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Mosaic's Q3 2026 earnings call reported a realized sulfur price of $715 per ton against a market average of $1,100, with a Q4 sulfur contract signed at $615. The company guided Q4 phosphate stripping margins to the mid-$300s per ton and expects positive free cash flow in the second half of 2026 despite US and Brazil production curtailments.
Lower contracted sulfur costs support Mosaic's phosphate margins, but production curtailments in the US and Brazil tighten near-term phosphate and DAP supply for feed and crop buyers. The earnings detail mainly reflects company economics rather than a new market-wide shock.
sg.finance.yahoo.comGuruFocus NewsNov 4, 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.
