Mosaic Co at Scotiabank Mining Conference (Virtual) Transcript
Good morning, everyone. My name is Ben Isaacson. I cover agriculture chemicals and fertilizers at Scotiabank. We're very pleased to have with us today Mosaic, and in particular, Clint Freeland, who is the CFO; and Andy Jung, Vice President of Market Strategy Analysis.
Good morning, gentlemen. Good to see you. Hope you guys are doing well.
Questions & Answers
Let's just jump right into it. We saw the CBD announcement last week by the Department of Commerce. And maybe you can talk a lot about -- there's a big debate going on about this NOLA premium. And that premium has swung from a deep discount last year and that premium has started to erode.
And so talk about kind of what you think about that right now? And how do you see that playing out over the next 6 to 12 months?
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