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UBS ranked fertilizer stocks, placing Mosaic third on phosphate market disruption. Global phosphate operating rates are reportedly curtailed, with about 50% of production offline due to Middle East sulfur supply problems.
UBS assumes normalization starting in Q2 2027.
Sulfur shortages cutting phosphate output keep DAP and phosphate prices elevated, which raises feed phosphate and ration costs until supply recovers.
investing.comOct 28, 2026Not 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.
