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Mosaic's president said phosphate prices will stay elevated because supply is constrained. Mosaic forecasts a 1.5 million tonne drop in Chinese phosphate exports in 2025, with US-bound shipments through October down 36%.
He does not expect new supply until 2028.
Reduced Chinese exports and strong LFP battery demand keep phosphate fertilizer supply tight, which supports DAP and phosphate rock prices into the winter fill period.
producer.comSean PrattNov 6, 2025Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
