Seth Goldstein

We think its divestment to IFF makes good strategic sense.

We see long-term potential for this wide-moat seed and chemical producer.

We think the oversupply causing lower lithium prices is temporary.

Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.

As fresh water demand exceeds supply, wide-moat Ecolab stands to benefit.

The wide-moat company's progress on its Goderich mine operations is encouraging.

Our long-term outlook for lithium carbonate is unchanged.

Charging infrastructure is the key to electric vehicle adoption.

We expect EV sales in China and the EU will accelerate, driving above-consensus global adoption rates.

The company will benefit from capacity expansions at its attractive low-cost assets.

China has agreed to higher potash prices in 2019, but we continue to forecast that prices will average $300 per metric ton over the next year.

While we are skeptical of the revenue synergies the firm hopes to achieve with its purchase of Neovia and Protexin, we think the cost savings synergies are largely achievable.

As specialty ingredients make up more of the portfolio, we expect rising profits.

The quarter featured weather delays and reduced supply.

Nutrien, Mosaic, and Compass Minerals are among the most undervalued names today in the industry.

Higher prices from elevated snowfall should more than offset near-term operational challenges.

Shares of the wide-moat deicing salt producer have risen double digits in the past few weeks, thanks to an above-average number of snow days this winter.

The hookup has received all regulatory approvals, and the combined firms will begin trading as Nutrien on Jan. 2.

Propped up by Chinese stimulus, mined commodity and miner share prices remain overvalued.

Climate change is responsible for the firm’s weak recent results, but not how you might think.

We continue to expect $1.2 billion in annual cost-saving synergies versus management's $3 billion target.

The narrow-moat company will spin off its acetate tow business into a joint venture with Blackstone.