Delivering Value through Organic and Tuck-in Growth slide image

Delivering Value through Organic and Tuck-in Growth

24 24 Potash and Phosphate Application Economics N Fertilizer costs have increased but remain well below the average yield gain from application; which we believe will incentivize application of potash and phosphate Potash¹ bu/acre of Corn to purchase 1 acre of Potash application 16 14 12 10 8 9 4 2 bu/acre of Corn to purchase 1 acre of Phosphate application Phosphate¹ 16 Historical Historical -- Average Yield Gain from Potash (Avg) 14 12 10 8 4 2 Average -Yield Gain from Phosphate (Avg) 0 0 Jan-07 Jan-09 Jan-11 Jan-13 Jan-15 Jan-17 Jan-19 Jan-21 Jan-07 Jan-09 Jan-11 Jan-13 Jan-15 Jan-17 Jan-19 Jan-21 March 2022 Source: USDA, Fertilizer Week, Bloomberg, TFI Soil Test Levels in North America, Nutrien 1. The Potash and Phosphate Cost in bushels/acre is calculated by dividing the monthly average spot nutrient cost per acre by the new crop corn futures prices. The Yield Gain from Potash and Phosphate are based on the weighted average yield gain in the top 5 corn producing states based on current soil test level information.
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