Desk notes
What happened, dated and sourced.
Short records of the things that move the research: a quarterly result, a deal, a policy decision, a data release, a market close. Each one cites the document it came from and says in a sentence why a U.S. reader should care. The briefs do the interpreting; the notes keep the record.
3 notes in Agriculture & Food
September 2026
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Deal / Agriculture & Food
Canpotex commits C$500 million to the Vancouver terminal that ships Saskatchewan potash overseas
The Nutrien–Mosaic export company will replace shiploaders, conveyors and the railcar dumper at Neptune Bulk Terminals by 2028, its largest supply-chain investment; 15 million tonnes a year of Canadian potash move through its system to more than 40 countries.
August 2026
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Data / Agriculture & Food
USDA forecasts the 2026 U.S. corn crop at 16.0 billion bushels, down 5.9%
The August Crop Production report cut the corn yield to 180.7 bushels an acre, 5.8 below 2025, while soybeans rose 6.0% to 4.52 billion bushels and all wheat fell 23%; the mix matters for fall fertilizer demand in the Corn Belt.
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Results / Agriculture & Food
Nutrien lifts potash guidance as nitrogen earnings fall by more than half
Second-quarter adjusted EBITDA of US$2,430 million was close to a year earlier as potash and phosphate rose, nitrogen fell to US$263 million from US$566 million and retail held at US$1,131 million; the North American potash price was US$295 a tonne.