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Trafigura reported US$4.1 billion in first-half fiscal 2026 profit, while Mosaic’s phosphate division recorded a US$194 million operating loss in the third quarter amid sulfur and acid shortages. Mosaic also paid US$715 per long ton for sulfur and incurred US$77 million in idle fixed costs, while the article contrasts traders’ performance with the risks and costs faced by miners.
Sulfur and acid constraints can limit phosphate-fertilizer production, potentially tightening supply and supporting DAP prices. Higher input costs and operational disruption weigh on producers, although the article does not establish a new production cut beyond the reported impacts.
discoveryalert.comMuflih HidayatNov 6, 2026After 31 past bullish logistics events, DAP moved a median +0.5% over 5 sessions (58% higher; middle half -0.4% to +0.9%), and +1.6% over 20.
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.
