I put a few bucks on $ZY a coupple of weeks ago, it's a long shot and it's tanked since but they are supposedly partnered up with someone on some synthetic nitrogen fertilizer. Urea = DEF => shortage of Urea cuts off the last mile of supply chain for everything going to big box stores being that diesel semi trucks with diesel particulate filters which rely on Urea for regen cycles and will be shut down via engine computer if they are out of Urea and the computer thinks the DPF is clogged.