Nutrien Seen as Winner in Tighter 2026 Potash Market, Higher Prices -- Market Talk

Dow Jones01-15

1433 ET - Nutrien is in line to benefit from a tighter potash market and stronger pricing in 2026, according to Morgan Stanley's Vincent Andrews. Potash prices are expected to rise this year rather than decline, the analyst says, who estimates that most potash producers are running a near capacity until at least 2028. This is likely going to benefit Ebitda, which Andrews estimates will be 12% higher than current consensus. "We see scope for further positive potash multiple reversion (bull case) as the equity market digests a 'tighter for longer' market. Morgan Stanley upgrades Nutrien's stock to overweight from equal-weight and lifts its price target to $77 from $70. Shares are trading 7.8% higher at $66.12. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

January 14, 2026 14:33 ET (19:33 GMT)

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This is likely going to benefit Ebitda, which Andrews estimates will be 12% higher than current consensus. \"We see scope for further positive potash multiple reversion (bull case) as the equity market digests a 'tighter for longer' market. Morgan Stanley upgrades Nutrien's stock to overweight from equal-weight and lifts its price target to $77 from $70. Shares are trading 7.8% higher at $66.12. 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Potash prices are expected to rise this year rather than decline, the analyst says, who estimates that most potash producers are running a near capacity until at least 2028. This is likely going to benefit Ebitda, which Andrews estimates will be 12% higher than current consensus. \"We see scope for further positive potash multiple reversion (bull case) as the equity market digests a 'tighter for longer' market. Morgan Stanley upgrades Nutrien's stock to overweight from equal-weight and lifts its price target to $77 from $70. Shares are trading 7.8% higher at $66.12. 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Potash prices are expected to rise this year rather than decline, the analyst says, who estimates that most potash producers are running a near capacity until at least 2028. This is likely going to benefit Ebitda, which Andrews estimates will be 12% higher than current consensus. \"We see scope for further positive potash multiple reversion (bull case) as the equity market digests a 'tighter for longer' market. Morgan Stanley upgrades Nutrien's stock to overweight from equal-weight and lifts its price target to $77 from $70. Shares are trading 7.8% higher at $66.12. 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