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Fertilizer-related stocks including TAIHEIYO KOUHATSU rebound sharply after morning lows on reduced expectations for Middle East conflict resolution following Trump speech

Thu Apr 2, 2026 11:23 am JST Catalyst

TAIHEIYO KOUHATSU INCORPORATED <8835> rebounded sharply after opening lower in the morning session. Fertilizer-related stocks including Katakura & Co-op Agri Corporation <4031> and TAKI CHEMICAL CO.,LTD. <4025> moved into positive territory. On the morning of the 2nd Japan time, U.S. President Trump delivered a speech to the American public. While he indicated that "core strategic objectives" regarding military action against Iran were being achieved, he also stated that extremely strong attacks would be carried out against Iran over the next two to three weeks. Following the speech content, optimism that the Middle East conflict would move toward an early resolution has receded. In the U.S. crude oil futures market, WTI (West Texas Intermediate) for the nearby contract rose to the $104 per barrel level. Pessimism over prolonged disruptions in fertilizer raw material supplies from the Middle East, combined with renewed speculation about the profit-boosting effects for related companies from fertilizer price increases, appears to have triggered short covering.

(Note) The "◇" at the end of the title indicates an article containing multiple stocks in the main text.

Source: MINKABU PRESS

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