# Mosaic faces further phosphate pressure despite cheaper sulfur contract

> Mosaic posted a third-quarter net loss of US$72 million, compared with a profit of US$411 million a year earlier. Phosphate operating losses widened to US$194 million as sulfur costs surged, and the company cut its 2026 potash production forecast to 8.6 million tonnes. Mosaic is also cutting capital spending and extending debt maturities through 2028.

- Date: 2026-11-03 · published 2026-11-04T09:11:13.675Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/79525-mosaic-faces-further-phosphate-pressure-despite-cheaper-sulfur-contract
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Curtailed phosphate and potash output tightens supply, which supports DAP and potash prices. Sulfur cost pressure on producers keeps phosphate costs high into 2027.

## Read by commodity

- DAP: bullish ▲
- POTASH: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2026-09-05 | [CoBank warns higher fertilizer prices are structural as phosphate capacity forecast drops 13%](https://feedsoft.ai/events/17780-cobank-warns-higher-fertilizer-prices-are-structural-as-phosphate-capacity.md) | +0.9% | +1.3% |
| DAP | 2021-04-27 | [Phosphatic fert players face headwinds as global prices rise: Report \| Business](https://feedsoft.ai/events/47925-phosphatic-fert-players-face-headwinds-as-global-prices-rise-report-business.md) | +2.1% | +8.6% |
| DAP | 2021-04-22 | [Our Losing Phosphate Wager - Eos](https://feedsoft.ai/events/47919-our-losing-phosphate-wager-eos.md) | -0.1% | +7.9% |
| DAP | 2019-11-05 | [The Mosaic Company releases 3Q19 results \| World Fertilizer](https://feedsoft.ai/events/56377-the-mosaic-company-releases-3q19-results-world-fertilizer.md) | -3.5% | -5.2% |
| DAP | 2023-11-08 | [Mosaic sees strong global fertilizer demand, restrained supply in 2024 \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/33091-mosaic-sees-strong-global-fertilizer-demand-restrained-supply-in-2024-agri.md) | +0.9% | +3.9% |

## Sources

- middle.news: https://www.middle.news/articles/2026/11/03/mosaic-sinks-to-us72-million-loss-as-sulfur-costs-squeeze-phosphate-margins

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