Nutrien Ltd at Bank of America Global Agriculture and Materials Conference Transcript

Feb 28, 2024 / 02:50PM GMT
Stephen V. Byrne - BofA Securities, Research Division - MD of America Equity Research & Research Analyst

Welcome back. Got a good panel -- or a good fireside chat here with Nutrien. I've got Mark Thompson from Nutrien, Chief Commercial Officer. He covers essentially all of the wholesale aspects of Nutrien. And then I got Jeff Tarsi here that runs global retail. I met Jeff about 20 years ago when he was with UAP, and I toured a cotton farm with him, which was kind of a new experience for me, having grown up in the Northern Corn Belt, but I learned about cotton from Jeff.

But anyway, got a really good group discussion going here with these guys. Feel free to jump in with questions when we get in here a little bit further.

Questions and Answers:

Stephen V. Byrne - BofA Securities, Research Division - MD of America Equity Research & Research Analyst

But maybe we'll start off with potash. I think I'd like to hear your views on this one, Mark. Where do you see potash going? Why is it lagging behind your other nutrients? And what's the outlook
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