# What Drove Mosaic (NYSE:MOS) to a USD 72 Million Quarterly Loss Despite Higher DAP Prices?

> Mosaic posted a $72 million net loss in the third quarter of 2026, or $0.23 per diluted share, versus $411 million a year earlier. Adjusted EBITDA fell to $324 million, and the phosphate unit posted a $194 million operating loss even though its DAP selling price rose to $838 per tonne. Management locked in a fourth-quarter sulfur price of $615 per long ton.

- Date: 2026-11-04 · published 2026-11-05T00:12:23.900Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/80743-what-drove-mosaic-nyse-mos-to-a-usd-72-million-quarterly-loss-despite-higher
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [TSP](https://feedsoft.ai/c/TSP.md)

## Why it matters

Higher DAP prices are being outweighed by sulfur costs, showing that phosphate margins are under pressure and producers may limit output, which keeps DAP supply tight.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲

## Sources

- kalkine.ca: https://kalkine.ca/news/mining/what-drove-mosaic-nysemos-to-a-usd-72-million-quarterly-loss-despite-higher-dap-prices

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