NTR's Potash Volumes Hit Record High: Can Demand Keep Driving Growth?

Core Insights - Nutrien Ltd. achieved record potash sales volumes in Q2 and H1 2025, with approximately 3.99 million tons sold, marking a 12% increase year-over-year [1][7] - The company anticipates continued strong demand in the second half of 2025, supported by favorable grower economics and low inventory levels [2] - Nutrien raised its potash sales volume guidance for 2025 to 13.9-14.5 million tons, with global shipment forecasts increased to 73-75 million tons [3][7] Company Performance - Nutrien's Q2 potash sales reached 3.99 million tons, a 12% increase from the previous year, and the company raised its 2025 potash sales guidance [7] - The stock has gained 26.8% year-to-date, outperforming the Zacks Fertilizers industry, which rose by 20.1% [6] Industry Comparison - The Mosaic Company reported improved potash sales volumes of 2.3 million tons in Q2, up from 2.1 million tons in the prior quarter, and raised its full-year production guidance to 9.3-9.5 million tons [4] - Intrepid Potash, Inc. experienced a 25% increase in potash sales volumes to 69,000 tons, driven by production increases, targeting 270,000-280,000 tons for full-year 2025 [5]