Companies / NTR
NYSENutrien (NTR) in our theses
Nutrien appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Phosphates, the hidden raw material in LFP batteries: the collision between electric cars and the food market is tightening fertilizer prices
LFP batteries turn phosphates into a battery raw material and pull them away from the fertilizer market, building structural price tension that favors phosphate producers.
Why this company: A diversified producer with real exposure to phosphates and potash; tightness in both markets supports prices and margins, while scale and integration provide a cost advantage when prices are high.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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