Nutrien Stuns Investors With $900 Million From Non-Core Divestitures; What Lies Ahead?

Nutrien Ltd’s third-quarter earnings for 2025 demonstrate a mixed bag of achievements and challenges, offering considerable detail on the company’s operational dynamics and strategic moves. The company has evidenced strong structural earnings growth over the first nine months of the year, driven by record upstream fertilizer sales and improvements in the retail segment. Noteworthy is the raised sales volume guidance for potash and the maintenance of retail adjusted EBITDA guidance, signifying a steady operational environment. On the positive side, Nutrien’s operational capabilities reflect growth, with fertilizer sales volumes up by approximately 750,000 tonnes year-over-year due to operational efficiencies and strong customer relationships. This growth in volumes is a testament to Nutrien’s robust operations and distribution network. Additionally, the company has managed to reduce its capital expenditures by 10% year-over-year.