With due respect, you are totally incorrect about not controlling a company if you own stock. If you own enough stock...and Blackrock certainly does...you can indeed control company decisions.

There are two aspects of, in this case, fertilizer shortages:

1) Availability. While Russia does control a healthy % of ingredients, so do others. In this case, CF, a domestic produce. CF has never stated they have any shortage of fertilizer. The US is hardly dependent on Russian fertilizer, but Europe and Asia are.

2) Distribution. The fertilizer producers do not own the bulk distribution channels, truckers and rail do. And if the rail company, in this case UP, says "we will only ship 50% of this years product", exactly what can CF do? And if that same UP says "we are cutting back on rail shipments of diesel fuel and additives", what are retail distributors and truckers supposed to do? What alternatives are available for bulk distribution?

This entire "shortage" thing has been planned, and the Feebs administration Marxists endorse.