Yara International has started operations at Europe's largest carbon capture and sequestration facility at its Sluiskil ammonia plant in the Netherlands. The system can isolate and liquefy up to 800,000 metric tons of CO2 per year, which will be shipped to Norway for permanent storage. This links Yara's fertilizer business to lower carbon intensity and adds an industrial decarbonization angle to its stock story. The company's shares traded at NOK 460.70 on September 18, 2026, up 10.64% over the past month and 12.20% year to date. Analysts cited fair value around NOK 487, leaving a modest upside. The market appears to weigh the carbon capture launch alongside earnings fundamentals rather than treating it as a pure story-driven rally.
