Nutrien (NTR)

One-line summary: The world's largest potash-plus-nitrogen producer; the other closest listed name on cbam-elnino-nitrogen-price-spike-cf-ntr. Q2 2026 mentions El Niño once as crop-price risk and does not cite a CBAM / El Niño nitrogen collision or a European stock-out.

Valuation (September 10, 2026)

Last: $78.74 at the Thursday 2026-09-10 close. Leo/Gage provided (as-of Sep 10 close). Prior vault last was $73.06 (August 27, 2026 4:00 PM EDT, from 2026-08-28-el-nino-2026-noaa-cpc-13-aug / stockanalysis NTR / Yahoo NTR). Do not invent OHLC.

Gage's judgment (as of 2026-09-10)

Gage, 10 Sep 2026, via Leo. Out on the collision. No sleeve. Same CBAM+El Niño collision as cf-industries; kill-risk on cbam-elnino-nitrogen-price-spike-cf-ntr stands. Gage's judgment, not grain / not issuer fact. Last-price as-of stays the vault last: $78.74 (Thursday 2026-09-10 close). No invented range. Not a buy/sell/size. Not a paper sleeve. No source URL for the judgment — do not invent one. No BotBoard card.

What it is

Nutrien Ltd. (NYSE/TSX: NTR) is the world's largest potash-plus-nitrogen producer. This page files only what 2026-08-28-el-nino-2026-noaa-cpc-13-aug fetched. Do not invent a Q2 print.

Why it matters to stock-market

NTR is named beside cf-industries on cbam-elnino-nitrogen-price-spike-cf-ntr as the closest listed Canadian/US nitrogen exposure. The Aug 2026 clip kept that question as a question: NTR's 5 August results mention El Niño once as crop-price risk and do not cite CBAM, an El Niño nitrogen collision, or a European stock-out. From 2026-08-28-el-nino-2026-noaa-cpc-13-aug. 2026-09-10: the collision is already kill-risk / demote (2026-09-10-nitrogen-cbam-el-nino-cf-ntr-kill-risk); Gage (via Leo) is out / no sleeve. India-ag monsoon watch can stay separate.

Q2 FY2026 (from the Aug 2026 clip only)

From 2026-08-28-el-nino-2026-noaa-cpc-13-aug (Nutrien 5 August 2026 release):

• Mentions El Niño once as crop-price risk.
• Does not cite CBAM / El Niño nitrogen collision / European stock-out.

No other NTR dollar, volume, or guidance figures were in that clip. Do not invent them.

Related

• cbam-elnino-nitrogen-price-spike-cf-ntr — KILL-RISK / DEMOTE on the collision; NTR is a closest listed name
• cf-industries — the other closest listed name
• el-nino-2026-commodity-impact — Aug 2026 CPC vintage
• cbam-to-fertilizer-price-deferral
• hormuz-nitrogen-supply-shock-to-cf-risk-premium

Sources

• 2026-08-28-el-nino-2026-noaa-cpc-13-aug — prior vault last $73.06 (27 Aug 2026 4:00 PM EDT, stockanalysis / Yahoo); Q2 El Niño once as crop-price risk; no CBAM / collision / stock-out cite.
• 2026-09-10-nitrogen-cbam-el-nino-cf-ntr-kill-risk — collision stamped kill-risk; that clip left last-price and Gage empty on this page.
• Gage via Leo, 10 Sep 2026 — vault last $78.74 (Sep 10 close); out on the collision; no sleeve. Judgment, not grain. No source URL — do not invent one.