Noteworthy ETF Inflows: GNR, BHP, SHEL, NTR
GNR Share Price Analysis: GNR's current share price is $56.08, which is between its 52-week low of $45.18 and high of $58.86; the 200-day moving average can be a useful tool for technical analysis.
ETFs Trading Dynamics: ETFs function like stocks but involve trading "units" that can be created or destroyed based on investor demand, impacting the underlying holdings significantly during notable inflows or outflows.
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- Agribusiness Recovery: The agribusiness sector is rebounding in 2026, with the MOO ETF up 17% year-to-date, indicating strong market demand and investor confidence, reflecting a comprehensive recovery in the food production value chain.
- Technical Reversal Signals: The MOO ETF exhibits characteristics of a technical reversal on the 10-year weekly chart, having cleared major moving averages, suggesting a change in long-term trends, making it a strategic time for investors to add positions on pullbacks.
- Nutrien Stock Breakout: Canadian agricultural company Nutrien, trading on the NYSE, has recently broken out to new 52-week highs, forming a rounded bottom breakout pattern that indicates strong upward momentum and a favorable long-term investment outlook.
- Risk and Reward Assessment: While Nutrien may face downside risks back to the $64 area, its breakout pattern and sector rotation suggest significant upside potential, with target prices ranging from the low $80s to around $110.

- Phosphate Margin Recovery: Scotiabank analysts indicate that Mosaic's phosphate stripping margins have bottomed after a challenging 2025, with expectations for margin expansion as demand normalizes, particularly in Brazil and India, positioning Mosaic as one of the strongest fertilizer stories for 2026.
- Nitrogen Market Outlook: While nitrogen prices remain firm due to seasonality and geopolitical risks in the Middle East, Scotiabank anticipates that rising global supply and the potential for renewed Chinese exports will pressure prices and margins in the second half of the year, urging caution among investors.
- Potash Market Tightness: The potash market appears tight in the near term, supported by low inventories in Brazil and ongoing restocking in Southeast Asia; however, Scotiabank warns that new production capacity and slowing demand growth could lead to oversupply by late 2026, limiting upside for prices and equities.
- Cautious Industry Stance: Despite the fertilizer rally improving the earnings outlook for 2026, Scotiabank maintains a cautious stance on other fertilizer makers, downgrading CF Industries closer to a Sell rating due to expected nitrogen margin pressures, while Nutrien and Yara are deemed fairly valued with long-term supply risks.
Focus on Soft Commodities: The article emphasizes the importance of paying attention to soft commodities, which are often overshadowed by the rally in hard commodities like gold and silver.
Market Dynamics: It suggests that the current market dynamics warrant a closer look at soft commodities, as they may present significant investment opportunities.
- Earnings Release Schedule: Nutrien Ltd. plans to announce its fourth quarter 2025 financial results after market close on February 18, providing investors with critical performance data and future outlook.
- Conference Call Details: The company will host a conference call on February 19 at 10:00 a.m. EST to discuss the results and outlook, with investors able to join by dialing 1-800-990-2777 or 1-416-855-9085.
- Webcast Access: The conference call will be available via webcast on Nutrien's Investor Events page, with the link accessible for 12 months post-call, ensuring investors can retrieve information at their convenience.
- Company Overview: Nutrien is a leading global provider of crop inputs and services, focusing on investments that enhance business advantages and meet growers' needs, thereby creating long-term value.
- Earnings Release Schedule: Nutrien Ltd. plans to release its Q4 2025 earnings after market close on February 18, 2026, reflecting the company's latest performance in the agricultural inputs and services sector.
- Conference Call Timing: The company will hold a conference call on February 19, 2026, at 10:00 a.m. EST to discuss its results and outlook, which is expected to attract investor interest.
- Investor Access Method: Investors can join the call by dialing 1-800-990-2777 or 1-416-855-9085 and using conference ID: 93473, ensuring timely information dissemination.
- Webcast and Recording: The call will be available via webcast on Nutrien's Investor Events page, with a recording accessible post-call for up to 12 months, providing extended access for investors.







