• Nutrien Q1 2026 earnings call featured CEO Ken Seitz, CFO Mark Thompson, SVP IR and FP&A Jeff Holzman; management flagged Middle East conflict disruption to fertilizer and energy markets, with impacts on over 30% of global urea trade, about 25% of ammonia trade, about 25% of phosphate trade tied to Strait of Hormuz routes.
• Adjusted EBITDA rose to $1.1 billion; potash adjusted EBITDA reached $578 million on record sales volumes above 3.5 million tonnes, with annual potash sales volume guidance kept at 14.1-14.7 million tonnes amid global shipment outlook of 74-77 million tonnes.
• Nitrogen adjusted EBITDA was $482 million; ammonia operating rate hit 92%, with full-year nitrogen sales volume guidance held at 9.2-9.7 million tonnes, reflecting no production from Trinidad or New Madrid.
• Retail adjusted EBITDA was $108 million; full-year retail adjusted EBITDA guidance maintained at $1.75-$1.95 billion, with management citing strong grower engagement, stable corn and soybean acreage assumptions, high single-digit proprietary products gross margin growth target.
• Strategic reviews stayed active, with strategic alternatives under review for phosphate business, Trinidad nitrogen operations, Brazilian retail footprint; sale process launched for Brazilian soybean seed business targeted for completion in H2 2026, while share repurchases continued at about $55 million per month so far in Q2.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Nutrien Ltd. published the original content used to generate this news brief on May 11, 2026, and is solely responsible for the information contained therein.