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Agriculture & Food

Food, inputs & productive assets

Agriculture & Food

The economics of agricultural inputs, processing and productive Canadian assets.

Potash, fertilizer, grain handling, protein: Canadian agriculture is export-scale and capital-intensive, and its margins turn on input prices, seasonality and pricing power along the chain.

Research in this theme

Relevant company profiles

Crop inputs: potash, nitrogen, phosphate and ag retail / Operating producer and retailer

Nutrien

TSXNTRNYSENTR

Nutrien describes itself as a provider of crop inputs and services that spans fertilizer production, distribution and farm retail, with its upstream…

Sales (latest quarter)
US$10,812MQuarter ended Jun 30, 2026
Net earnings (latest quarter)
US$1,222MQuarter ended Jun 30, 2026
Adjusted EBITDA (latest quarter)
US$2,430MQuarter ended Jun 30, 2026

All figures are in U.S. dollars, Nutrien's reporting currency. Quarterly figures are for the three months ended June 30, 2026 from the August 5, 2026 news release and the accompanying MD&A filed on EDGAR; annual figures are from the February 18, 2026 full-year release. Adjusted EBITDA, free cash flow and controllable cash cost of product manufactured are management's non-IFRS measures as the company defines them. Blank means not yet verified, never zero.

Saskatoon, Saskatchewan Read profile

The record

Desk notes in this theme

All notes in this theme
  1. 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.

    Nutrien

  2. 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.

    Nutrien

  3. 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.

    Nutrien

Data & documents

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    SEDAR+ public filings Canadian Securities Administrators · Filing-specific dates

    Issuer financial statements and technical disclosure.