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Mosaic Announces Phosphate Production Curtailments in Brazil

The Mosaic Company (NYSE:MOS) announced on December 16, 2025 that it has started idling single super phosphate (SSP) production at its Fospar and Araxá facilities in Brazil after a sharp rise in sulfur prices.

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The Mosaic Company (NYSE:MOS) announced on December 16, 2025 that it has started idling single super phosphate (SSP) production at its Fospar and Araxá facilities in Brazil after a sharp rise in sulfur prices. The company also suspended future sulfur purchases and said it may review these decisions after 30 days. Mosaic stated the actions are intended to help maintain competitiveness while supporting reliable fertilizer availability and global food security.

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Positive

  • Actions aim to preserve competitiveness amid higher sulfur prices
  • Company will review curtailment decisions after 30 days

Negative

  • Idled SSP production at Fospar and Araxá facilities in Brazil
  • Suspension of future sulfur purchases could constrain near-term inputs
Argus Dec 16 session
-5.63% close to close Open Argus
Details

News Market Reaction – MOS

In the Dec 16 session, MOS declined 5.63%, reflecting a notable negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -5.6% in the session following this news. The decline around 5.15% ahead of and arou...
Analysis

The stock moved -5.6% in the session following this news. The decline around 5.15% ahead of and around this announcement fits a cautious reaction to Brazil SSP production curtailments and sulfur purchase suspensions. Shares were already below the 200‑day MA and 34.97% under the 52‑week high, so sentiment was fragile. While Mosaic recently reported stronger results and accessed $900 million in debt under its S‑3ASR shelf, ongoing capacity to issue securities and evolving asset mix in Brazil may influence how long such weakness persisted.

Key Figures

Decision review period: 30 days Q3 2025 net sales: $3,452.1 million Q3 2025 diluted EPS: $1.29 +1 more
Decision review period
30 days
Period after which Mosaic may review Brazil SSP curtailment and sulfur purchase suspension
Q3 2025 net sales
$3,452.1 million
Three months ended September 30, 2025 per 10-Q
Q3 2025 diluted EPS
$1.29
Three months ended September 30, 2025, up from $0.38 a year ago
YTD 2025 net sales
$9,078.7 million
Year-to-date period ended September 30, 2025

Historical Context

5 past events · Latest: Nov 17
5 events
  1. Nov 17

    Dividend declaration

    24h Move
    +0.7%

    Announced quarterly dividend of $0.22 per share with December 18 payment date.

  2. Nov 13

    Debt offering

    24h Move
    +2.0%

    Completed $900 million senior notes offering for general corporate purposes.

  3. Nov 10

    Policy recognition

    24h Move
    +1.2%

    U.S. added phosphate and potash to Critical Minerals List, supporting sector importance.

  4. Nov 04

    Earnings release

    24h Move
    -2.6%

    Announced availability of Q3 2025 financial results and investor conference call.

  5. Nov 04

    Asset sale

    24h Move
    -2.6%

    Completed $27 million sale of Brazilian potash mine operator to VL Mineração.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

single super phosphate
1 terms
single super phosphate technical
"idle single super phosphate (SSP) production at its Fospar and Araxá facilities"
A fertilizer made by treating rock phosphate with acid to produce a powdery or granular source of plant phosphorus and calcium sulfate (gypsum). Think of it as a slow-release vitamin for crops that helps roots and flowers grow; investors watch its production, price and demand because they affect farm costs, crop yields and the revenue of fertilizer-makers and agricultural suppliers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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TAMPA, FL / ACCESS Newswire / December 16, 2025 / Due to the recent sharp increase in sulfur prices, The Mosaic Company (NYSE:MOS) has started activities to idle single super phosphate (SSP) production at its Fospar and Araxá facilities in Brazil.

Mosaic has also suspended future purchases of sulfur. Mosaic may review these decisions after 30 days.

Mosaic is committed to its mission of helping the world grow the food it needs while maintaining competitiveness in global markets. Mosaic's operations in Brazil play a critical role in supporting reliable fertilizer availability and global food security.

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:
Jason Tremblay, 813-775-4282
jason.tremblay@mosaicco.com

Joan Tong, CFA, 863-640-0826
joan.tong@mosaicco.com

Media:
Ben Pratt, 813-775-4206
benjamin.pratt@mosaicco.com

This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding Mosaic's plans to idle SSP production at Fospar and Araxá suspend sulfur purchases, and review production plans based on market conditions. Forward-looking statements are based on current expectations and assumptions that involve risks and uncertainties, which could cause actual performance 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, operational challenges, and other risks described in Mosaic's filings with the Securities and Exchange Commission. Mosaic undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this release, except as required by law.

SOURCE: The Mosaic Company



View the original press release on ACCESS Newswire

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Why did Mosaic (NYSE:MOS) idle SSP production in Brazil on December 16, 2025?

Mosaic said a sharp increase in sulfur prices prompted idling of SSP production at Fospar and Araxá.

Which Mosaic Brazil facilities had SSP production idled on December 16, 2025?

Mosaic idled SSP production at the Fospar and Araxá facilities.

How long will Mosaic (MOS) review its Brazil curtailment decisions?

Mosaic stated it may review the decisions after 30 days.

Did Mosaic (MOS) change its sulfur procurement after December 16, 2025?

Yes. Mosaic suspended future purchases of sulfur as part of the response to higher prices.

What is Mosaic’s stated rationale for the Brazil production curtailments?

Mosaic said the moves respond to sulfur price pressures and help maintain competitiveness in global markets while supporting fertilizer availability.

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