Workflow
Supply - Demand Dynamics
icon
Search documents
中国医疗-中国临床前 CRO 专家电话会要点-China Healthcare _China preclinical CRO expert call takeaways_ Chen
2025-12-12 02:19
ab 8 December 2025 Global Research China Healthcare China preclinical CRO expert call takeaways Notable volume & price recovery in Q425; more potential upside in 2026 On 5 Dec, we invited a senior executive from a domestic medium-sized private preclinical CRO firm to share his views. He noted a clear recovery in China's preclinical CRO industry in Q425—the trend turned stronger in the second half of Nov. For projects involving NHP, order inflow in Q425 is up c30% QoQ in volume terms, and up 10-20% sequentia ...
Nutrien Ltd. (NTR) BMO 2025 Farm to Market Conference (Transcript)
Seeking Alpha· 2025-05-15 20:04
Company Overview - Nutrien Ltd. is the world's largest fertilizer producer and has a significant farm center business, with a strong influence in potash and nitrogen markets [1]. Market Outlook - The company has a positive outlook for 2025, indicating robust demand for crop inputs during the North American spring season, with approximately 95 million acres of corn expected to be planted in the U.S. [6]. - Strong field activity and planting progress reports from the U.S. suggest a healthy demand environment for Nutrien's products [6]. Supply and Demand Dynamics - Nutrien is experiencing favorable supply-demand dynamics across all three key nutrients: potash, nitrogen, and phosphate, leading to firming prices in these markets [7].