Research
FORUM TRANSCRIPT

Nutrien – Competitive Overview & Global Fertiliser Demand Outlook – 5 October 2021

  • Public Equity
  • Materials
  • North America
PREMIUM

Specialist

Former senior director at Nutrien

Agenda

  • Global trade and demand dynamics within fertiliser industry
  • Nutrien's (TSE: NTR) competitive positioning, potential threats and direct relationships with farmers
  • Recent market share and competitive dynamics with Mosaic (NYSE: MOS) and others
  • 2022 fertiliser outlook, including potential for continued elevated costs

Questions

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