simonkr/E+ via Getty Images Investment Thesis Since my last post on it, CF Industries Holdings, Inc. (NYSE:CF) has faced several issues affecting performance, with their shares declining by 8.35% over the last year, primarily due to a drastic decline in ammonia prices. Global ammonia prices have fallen by over 50% since the peak in 2022, adding margin pressure on companies (like CF) reliant on these prices for profitability. Adding to the woes, the sector has seen a broader rotation out of commodity ind ...