The Mosaic Co

MOS: XNYS (USA)

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Mosaic Should See Recovery in Phosphate Business Following Sulfur Supply Shock; Dividend at Risk

Seth Goldstein

Nov 4, 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, while phosphates accounted for around 35%. The remainder comes from the Brazilian fertilizer business. Mosaic’s US phosphate rock mines and Canadian potash assets provide 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 Recovery in Phosphate Business Following Sulfur Supply Shock; Dividend at Risk

Business Strategy and Outlook

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