When we cast our eyes over the US names in the sector the pictures generally the same with stocks like Nutrien (NTR US) and Mosaic Company (MOS US) rallying strongly from their 2020 panic sell-off but currently unable to break significantly higher than levels seen in recent years i.e. the sector has been a clear underperformer since the coronavirus.
MM is neutral to mildly bullish NTR US
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