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IN Tune: Digging Into the Ag Chemicals, Fertilizer, and Lithium Markets

 

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  


This episode is hosted by Joel Jackson, Fertilizers & Chemicals Analyst.


Chemicals and Fertilizer Analyst Joel Jackson discusses the latest in ag chemicals, fertilizer, and lithium, and also summarizes his recent in-depth report on digital agriculture. With lower-than-expected crop production last year in different regions and China rebuilding its animal herds, crop prices have risen materially and raised the possibility of an ag super cycle. Joel explains why he thinks the seeds and crop chemicals producers could be best positioned to profit from this. He also lays out the bullish trajectory of the EV revolution, and how this is benefitting lithium suppliers. Finally, Joel presents why it has been difficult to get farmers to pay up for digital ag software analytics tools.

TRANSCRIPT

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Podcast disclosure

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Joel Jackson, P.Eng., CFA Fertilizers and Chemicals Analyst BMO Nesbitt Burns Inc.



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