The Mosaic Co

MOS: XNYS (USA)

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Mosaic Should See Profit Recovery as Middle East Supply Shock Boosts Fertilizer Costs and Prices

Seth Goldstein

May 11, 2026

Business Strategy and Outlook

Mosaic is a leading producer of potash and phosphate fertilizers. In 2025, potash generated nearly 45% of total adjusted EBITDA, with phosphates around 35%. The balance is derived from the Brazilian fertilizer business. Mosaic’s US phosphate rock mines and Canadian potash assets provide the company with a stable input base for its products. Over the long run, Mosaic should benefit from growing global demand for fertilizer.

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The Mosaic Co

Mosaic Should See Profit Recovery as Middle East Supply Shock Boosts Fertilizer Costs and Prices

Business Strategy and Outlook

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