week, Leo Miller offered two approaches to picking stocks in volatile markets. First, look for companies where insiders are buying when shares are out of favor — as shown by these three insider-buying stocks.

Second, consider companies that announce substantial stock buyback programs. Miller highlighted three names that have announced sizable buybacks, which is generally a bullish signal.

After a strong earnings report this week, Marvell Technology (NASDAQ: MRVL) is starting to close the custom-chip gap with Broadcom Inc. (NASDAQ: AVGO). Miller explained why the post-earnings surge may be just the beginning.

Articles by Nathan Reiff

D-Wave Quantum Inc. (NYSE: QBTS) continues to show why it's one of the more promising names in quantum computing. Nathan Reiff also reminded investors that D-Wave remains far from profitability, which is tempering investor enthusiasm.

Biotech stocks look poised for a strong year, especially companies working on oncology treatments. This week, Reiff highlighted two small-cap biotech stocks that recently launched cancer drugs and the growth challenges they still face.

Although gold has cooled somewhat, it still looks like a year to consider the yellow metal. Reiff outlined three ways for investors to own gold without taking custody of physical metal.

Articles by Dan Schmidt

European stocks have dropped since the conflict with Iran began, but broad selloffs can create opportunities for patient investors. Schmidt highlighted three European stocks that investors may want to buy at a discount.

There are signs the crypto winter may be ending. If so, speculators could re-enter the trade. With that in mind, Schmidt offered three crypto-related stocks that don't require owning specific coins.

It's been a strong couple of weeks for oil-related stocks, but Schmidt also identified names investors should avoid. He listed three ETFs to sell as oil continues trading near multi-year highs.

Articles by Jeffrey Neal Johnson

ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) reported a surprise profit, but Jeffrey Neal Johnson noted that the bigger story is the company's acquisition. The buyout creates a classic merger-arbitrage scenario for investors.

On mergers and acquisitions, Johnson also highlighted a potential combination of Cintas Corp. (NASDAQ: CTAS) and UniFirst Corp. (NYSE: UNF). By merging with its largest rival, Cintas would be creating an industry juggernaut.

The earnings season for retail stocks shows that some things don't change. That's why Ross Stores (NASDAQ: ROST) and TJX Companies (NYSE: TJX) continue to prove valuable to treasure-hunt consumers, according to Johnson's piece.

Articles by Jordan Chussler

In volatile times, keeping things simple can pay off. Jordan Chussler explained why the largest defense-sector ETF may keep rallying during the Iran conflict and why it's loaded with companies likely to benefit from increased Pentagon spending.

One of the week's big stories was the deal between Hims & Hers Health (NYSE: HIMS) and Novo Nordisk (NYSE: NVO). The two moved from competitors to partners, and HIMS shareholders appear to be the beneficiaries.

The EV trade remains focused on a few key names. This week, NIO Inc. (NYSE: NIO) re-entered the conversation after reporting a surprise profit that could help it gain market share in China.

Articles by Jennifer Ryan Woods

An unusually warm winter might seem like bad news for a company like Vail Resorts Inc. (NYSE: MTN), but as Jennifer Ryan Woods explained, the situation may not be so straightforward. Investor sentiment on MTN remains mixed.

Consumers continue to spend, but "choiceful" behavior is likely to stay part of the conversation throughout 2026. This week, Woods highlighted three ETFs that hold companies capturing consumer wallet share.

Articles by Peter Frank

Investing in regional banks requires careful selection. Peter Frank explained how recent acquisitions are helping Huntington Bancshares (NASDAQ: HBAN) expand beyond its Midwest roots, potentially signaling a broader growth story beyond its compounding dividend.

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