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Mosaic reports North American fertilizer demand fell sharply in Q4 2025, with phosphate shipments down about 20% year on year, and potash demand modestly lower. Its phosphate sales were around 1.3 million tonnes and potash about 2.2 million tonnes.
Brazil's market also weakened amid credit constraints and competition from low-analysis product.
Weak phosphate and potash demand signals softer fertilizer pricing pressure in the near term, though Mosaic's production adjustments limit the supply impact.
streetinsider.com2026年1月16日在过去 35 次看跌的报告事件之后，DAP 在 5 个交易日内中位数变动 0.0%（37% 上涨；中间一半区间为 -0.7% 至 +1.5%），20 个交易日内为 +0.6%。
历史可比事件尚不足，暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
