Company Reports

US President Donald Trump announced on his social media platform the US is working on a deal to purchase potash from Belarus. Shares of potash producers Nutrien and Mosaic fell on the news.

Mosaic's second-quarter results reflected higher phosphate input costs, which weighed on profits.

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.

On June 29, the US government announced a temporary suspension of duties on phosphate imports from Morocco. Mosaic shares were down 6% in early June 30 trading on the news.

Mosaic's first-quarter earnings reflected higher unit production costs in its phosphate business, as the company's key raw material inputs were affected by a supply shock related to the US-Iran conflict. Mosaic shares were down 2% at the time of writing as the market reacted to the results.

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.

The US and Iran agreed to a two-week ceasefire as part of broader negotiations to end the military conflict, with Iran reopening the Strait of Hormuz to shipping traffic. North American fertilizer stocks CF Industries, Mosaic, and Nutrien were down 5%-11% at the time of writing.

Shares of fertilizer producers CF Industries, Mosaic, and Nutrien are up 10%-30% since the beginning of the US-Iran conflict. The conflict disrupts fertilizer production and shipping in the Middle East.

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.

Mosaic announced it is advancing a rare-earth project in Brazil via a joint venture with Rainbow Rare Earths. The project is moving forward following a favorable preliminary economic assessment. Mosaic shares were up 6% in early March 11 trading.

North American fertilizer producers CF Industries, Mosaic, and Nutrien saw their shares rise between 4% and 9% in early trading on March 2 following the closure of the Strait of Hormuz and the news that QatarEnergy is temporarily shutting down its natural gas production.

Mosaic's fourth-quarter results reflected higher realized potash and phosphate prices more than offset by higher phosphate and potash unit costs due to production issues. Mosaic shares were down 6% on Feb. 25 at the time of writing as the market reacted to the results.

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.

Mosaic released fourth-quarter sales volumes, showing double-digit percentage declines in potash and phosphate volumes. Mosaic shares were down 4% at the time of writing on Jan. 16, as the market reacted to the lower results.

The US and Belarus made a deal where the US will lift sanctions on Belarus potash in exchange for Belarus freeing prisoners. Shares of potash producers Nutrien and Mosaic were down 3%-4% on Dec. 15 at the time of writing on the sanctions being removed.

Mosaic reported solid third-quarter results as profits rose versus the prior-year quarter driven by higher potash prices. Mosaic shares were down 1% on Nov. 5 as guidance for improving phosphate production was offset by management's outlook for potentially weak US phosphate demand this fall.

Mosaic is a leading producer of potash and phosphate fertilizers. In 2024, potash generated nearly 40% of total gross profits, with phosphates a little over 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.

Mosaic announced preliminary third-quarter sales volumes in each of its three segments. Shares were down 7% at the time of writing on Oct. 10 as phosphate volumes came in well below guidance.

Mosaic is a leading producer of potash and phosphate fertilizers. In 2024, potash generated nearly 40% of total gross profits, with phosphates a little over 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.

Mosaic's second-quarter adjusted EBITDA was down year over year despite higher potash and phosphate prices due to lower volumes and higher unit production costs. Mosaic shares were down 12% at the time of writing as the market reacted to the higher costs.