Mar. 12 at 5:27 PM
$CAT $MOS $NTR $UAMY $UAN
$UAMY đ The "Idaho Solution" is here. Hormuz blockade = Urea prices vertical đ. Farmers can't afford waste.
Bear River Zeolite is the "Fertilizer Extender." Buy less NPK + add BRZ = Same yields đ˝. Demand is surging while global shipping is paralyzed.
đ #Zeolite #UAMY #Tungsten #ShortSqueeze
Revenue & Market Data (March 2026)
⢠Revenue Growth: Historically,
$UAMY averaged
$10M/year. Due to the
$245M DLA contract and the surge in agricultural zeolite demand, 2026 projections sit at
$125Mâa 12.5x increase.
⢠Zeolite Pricing: US spot prices for natural zeolite are holding near
$1,000/MT as domestic buyers pay a premium for supply security.
⢠Fertilizer Crisis: Nitrogen exports through Hormuz (25% of global market) are stalled, pushing Urea at the Port of New Orleans to record highs.