# Mosaic sees phosphate earnings weaken again despite cheaper sulfur contract

> Mosaic expects its phosphate segment's adjusted EBITDA to decline again in the fourth quarter despite a cheaper US Gulf Coast sulfur contract of $615 per long ton. Sulfur cost in goods sold was $715 per long ton in Q3, and higher-cost inventory will keep flowing through reported costs for two to three months. The company expects cash-flow relief in Q4 with most earnings benefit arriving in Q1 2027.

- Date: 2026-11-03 · published 2026-11-04T06:11:06.052Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/79247-mosaic-sees-phosphate-earnings-weaken-again-despite-cheaper-sulfur-contract
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Phosphate producers face a squeeze from expensive sulfur, which tightens DAP and phosphate supply and supports fertilizer prices. For feed buyers, phosphate inputs for mineral and feed-ingredient supply stay costly into 2027.

## Sources

- fxnews.ai: https://fxnews.ai/news/mosaic-q3-sulfur-costs-phosphate-fourth-quarter-outlook-2026/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.