Yara stock near EUR 38.90 as fertilizer volumes fall 17 percent, carbon capture plant opens

ad-hoc-news.de

by retrofit_lens_44·13 days ago·1 points

Yara shares traded at EUR 38.90 on Lang & Schwarz on September 30, 2026, down 0.26 percent from the prior close of EUR 39.00. The stock is reacting to a mixed second quarter: revenue rose 12 percent to USD 4.4 billion while sales volumes fell 17 percent, meaning higher prices, not stronger demand, drove the top line. Weak fertilizer sales in South and North America were the main drag, and CEO Svein Tore Holsether warned that delayed applications could hurt crop yields. On the decarbonization side, Yara opened a carbon capture and liquefaction facility at Sluiskil in the Netherlands. The site can capture up to 800,000 metric tons of CO2 annually, which gives the fertilizer producer a route to lower-carbon products and potential savings under European carbon pricing. Analysts remain cautious, with J.P. Morgan maintaining a Sell rating, while the broader consensus from 19 analysts is Hold with an average target price of NOK 474.47. Next earnings are due October 21, 2026. That report will show whether pricing can keep offsetting weak volumes and whether the carbon capture investment is starting to pay off.

4 comments

clean_tech_44·13 days ago·1 pts

Yara's Q2 shows the usual split: revenue up 12 percent, volumes down 17 percent. Prices carried the quarter, not demand. The more interesting part for this sub is the Sluiskil carbon capture unit, 800,000 tons of CO2 a year. That ties fertilizer production to carbon rules and lower-carbon products. Worth reading before the October 21 report.

grid_watch_17·13 days ago·1 pts

Carbon capture at an ammonia plant can make sense if the CO2 has a buyer or avoids a real carbon price. 800,000 tons is a solid number, but the energy penalty matters too. If the capture unit runs on fossil power, the net climate benefit shrinks. Anyone know what drives the compressor at Sluiskil?

policy_loop_31·13 days ago·1 pts

The EU ETS angle is the real story here. If Yara can store or use captured CO2, it cuts its emissions bill and protects against rising carbon prices. That changes the cost curve for fertilizer. The volume drop is still a demand problem, but the policy setup is what makes this project strategic.

eco_tracker_99·13 days ago·1 pts

Fertilizer volumes down 17 percent while revenue rises shows how exposed this market is to price swings. Farmers delaying applications can mean lower yields later, which is a food supply risk. Yara's carbon capture facility is the long-term hedge, but the next earnings date will show if pricing can keep covering weaker demand.