Mosaic Announces Extension of Phosphate Production Curtailments in Brazil
Rhea-AI Summary
Mosaic (NYSE:MOS) said it has extended temporary curtailments of single super phosphate (SSP) production at its Fospar and Araxa Brazil facilities by an additional 30 days, following an initial 30-day idling announced December 16, 2025.
The company cited a sharp increase in sulfur prices and said it will continue to assess market conditions in the coming weeks. As a result of the extension, Mosaic does not intend to purchase sulfur in Brazil in the near term.
Positive
- Extended curtailment limits near-term sulfur procurement in Brazil
Negative
- SSP production at Fospar and Araxa idled for a total of 60 days
- Company will not purchase sulfur in Brazil in the near term
News Market Reaction
On the day this news was published, MOS gained 2.29%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
MOS gained 2.58% while key peers were mixed: CF +0.68%, NTR +1.16%, ICL +2.30%, FMC +2.53%, CTVA -0.66%, suggesting a stock-specific move rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 16 | Market update/results | Negative | -4.5% | Preliminary Q4 update with weaker phosphate shipments and cash flow. |
| Dec 22 | Asset sale | Positive | +2.2% | Sale of Mosaic Potash Carlsbad for <b>$30 million</b> with deferred payments. |
| Dec 19 | Dividend declaration | Positive | +2.2% | Announcement of a quarterly dividend of <b>$0.22</b> per share. |
| Dec 17 | Safety incident update | Negative | -0.3% | Update on employee fatality at Esterhazy with operations set to resume. |
| Dec 16 | Production curtailment | Negative | -5.6% | Initial SSP production curtailments in Brazil after sulfur price spike. |
Recent news-driven moves have mostly aligned with event tone, with operational curtailments and weaker shipment updates coinciding with share price declines.
Over the last few months, Mosaic has issued several notable updates. On Dec 16, 2025, it first announced Brazil SSP curtailments, which coincided with a -5.63% move. A tragic Esterhazy incident on Dec 17, 2025 saw a modest -0.29% reaction as operations were set to resume. The company maintained capital returns via a $0.22 quarterly dividend declared Dec 19, 2025. An asset sale for $30 million was received positively. The Jan 16, 2026 market update highlighting weaker phosphate shipments led to a -4.46% move. Today’s extension of Brazil curtailments continues that operational adjustment theme.
Regulatory & Risk Context
An effective automatic shelf registration on Form S-3ASR dated 2025-11-07 allows Mosaic and/or selling stockholders to offer common stock, preferred stock, debt securities, and warrants via future prospectus supplements, with specific terms and use of proceeds detailed in each supplement.
Market Pulse Summary
This announcement extended Mosaic’s earlier decision to idle single super phosphate production at Fospar and Araxa in Brazil for another 30 days amid sharply higher sulfur prices, and indicated no near-term sulfur purchases in that market. It followed recent updates on weaker phosphate shipments and prior Brazil curtailments. Investors may watch how prolonged curtailments affect volumes, margins, and future guidance, while also tracking Mosaic’s use of its debt capacity and its effective S-3ASR shelf for potential financing flexibility.
Key Terms
single super phosphate technical
AI-generated analysis. Not financial advice.
TAMPA, FL / ACCESS Newswire / January 21, 2026 / As previously communicated on December 16th, 2025, due to the recent sharp increase in sulfur prices, Mosaic idled single super phosphate (SSP) production at its Fospar and Araxa facilities in Brazil for an initial 30-day period. Following review, the company has elected to extend these production curtailments by an additional 30 days. Mosaic will continue to assess market conditions in the coming weeks and will evaluate its production plans at that time. Due to the extended curtailment, Mosaic does not intend to purchase sulfur in Brazil in the near term.
About The Mosaic Company
The Mosaic Company is one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients. Through its Mosaic Biosciences platform, the company is also advancing the next generation biological solutions to help farmers improve nutrient use efficiency and crop performance sustainably. Mosaic provides a single-source supply of phosphate, potash, and biological products for the global agriculture industry. More information on the company is available at www.mosaicco.com.
Contacts:
Investors: Joan Tong, CFA, 863-640-0826 | Media: |
This release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, statements regarding Mosaic's plans to idle SSP production for Fospar and Araxá, suspend sulfur purchases, and review production plans based on market conditions. Forward-looking statements are based on the views and assumptions of management as of the date of this release. They are subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied. These risks include, but are not limited to: changes in raw material prices, global supply and demand dynamics, operating challenges, and other risks and uncertainties described in The Mosaic Company's reports filed with the Securities and Exchange Commission. Actual results may differ from those set forth in the forward-looking statements. The Mosaic Company assumes no obligation to update any forward-looking statements.
SOURCE: The Mosaic Company
View the original press release on ACCESS Newswire
FAQ
What did Mosaic (MOS) announce on January 21, 2026 about Brazil SSP production?
Why did Mosaic (MOS) idle SSP production at Fospar and Araxa in Brazil?
How long will Mosaic (MOS) keep SSP plants idled in Brazil after the January 21, 2026 announcement?
Will Mosaic (MOS) buy sulfur in Brazil after the January 21, 2026 update?
What will Mosaic (MOS) do next regarding Brazil SSP production after January 21, 2026?
