这里说的是 CF Industries，一家化肥生产公司，它当然会受到中东局势的影响。那么，你是怎么看待 CF Industries 的？
You've got CF Industries here, a fertilizer uh producer company, which of course is affected by what's happening in the Middle East. So, how are you looking at CF Industries?
是的。所以，我认为这是一只值得关注的股票。他们是全球最大的氮肥产品生产商。当我深入研究这些数字时，我发现 CF Industries 有意思的地方在这里。他们第二季度的销售额是 22 亿美元，而去年同期是 18.9 亿美元。
所以同比增长了 17%。但有意思的是，他们的销量下降了约 15%。这说明，尽管他们卖出的化肥更少、产品更少，收入却仍然上升，因为成本能够上涨，原因是霍尔木兹海峡造成的供应中断。
所以人们仍然需要化肥。农民仍然需要种庄稼，但 CF 能够把价格收得高一点。因此他们能够弥补，不只是弥补，我是说他们的收入从 19 亿美元一路提升到 22 亿美元，这非常可观。这是一大笔钱。
Yeah. So, I think this is an interesting stock to pay attention to. They're the world world's largest producer of nitrogen fertilizer products. When I was digging into the numbers, this is what I found interesting about CF Industries.
So their Q2 sales were 2.2 billion versus 1.89 billion. So they were up 17% uh from last year. But what's interesting is their sales volume fell about 15%. So what that tells you is even though they sold less fertilizer or less product revenue was still up because the cost was able to go up because of the disruption due to the straight of her.
So people still need fertilizer. Farmers still need to grow their crops but CF was able to charge a little bit more. Uh, so they were able to make up, not just make up, but I mean they that the revenue just kind of boosted up from 1.9 billion to 2.2 billion, which is huge. That's a lot of money.