Stock Movers Occidental Rises, Mosaic Falls, Super Micro Plunges as Indictments Add Risk
Mar 20, 2026
Natalia Kenyajewicz, Bloomberg markets reporter who tracks daily movers, walks through big stock swings. She covers Occidental’s upgrade and production outlook. She explains Mosaic’s drop amid rising raw-material costs tied to geopolitical tensions. She breaks down Super Micro’s dramatic fall after indictments related to alleged export-control violations.
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Natalia's Killington Ski Weekend And Travel Observations
- Natalia shares a skiing anecdote to open the segment about markets and travel patterns.
- She skied Killington while Colorado had poor snow, noting Japan attracted skiers this year and a strong dollar influenced choices.
Weigh Production Geography When Evaluating Energy Stocks
- Do factor regional production exposure into energy stock bets like Occidental Petroleum.
- J.P. Morgan raised OXY to neutral noting 85% US upstream production but one UAE facility is offline after the Iran attack until mid‑Q2 2026.
Fertilizer Firms Face Inflation Risk Even As Supply Tightens
- Raw material inflation from geopolitical conflict can hurt fertilizer producers despite tighter supply dynamics.
- BofA cut Mosaic to neutral citing higher raw material costs tied to the US‑Iran conflict, sending MOS to lows since December.