MOS · 10-Q · 2026Q2 · Full report

Potash Production Availability

MOSAIC CO · 2026-08-05 · Importance 48 · Surprise 40 · Matches filing data

Potash sales volumes declined 14% in the second quarter and 6% for the six months because of lower product availability. Production was affected by lower output at the Esterhazy, Saskatchewan mine due to downtime and by the sale of the Carlsbad, New Mexico mine. Potash production operating rates fell to 64% in the quarter from 73% and to 71% for the six months from 76%. Higher selling prices driven by global supply challenges partly offset the volume reduction.

Key facts

• Potash segment operating earnings for the three months ended June 30, 2026: $196 million, compared to $194 million in the prior-year period. source
• Potash sales volumes for the three months ended June 30, 2026: 2.019 million tonnes, compared to 2.343 million tonnes in the prior-year period (a decrease of 324 thousand tonnes). source
• Potash operating rate for production was 64% for the three months ended June 30, 2026, compared to 73% for the same period in 2025. source
• Changes in the operation of world phosphate or potash markets, including consolidation in the crop nutrient industry, are disclosed as risks, particularly if we do not participate in the consolidation. source
• The expansion or contraction of production capacity or selling efforts by competitors or new entrants, including actions by the other member of Canpotex to prove the production capacity of potash expansion projects, could affect markets. source
• Brine inflows at our potash mines are identified as a risk factor. source

Impact estimates