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Mosaic reports North American fertilizer demand fell sharply in Q4 2025, with phosphate shipments down about 20% year on year, and potash demand modestly lower. Its phosphate sales were around 1.3 million tonnes and potash about 2.2 million tonnes.
Brazil's market also weakened amid credit constraints and competition from low-analysis product.
Weak phosphate and potash demand signals softer fertilizer pricing pressure in the near term, though Mosaic's production adjustments limit the supply impact.
streetinsider.comJan 16, 2026After 35 past bearish report events, DAP moved a median 0.0% over 5 sessions (37% higher; middle half -0.7% to +1.5%), and +0.6% over 20.
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.
