Mosaic Projects 2–2.2 Mt Potash and 1.7–1.9 Mt Phosphate in Q1

MOSMOS

Mosaic forecasts first-quarter potash shipments of 2.0–2.2 million tons and phosphate volumes of 1.7–1.9 million tons, reflecting robust fertilizer demand. Strong global fertilizer need, underpinned by U.S. corn acreage and below-average inventories, contrasts with peer natural gas cost increases that could pressure Mosaic’s margins.

1. First-Quarter Volume Forecasts

Mosaic expects Q1 potash volumes of 2.0–2.2 million tons and phosphate volumes of 1.7–1.9 million tons, reflecting stable production capacity and strong market demand.

2. Industry Demand and Cost Pressures

Global fertilizer demand remains elevated due to high U.S. corn acreage and low inventory levels, supporting Mosaic’s shipments, while rising natural gas feedstock prices among peers signal potential margin headwinds.

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