MOS · 10-Q · 2026Q3 · Full report
Manufacturing And Capacity
MOSAIC CO · 2026-11-04 · Importance 83 · Surprise 82 · In source text
Mosaic temporarily curtailed phosphate production at additional North American facilities and extended curtailments in North America and Brazil in response to market conditions and limited sulfur supply. North American processed-phosphate operating rate fell to 52% in the third quarter from 68%, while Brazil’s phosphate operating rate declined to 27% from 84% as Araxá, Fospar and Catalão were idled and Uberaba produced less. Potash production operating rate was 73% in the quarter, down from 79%, with downtime at the Esterhazy and Belle Plaine mines. These lower operating levels and reduced output constrained product availability and sales volumes.
Key facts
- Mosaic decided to temporarily curtail production at additional North American phosphate facilities and extend curtailed phosphate production in North America and Brazil in response to market conditions and limited sulfur supply. source
- On April 30, 2026, Mosaic completed the sale of its Carlsbad potash mine for a $20 million purchase price, subject to adjustment, plus a $10 million deferred payment payable in three installments from 2029 to 2031. source
- Mosaic Fertilizantes production of crop-nutrient dry concentrates and animal-feed ingredients fell 71% in the third quarter of 2026, primarily due to idling Araxá, Fospar, and Catalão and lower Uberaba production. source
- Mosaic Fertilizantes' production of crop-nutrient dry concentrates and animal-feed ingredients decreased 50% year over year in the first nine months of 2026, with Araxá and Fospar idled and Uberaba and Catalão production lower. source
- Mosaic temporarily curtailed production at certain facilities in the third quarter of 2026 in response to market conditions and continuing high input costs. source
- Mosaic's third-quarter 2026 Potash sales volumes were reduced by lower production at Belle Plaine and Esterhazy, Saskatchewan, and the April 2026 sale of its Carlsbad, New Mexico facility. source
- Mosaic's North America processed-phosphate operating rate was 52% in the third quarter of 2026, down from 68% in the third quarter of 2025, as sulfur availability constraints led to further production curtailments. source
- Mosaic Fertilizantes' phosphate operating rate was 27% in the third quarter of 2026, compared with 84% in the same 2025 period. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | positive | committed | +0.0% | On April 30, 2026, Mosaic completed the sale of its Carlsbad potash mine for a $20 million purchase price, subject to adjustment, plus a… |
| operating_income | negative | probable | — | Mosaic decided to temporarily curtail production at additional North American phosphate facilities and extend curtailed phosphate… |
| revenue | negative | realized | — | Mosaic Fertilizantes' production of crop-nutrient dry concentrates and animal-feed ingredients decreased 50% year over year in the first… |