With arable land on the decrease and the middle class growing across the globe, farmers are facing increasing pressure to get higher yields from their lands. CF Industries (CF -2.20%), which provides nitrogen and phosphate fertilizers, is poised perfectly to take advantage of this situation. The company is already the No. 1 provider of nitrogen fertilizers in the U.S., and No. 2 worldwide, and its 31.66% growth this year shows that the company is already seeing the benefits of this trend. In this video, Motley Fool materials analyst Taylor Muckerman talks about why this company has had such a strong year, and where it is going from here.