Nutrien Ltd at Bank of America Global Agriculture and Materials Conference Transcript
Pleasure to have Ken Seitz up here with me, CEO of Nutrien. He a long career as CEO of Canpotex. So he knows a bit about Potash. But prior to that, he had a long career in the mining industry. So it's great to have him up here I saw Jeff Tarsi here, Head of Retail. So we got him as well. Jeff Holzman, I saw him somewhere as well. So we got the Nutrien gang. We toured your Geismar plant yesterday, a big nitrogen plant in Louisiana A lot of activity going on in that area. We also toured a fertilizer terminal of Yara. And the plant operator at the Yara terminal said their customers were really low on product. And here we are arguably at the beginning of the application season, at least in the deep south.
Maybe not where you're coming from, where it's minus 10 centigrade, but certainly in the Deep South, application season is starting. And the fact that they retail channel was low on inventory, at least that's what Yara said. I'd like to hear your view on just high level, what has happened in
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