
Mosaic reported ongoing phosphate production constraints from high sulfur costs, while its potash business generated strong cash on robust global demand. The company is cutting costs and capital spending and expects positive free cash flow in the second half of 2026, with Q4 as the EBITDA trough.
It targets 2027 SG&A below $500 million and capital expenditures below $1 billion.
Curtailed US and Brazilian phosphate output tightens DAP supply while sulfur stays expensive, which supports phosphate prices. Firm potash demand also supports potash pricing.
Not 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.