Nutrien Ltd. plans to release its third quarter fiscal 2026 results after market close on Wednesday, November 4. The company will host a conference call to discuss these results and its outlook at 10:00 am EST on Thursday, November 5.

Accessing the Conference Call

Investors can join the conference call by dialing 1-800-990-2777 or 1-416-855-9085. The conference ID for the call is 56723. A live webcast of the event will be available on Nutrien’s Investor Events page.

A recording of the call will be accessible after completion at www.nutrien.com/news/events. The webcast link will remain live for 12 months following the event.

Company Profile

Nutrien is a leading global provider of crop inputs and services. The company operates a world-class network of production, distribution, and ag retail facilities designed to efficiently serve growers. Its strategy focuses on creating long-term value by prioritizing investments that strengthen business advantages across the ag value chain and maintaining access to essential resources and stakeholder relationships.

Nutrien Ltd will indefinitely shut down its Trinidad Nitrogen operations at the Point Lisas Facility following an extensive review of strategic alternatives and engagement with relevant stakeholders. The decision aims to enhance free cash flow and return on invested capital amid ongoing natural gas constraints.

Strategic rationale and operational context

The company determined that indefinite shutdown was the optimal path due to uncertainty regarding reliable and economic natural gas supply. Nutrien previously implemented a controlled shutdown of the facility on October 23, 2025. This earlier action responded to port access restrictions and reduced free cash flow contributions from the operations over an extended period.

Dean Perkins, Senior Vice President, Upstream, Nitrogen and Proprietary Product Operations, stated that the company is committed to managing the transition responsibly and safely. He acknowledged the contributions and dedication of the Trinidad team.

Impact on guidance and production

Nutrien confirmed that there will be no impact to its 2026 Nitrogen sales volume guidance. The company had already assumed no production from its Trinidad Nitrogen operations in its forecasts. This assumption means the permanent closure does not alter previously published volume targets.

To meet customer demand, Nutrien plans to grow volumes from its North American Nitrogen assets. These increases are expected through reliability improvements and low-cost debottleneck projects.

What the numbers show

The strategic pivot highlights a divergence between operational footprint and financial guidance. By assuming zero production from Trinidad in prior forecasts, Nutrien insulated its 2026 volume guidance from this closure. The move shifts the entire burden of meeting nitrogen demand to North American assets, relying on reliability improvements rather than new capacity additions to offset the loss of the Trinidad facility.