MOS - Nutrien: The Potash Market's Swing Producer?
A recent Reuters article suggests that Nutrien (NTR) will be trying to balance the potash market in a way that maintains prices high enough for its own operations to be profitable, while also keeping them low enough to ward off potential new entrants - above all BHP Billiton's (BHP) Jansen project in Canada.
If Nutrien was able to do that, it would effectively make it the swing producer in the potash market. But is the company really in that position, when significant new capacity (other than Jansen) from Canada, Russia, Turkmenistan