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Mosaic locked in Q3 2026 molten sulfur at $705 per long ton, below prevailing spot prices, via Gulf Coast refiner deals. It guided Q3 DAP realizations to $820–840/t FOB plant and said phosphate volumes will stay constrained through the second half.
Potash ran at full capacity with MOP guided at $260–280/t.
Constrained phosphate output through the second half of 2026 keeps DAP supply tight, and the guided realizations confirm higher finished phosphate prices.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.