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Mosaic reported a $72 million net loss on $3.1 billion in third-quarter 2026 revenue, with an operating loss of $97 million and adjusted EBITDA of $324 million. It sold 1.4 million tonnes of phosphate and 2.1 million tonnes of potash; phosphate output was aligned with available affordable sulfur, and a new Q4 sulfur contract is priced at $615 per long ton.
The sulfur contract and production adjustments indicate input availability and cost remain important constraints on phosphate output. Continued constrained production could support phosphate fertilizer prices, while Mosaic's financial results alone do not establish a wider supply shock.
insights.tridge.comNov 5, 2026Not enough comparable past events yet for a historical read.
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.
