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    How Investors Are Reacting To Yara International (OB:YAR) Exploring Major Low-Emission Ammonia Projects With Air Products

    Simply Wall St·12/14/2025 05:33:03
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    • Yara and Air Products recently announced they are in advanced negotiations to partner on large low-emission ammonia projects in the US and Saudi Arabia, including potential investment of roughly US$8–9 billion in Air Products’ Louisiana Clean Energy Complex and a marketing role in the nearly complete NEOM Green Hydrogen Project.
    • This potential partnership could reshape Yara’s role in the low-carbon ammonia value chain by pairing its global distribution network with long-term access to low-emission hydrogen and ammonia output.
    • We’ll now examine how Yara’s potential 25-year low-carbon hydrogen offtake from Louisiana could influence its existing investment narrative.

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    Yara International Investment Narrative Recap

    To own Yara today, you likely need to believe it can turn its global fertilizer footprint into a profitable low carbon ammonia platform while keeping tight control of capital spending. The Air Products negotiations look material for that story, but the long lead time and 2026 investment decision mean the near term focus still sits on execution in existing operations and the risk that large US projects strain Yara’s balance between growth and shareholder returns.

    Against this backdrop, the recent 2025 earnings releases, showing year to date net income of US$1,025 million and improved margins versus 2024, feel especially relevant. They give investors a current profitability baseline as Yara signals it will hold average capex around US$1.2 billion per cycle, restrict other growth projects during the 2026 to 2030 build out phase, and still aim to keep room for dividends and distributions if the Air Products partnership proceeds.

    Yet, while the low emission ammonia opportunity is attractive, investors should also be aware that...

    Read the full narrative on Yara International (it's free!)

    Yara International's narrative projects $15.3 billion revenue and $670.4 million earnings by 2028. This requires 1.7% yearly revenue growth and a $30.6 million earnings decrease from $701.0 million today.

    Uncover how Yara International's forecasts yield a NOK378.71 fair value, a 4% downside to its current price.

    Exploring Other Perspectives

    OB:YAR 1-Year Stock Price Chart
    OB:YAR 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span roughly NOK 379 to NOK 900, showing a wide range of individual views on Yara’s worth. You can set those diverse opinions against the potential US$8 billion to US$9 billion Air Products partnership, which could concentrate project risk and capital commitments over several years if it goes ahead.

    Explore 6 other fair value estimates on Yara International - why the stock might be worth over 2x more than the current price!

    Build Your Own Yara International Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.