MOS · News · 20260805N

Operating Cost Pressures

MOSAIC CO · 2026-08-05 · Importance 40 · Surprise 42

Higher sulfur and ammonia costs compressed phosphate segment margins during the second quarter of 2026. Constrained sulfur supply forced Mosaic to curtail or idle phosphate production in the United States and Brazil. The company also reported higher raw-material costs and mark-to-market adjustments that reduced profitability. Mosaic is pursuing lower SG&A costs and has secured more favorable sulfur supply pricing to mitigate the pressure.

Key facts

• Mosaic stated it is implementing cost-cutting measures, reducing capital expenditures, and strengthening financial flexibility while maintaining the ability to resume full production. source