ORGANISATION · CA · NAICS 424910 Farm supplies merchant wholesalers
Nutrien Ltd.
www.nutrien.com · 2 documented exposures in the atlas.
Illinois fall anhydrous ammonia: a warm, late-drying fall with barge receipts in their usual range, autumn 2026
Exposed · Operational, local · deduced · Drought, 2026-10-29
“Retail locations have on-site containment and storage for all major fertilizers such as ammonia, urea, liquid UAN, potash, and phosphate.” — source, 2026-11-04
The page shows that Nutrien's retail locations store ammonia, urea and UAN; Nutrien Ag Solutions holds a retail seat on the Illinois Fertilizer & Chemical Association board. Inferred: Illinois stores carrying priced fall ammonia would hold it longer or switch customers to spring, urea or UAN if the window narrows. Not shown: how many Illinois locations, or their inventory; separately, Nutrien has indefinitely shut its Trinidad nitrogen plant, which removes one import source.
Series concerned: il-anhydrous-usd-st il-urea-usd-st il-uan28-usd-st il-topsoil-short-vshort-pct · read the edition →
US phosphate: Mosaic curtails, citing limited affordable sulfur; US sulfur and phosphate exports are up in 2026
Exposed · Operational, local · evidenced · Supply shock, 2026-11-03
“Phosphate adjusted EBITDA decreased in the third quarter and first nine months of 2026 due to higher sulfur input costs, partially offset by higher global benchmarks compared to the same periods of 2025.” — source, 2026-11-13
The third-quarter 2026 report shows the sulfur cost passing into the phosphate segment (adjusted EBITDA 8 million USD against 122 million, P2O5 operating rate 80 % against 88 %). The same report lowers Retail guidance on crop nutrient margins, so the company sits on the producer side and the farm-retail side at once. Inferred: its US phosphate plants face the same Tampa-linked sulfur terms as the Florida producers; the report does not name its sulfur suppliers.
Series concerned: us-sulfur-export-unit-value-usd-t us-sulfur-domestic-consumption-kt dap-usd-t il-dap-usd-st · read the edition →
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