ORGANISATION · US · NAICS 325312 Phosphatic fertilizer manufacturing
The Mosaic Company
www.mosaicco.com · 1 documented exposure in the atlas.
US phosphate: Mosaic curtails, citing limited affordable sulfur; US sulfur and phosphate exports are up in 2026
Exposed · Operational, local · evidenced · Supply shock, 2026-11-03
“Sales volumes for the third quarter were 1.4 million tonnes, compared to 1.6 million in the same period last year, reflecting production curtailments implemented as a result of limited affordable sulfur availability.” — source, 2026-11-13
The company's own third-quarter release ties lower phosphate volumes to curtailments for lack of affordable sulfur, and gives 715 USD per long ton for the quarter and a fourth-quarter contract with U.S. Gulf Coast refiners at 615. Inferred: the rise in US DAP and MAP exports over the same months is largely this producer's product leaving through Tampa, since its 10-K puts it at about 72 % of North American concentrated phosphate output. The release does not break out export tonnage by destination.
Series concerned: us-sulfur-export-unit-value-usd-t us-sulfur-domestic-consumption-kt us-dap-map-exports-p-st tampa-dap-map-exports-p-st · read the edition →
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