Tighter global nitrogen supply linked to disrupted natural gas flows has pushed up prices, while Mosaic's portfolio leaves it less exposed to the rally.
Guyana, which now supplies about 900,000 barrels of oil a day just six years after it first started producing, is one of the fiscal winners from the Iran war.
Militant attacks in Pakistan’s Balochistan province are emerging as a central risk to the US-backed resources push anchored by Barrick's Reko Diq project.