- Production economics have been severely impacted in 2026. CRU's Fertilizer Assets team will detail the impacts on margins and economics inside the industry.
- While the market has focused on the immediate or near term impacts, some of the War's impact will be felt for many years in the future. Pete Harrison will review the changes to our long-term forecasts for N, P, K and S.
- Outside of the numbers, the industry has been evolving with major incumbents dipping back into fertilizers projects as well as other changes. Juan Brihet from CRU's Consulting team will take us through some of the changes he is seeing as well as profiling some of the questions Clients are bringing to our strategy experts
