Analyst
Morgan Stanley (on behalf of Vincent Andrews)
Equibles does not estimate personal net worth.
Justin Pellegrino is recorded as Analyst at Morgan Stanley (on behalf of Vincent Andrews). Justin Pellegrino has spoken on 9 earnings calls across 5 companies, most recently for Intrepid Potash, Inc. on August 5, 2026. Those appearances were for Intrepid Potash, Inc. (IPI), Tronox Holdings plc (TROX), Mosaic Co (MOS), CF Industries Holdings, Inc. (CF) and Nutrien Ltd. (NTR). The companies whose calls Justin Pellegrino spoke on are classified in the Basic Materials sector.
“You mentioned demand softening for potash in the second half of the quarter.”
“I was just hoping you could help us a little bit on the working capital side. You had previously mentioned the $300 million to $500 million of working capital release.”
“I just wanted to double-click on some of those, first being, you know, well-understood on the capital allocation priorities. In the meantime, should we expect that the cash kind of generates some interest income on your P&L?”
“First being, have you had any difficulty procuring sulfur in Brazil? And then second, in the event of a conflict resolution, how quickly do you think the Chinese production ramps back up?”
“My first question is kind of around sulfur prices. Given the conflicts in the Middle East, We've seen a pretty significant increase in sulfur prices there.”
Morgan Stanley (on behalf of Vincent Andrews)
Analyst
Source not stated
Agricultural Inputs · Basic Materials
TROX
Chemicals · Basic Materials
MOS
Agricultural Inputs · Basic Materials
Agricultural Inputs · Basic Materials
NTR
Agricultural Inputs · Basic Materials
