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MOS

Mosaic Company Phosphate Production Falls Short

The Mosaic Company (NYSE: MOS) has released its preliminary third-quarter 2025 segment volumes. The company's phosphate production volumes for the quarter were approximately 1.7 million tonnes, which is a significant increase from previous quarters but fell below management’s expectations due to unexpected mechanical issues at the Riverview sulfuric acid plant and utility interruptions at Bartow in mid-September.

Phosphate sales volumes for the third quarter were approximately 1.6 million tonnes, slightly below production volumes, primarily due to lagging shipments that were already confirmed and priced.

Mosaic Fertilizantes saw a 25% increase in sales volumes in the third quarter, with approximately 2.8 million tonnes sold, compared to the second quarter. The company continues to focus on optimizing profitability in a challenging credit environment.

For potash, production and sales volumes in the third quarter were both approximately 2.3 million tonnes.

The company plans to release its third-quarter 2025 earnings results on Tuesday, November 4th, 2025, after the close of trading on the New York Stock Exchange. The earnings release webcast and conference call are scheduled for Wednesday, November 5th.

Mosaic remains one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients and is also advancing the next generation of biological solutions to help farmers improve nutrient use efficiency and crop performance sustainably.

The market has reacted to these announcements by moving the company's shares -9.24% to a price of $30.35. For the full picture, make sure to review MO's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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