ShockAtlas

ORGANISATION · SA · NACE C20.15 Manufacture of fertilisers and nitrogen compounds; B07.29 Mining of other non-ferrous metal ores

Saudi Arabian Mining Company (Ma’aden)

www.maaden.com · 1 documented exposure in the atlas.

US phosphate: Mosaic curtails, citing limited affordable sulfur; US sulfur and phosphate exports are up in 2026

Competitor · Financial, remote · evidenced · Supply shock, 2026-11-03

“Maaden trimmed its 2026 phosphate production guidance to the equivalent of 6 million - 6.5 million t of DAP in its latest quarterly results, citing a lack of sulphur and high logistical costs.” — source, 2026-11-13

The article shows the Saudi producer cutting DAP guidance for lack of sulphur and routing a cargo to India through Oman. It is a usual supplier of India, where US DAP and MAP appear in 2026 after two years of none. Inferred: its shortfall is one reason Indian buyers took US product; the source does not make that link. The US producer also holds shares in this company, per its filings.

Series concerned: us-dap-map-exports-india-p-st us-dap-map-exports-p-st dap-usd-t · read the edition →

Positions are stated per signal with the public evidence that supports them. An organisation can ask for a correction at the address in the footer.

Premium, 49 USD / month: every published analysis as files, with a key for the API and the MCP server.What Premium includes →