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Morgan Stanley said fourth-quarter phosphate targets at Mosaic were above expectations, while potash targets were below them. Mosaic’s midpoint volume targets were 1.45 million tons for phosphate and 2.45 million tons for potash, and it lowered its fiscal-year potash production outlook to 8.6 million tons.
The lower potash production outlook points to somewhat tighter supply and potential price support, while stronger-than-expected phosphate targets may indicate more available supply than anticipated.
emtiadefteri.comSadi KaymazNov 9, 2026Not enough comparable past events yet for a historical read.
After 35 past bearish report events, DAP moved a median 0.0% over 5 sessions (37% higher; middle half -0.7% to +1.5%), and +0.6% over 20.
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.
