MOS · 8-K · 20260804PR000109
Manufacturing And Capacity
MOSAIC CO · 2026-08-04 · Importance 67 · Surprise 66 · In source text
Mosaic implemented a partial phosphate production curtailment in May, reducing second-quarter sales and production volumes to 1.4 million tonnes from 1.5 million tonnes a year earlier. Additional curtailments began in July; Faustina is completely idled and Bartow is operating at 40% of its targeted annual rate. Idle, turnaround, and unabsorbed fixed costs totaled $60 million in Phosphate and $61 million in Mosaic Fertilizantes during the quarter. Potash production declined to 1.8 million tonnes from 2.1 million tonnes year over year, reflecting the Esterhazy turnaround and the completed Carlsbad mine divestiture, while Hydrofloat is expected to contribute additional production later in 2026.
Key facts
- Mosaic implemented a partial phosphate production curtailment in May source
- Faustina has been completely idled and Bartow is currently running at 40% of its targeted annual operating rate source
- Mosaic continues to expect total potash production of approximately 9 million tonnes in 2026 source
- Full year 2026 potash production volumes guidance: 9.0 million tonnes source
- Potash production volumes in Q2 2026: 1.8 million tonnes source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | — | Mosaic implemented a partial phosphate production curtailment in May |
| revenue | negative | realized | — | Faustina has been completely idled and Bartow is currently running at 40% of its targeted annual operating rate |