Nutrien Ltd. Conference Call Summary Company Overview - **Company**: Nutrien Ltd. (NYSE:NTR) - **Event**: 2021 Scotiabank Mining Virtual Conference - **Date**: November 30, 2021 - **Participants**: Pedro Farah (CFO), Ben Isaacson (Scotiabank Analyst) Key Points Industry and Market Outlook - Nutrien is experiencing exceptional results due to a strong economic cycle in agriculture, with expectations for continued strong market fundamentals into 2022 driven by high crop prices and tight crop input supply [3][8] - Global grain and oilseed inventories are low, supporting sustained demand for potash and nitrogen fertilizers [8] - Supply chain challenges and export restrictions from countries like Russia and China are contributing to market nervousness, but Nutrien is well-positioned to meet customer demand [10][8] Production and Cost Management - Potash production increased by 1 million tons in 2021 to meet demand, with competitive advantages over peers due to low-cost production capacity [3] - Nutrien is investing in self-generation of energy to keep costs flat, benefiting from lower energy costs in Canada compared to Europe [12] - The company anticipates minor increases in costs, but cash margin expansions are expected to offset these increases [12] Capital Allocation and Growth Strategy - Nutrien plans to utilize excess cash flow from 2021 to strengthen its balance sheet and invest in high-return growth opportunities, particularly in retail and nitrogen business expansions [4][5] - The company is focused on brownfield expansions, with a second phase project approved for an additional 0.5 million tons of nitrogen production between 2022 and 2025 [16] - Nutrien is also investing in decarbonization projects, aiming for a 30% reduction in greenhouse gas emissions per ton of product produced by 2030 [5][16] Retail and M&A Opportunities - Nutrien sees selective M&A opportunities in the U.S. and Brazil, with a strong pipeline of acquisition targets and successful past transactions [18] - The company has deployed $300 million in Brazil through five transactions since 2020, with positive performance from these acquisitions [18] Inventory and Supply Chain Management - Nutrien strategically increased fertilizer inventory levels in Q3 2021 in anticipation of a strong fall season, managing to circumvent global supply chain issues [21] - The company expects to enter 2022 with low inventories but is carefully planning for spring season needs [21] Shareholder Returns - Nutrien is committed to returning capital to shareholders through dividends and share buybacks, with a focus on sustainable growing dividends supported by retail stability [5][26] - The company has returned $900 million to shareholders in 2021 and plans to utilize a significant portion of its NCIB program through February 2022 [26] ESG Initiatives - Nutrien is making progress on its ESG targets, with a goal to reduce CO2 emissions by approximately 1 million tons by 2023 through various projects [5][16] Additional Insights - The company is optimistic about the nitrogen market despite global supply constraints, with a competitive advantage due to low-cost gas prices in Canada [14] - Nutrien is exploring low-carbon ammonia projects and partnerships to enhance its sustainability efforts [16] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Nutrien's robust position in the agricultural sector and its proactive approach to growth and sustainability.

Investor Presentation 11/9/2021 November 2021 Forward Looking Statements 2 Forward-Looking Statements Certain statements and other information included in this presentation, including within "Outlook and Guidance" constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such as "anticipate", "forecast", "expect", "believe", "may", "will", "should", "estimate", "intend ...

Nutrien Ltd. (NYSE:NTR) Q3 2021 Results Conference Call November 2, 2021 10:00 AM ET Company Participants Jeff Holzman - VP, IR Mayo Schmidt - President, CEO Pedro Farah - CFO Ken Seitz - EVP, Potash Raef Sully - EVP, Nitrogen & Phosphate Jeff Tarsi - SVP, North American Operations David Elser - VP, Strategic Supplier Management Mark Thompson - EVP, Strategy & Sustainability Jason Newton - Head, Market Research Conference Call Participants Vincent Andrews - Morgan Stanley Christopher Parkinson - Mizuho Joel ...

Exhibit 99.1 NYSE, TSX: NTR News Release November 1, 2021 – all amounts are in US dollars except as otherwise noted Nutrien Delivers Record Third Quarter Results and Raises Full-Year Guidance SASKATOON, Saskatchewan -- Nutrien Ltd. (TSX and NYSE: NTR) announced today its third quarter 2021 results, with net earnings of $726 million ($1.25 diluted earnings per share). Third-quarter adjusted net earnings1 were $1.38 per share and adjusted EBITDA1 was $1.6 billion. The following management's discussion and ana ...

Nutrien Ltd. (NYSE:NTR) Q2 2021 Earnings Conference Call August 10, 2021 10:00 AM ET Company Participants Richard Downey - Vice President of Investor and Corporate Relations Mayo Schmidt - President, Chief Executive Officer Pedro Farah - Executive Vice President, Chief Financial Officer Jeff Tarsi - Senior Vice President for North American operations David Elser - Vice President of Strategic Supply Chain Operations Ken Seitz - Executive Vice President, Chief Executive Officer of Potash Jason Newton - Chief ...

Source 1 Nutrien Q2 2021 Results Presentation August 9, 2021 Forward Looking Statements 2 Certain statements and other information included in this presentation, including within "Outlook and Guidance" constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such as "anticipate", "forecast", "expect", "believe", "may", "will", "should", "estimate", "intend" or other s ...

Nutrien Ltd. (NYSE:NTR) BMO Capital Markets Virtual 16th Annual Farm to Market Conference May 20, 2021 10:00 AM ET Company Participants Mayo Schmidt - President, Chief Executive Officer and Director Conference Call Participants Joel Jackson - BMO Capital Markets Equity Research Joel Jackson Okay, next up is our fireside chat with Nutrien, of course, the large global fertilizer producer, which also has a very large retail farm center network. The company recently underwent some senior management changes and ...

Nutrien Ltd. (NYSE:NTR) Q1 2021 Earnings Conference Call May 4, 2021 10:00 AM ET Company Participants Richard Downey - VP, IR Mayo Schmidt - President and CEO Jason Newton - Head Economist Jeff Tarsi - SVP, Retail North America Kenneth Seitz - EVP & CEO of Potash Raef Sully - EVP & CEO, Phosphate & Nitrogen Pedro Farah - CFO David Elser - VP, Strategic Supply Chain Operations Conference Call Participants Steve Byrne - Bank of America Ben Isaacson - Scotiabank Andrew Wong - RBC Capital Markets P.J. Juvekar - ...

Source 1 Nutrien Q1 2021 Results Presentation 5/3/2021 May 3, 2021 Forward Looking Statements 2 Certain statements and other information included in this document and incorporated by reference, including within "Outlook and Guidance" constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such as "anticipate", "forecast", "expect", "believe", "may", "will", "should", ...

| --- | --- | |------------------------------------------------------------------|-------| | | | | | | | | | | | | | Investor Presentation | | | BofA Securities 2021 Global Agriculture & Materials Conference | | | March 3, 2021 | | Forward Looking Statements 2 Forward Looking Statements Certain statements and other information included in this presentation and incorporated by reference constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under ...