Shares of Mosaic (MOS), Nutrien (NTR), CF Industries (CF), and Intrepid Potash (IPI) are under pressure on Monday after the U.S. announced it would remove sanctions on Belarusian potash fertilizers. According to Bloomberg, special envoy John Coale said President Trump ordered the sanctions lifted, effective immediately. More restrictions might be eased as U.S.-Belarus relations normalize, Coale added. Announcement follows Trump’s push to rebuild ties with Belarusian President Alexander Lukashenko, the publ ...

Vancouver, British Columbia--(Newsfile Corp. - December 15, 2025) - Sage Potash Corp. (TSXV: SAGE) (OTCQB: SGPTF) ("Sage Potash" or the "Company") is pleased to announce that, further to its news releases dated December 8, 2025, December 10, 2025 and December 11, 2025, due to continued and significant investor interest, it has further upsized its non-brokered private placement (the "Offering") from $12 million to $14 million.The Offering will now consist of up to 70,000,000 units of the Company (the "Units ...

Key Takeaways NTR shares climbed 40.5% YTD, outperforming industry declines as fertilizer demand and pricing strengthened. Nutrien lifted its 2025 potash sales outlook to 14-14.5M tons on strong demand in key global markets. NTR posted strong Q3 2025 EBITDA and free cash flow growth, enabling dividends, buybacks and cost cuts. Nutrien Ltd.’s (NTR) shares have popped 40.5% so far this year, outperforming the industry’s 14.8% gain and the S&P 500’s 18.3% rise.Price Performance of NTR vs. Industry and S&P 500I ...

Core Insights - Adecoagro S.A. has successfully acquired the remaining 50% stake in Profertil S.A., becoming the controlling shareholder with 90% equity in the company [1][2] - The total payment for the acquisition amounts to approximately US$1.1 billion, financed through existing cash, a long-term credit facility, and a recent US$300 million equity issuance [2][3] - The acquisition is expected to significantly enhance Adecoagro's scale, production capabilities, and financial performance, nearly doubling its Adjusted EBITDA and generating over US$2 billion in sales [4] Company Overview - Profertil is the largest producer of granular urea in South America, with an annual production capacity of 1,320,000 tons, primarily serving the agricultural sector [5] - Adecoagro operates across South America, owning 210.4 thousand hectares of farmland and producing over 3.1 million tons of agricultural products and over 1 million MWh of renewable electricity [6][7]

Headquartered in Northbrook, Illinois, CF Industries Holdings, Inc. (CF) manufactures hydrogen and nitrogen products, centering its strategy on decarbonizing ammonia production to support low-carbon solutions for energy, fertilizer, emissions control, and industrial applications. With a market capitalization of nearly $12.4 billion, well above the $10 billion “large-cap” threshold, CF Industries leverages its scale through manufacturing assets in the United States, Canada, and the United Kingdom, compleme ...

Core Insights - Millennial Potash Corp is strategically positioned to address the global potash supply challenges, particularly for countries heavily reliant on imports like the U.S., which imports approximately 97% of its potash needs [1][5][6] Company Overview - The Gabon-based project offers logistical and economic advantages due to its Atlantic coast location, enabling potential supply to the U.S., Brazil, and African markets with a low-cost structure [2][7] - The company utilizes solution mining, which minimizes environmental impact compared to traditional methods, setting it apart from other large-scale projects facing budget overruns [3][11] Market Context - The global fertilizer market is characterized by high dependency on a few suppliers, with Canada, Russia, and Belarus accounting for about 70-75% of global potash supply [6][7] - The U.S. produces less than 5% of its potash needs, highlighting the critical need for diversified supply sources [7][8] Competitive Landscape - Many development-stage fertilizer projects may not succeed due to high capital expenditures, with even established companies like BHP facing challenges [8] - Millennial Potash's Gabon project benefits from its coastal location, which reduces costs and enhances feasibility, positioning it favorably in the market [9] Regulatory and Environmental Considerations - The company has initiated an Environmental and Social Impact Assessment (ESIA) as part of its development process, adhering to gold-standard environmental guidelines [10][11] - The ESIA aims to study hydrology, soil, and water quality to minimize environmental impact, with completion expected in the coming months [11]

We recently published 10 Big Names Leaving Wall Street in the Dust; 4 at Fresh Highs. The Mosaic Company (NYSE:MOS) is one of the best performers on Friday. The Mosaic Company extended gains to a second day on Friday, adding 4.05 percent to finish at $26.21 apiece as investors resorted to bargain-hunting following a drop earlier in the week, dampened by an analyst’s price target downgrade for its stock. On Wednesday, RBC issued a new price target of $27 for The Mosaic Company’s (NYSE:MOS) stock, lower th ...

The Mosaic Company (NYSE:MOS) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. Mosaic (MOS) Gets Price Target Cut as RBC Assesses 2026 Fertilizer Trends On December 10, RBC cut its price target on The Mosaic Company (NYSE:MOS) to $27 from $30 and maintained a Sector Perform rating on the shares. The update was tied to a broader look at what 2026 might look like for fertilizer companies. The firm expects the overall ag and fertilizer backdrop to stay healthy next year ...

Transaction Overview - OCI and Orascom Construction are combining to form a single Abu Dhabi-listed entity named "Orascom", with a secondary listing in Egypt[20] - OCI will receive 97,201,359 new Orascom Construction shares, resulting in approximately 47% ownership of Orascom Construction post-deal[20] - OCI shareholders will receive 04634 Orascom Construction shares for every 1 OCI share[20] Strategic Rationale and Value Creation - The combined entity aims to create a scalable infrastructure platform, delivering recurring sustainable income and strong returns by integrating concessions, EPC, and financing expertise[5] - The platform has a proven investment track record generating 39% IRR since 1999[7] - OCI realized over $116 billion in gross proceeds from divestments between 2023-2025 and has returned ~$7 billion to shareholders since 2022[29] - Orascom Construction's backlog reached $86 billion in 9M 2025, an 8% year-over-year growth[31] Market Positioning and Growth - Orascom Construction's 9M 2025 revenue was $34 billion, a 47% year-over-year growth, with EBITDA of $224 million, a 98% year-over-year growth[31] - The combined entity is strategically positioned to benefit from mega trends in infrastructure, water, energy, and mobility[17] - Weitz Company, acquired by Orascom Construction in 2012, has quadrupled its backlog and experienced a 58% CAGR in data centers[48] BESIX Group - OC acquired 50% of BESIX in 2004 for EUR 1875 million and has since received cumulative dividends of approximately EUR 280 million[57] - BESIX Group's backlog reached EUR 72 billion in 9M 2025[54]

"Closing the sale of our equity stake in Profertil demonstrates continued progress towards simplifying our portfolio, enhancing earnings quality, and improving cash conversion,†said Ken Seitz, Nutrien's President and CEO. "We intend to allocate the proceeds towards capital allocation priorities that support our ability to grow free cash flow per share over the long term, including targeted growth investments, share repurchases and debt reduction.†SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX ...