Stephens analyst Mark Connelly noted that the entire materials sector, including agriculture inputs, has been pressured by the escalation of trade tension. However, he thinks the ag sector has the potential for a faster rebound given his view that food price inflation is "among the most politically dangerous issues that government's face" and the fact that China cannot fill its soybeans needs without U.S. imports. Ag stocks Connelly mentions include Nutrien (NTR), Mosaic (MOS), FMC Corporation (FMC), DowDuPont (DWDP), CF Industries (CF), Intrepid Potash (IPI) and Compass Minerals (CMP).