# The Mosaic Co (MOS) (Q3 2026) Earnings Call Highlights: Sulfur Cost Advantage, Phosphate Outlook

> 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.

- Date: 2026-11-04 · published 2026-11-05T00:12:41.061Z
- Category: market · region Global · magnitude low
- Page: https://feedsoft.ai/events/80746-the-mosaic-co-mos-q3-2026-earnings-call-highlights-sulfur-cost-advantage
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

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.

## Read by commodity

- DAP: neutral
- POTASH: neutral

## Sources

- sg.finance.yahoo.com: https://sg.finance.yahoo.com/news/mosaic-co-mos-q3-2026-231340715.html

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