Chemicals at Farm to Market Conference Recap

Research evidence excerpt

Chemicals at Farm to Market Conference Recap

May 18, 2026 | 04:00 ET~

US Chemicals

Chemicals at Farm to Market Conference Recap US Chemicals

John P. McNulty, CFA Analyst

john.mcnulty@bmo.com (646) 946-8428

Bhavesh Lodaya Analyst

Bottom Line: bhavesh.lodaya@bmo.com (347) 274-1393

Last week BMO hosted the industry-leading Chemicals and Farm to Market conference, Caleb Boehnlein Senior Associate

which included over 30 companies in the Chemical, Coatings, Industrials Gases, Ag/ caleb.boehnlein@bmo.com (347) 906-1860

Seed and Fertilizer space. Unlike past conferences where there were 1-2 themes/angles Margarita Margulis Associate

that generate the bulk of the interest, this year investor interest/demand was broader margarita.margulis@bmo.com (332) 257-0592

than usual with solid interest in our Petchem and Commodity chemical names, Coatings, Legal Entity: BMO Capital Markets Corp.

Industrial Gases and Specialty material/chemical names; as well as Joel Jackson's Ag/

Seed/Fertilizer attendees. With all of that we came away with investor attendance up

10% vs. last year's record attendance.

We would like to thank all of the management teams that took their valuable time

(during this complex/volitile period) to attend the event. We also appreciate the broad

investor participation that helped to make the event a success; especially the Group

Sessions where we saw amazing dialog.

Key Points

Conference Takeaways: Across our coverage universe (see Joel Jackson's takeaways

on CNH/CF/NTR/SDF/MOS/CTVA/FMC/BAYN), we had a host sub-industries represented

incl.: Commodity Chems, Coatings, Water Treatment, Spec Chemicals and Industrial

Gases--see pg. 2 for a list of attendees. Across the group, most companies had a