The Mosaic Company (MOS)

The company now

The Mosaic Company reported a net loss of $273 million for the second quarter of 2026, on revenues of $2.8 billion, in a release dated 4 August 2026 2.

Chief executive Bruce Bodine put the cause mainly on sulfur, the raw material that is turned into the acid used to make phosphate fertilizer 2. In his words, conditions were "driven primarily by sulfur availability and affordability challenges" 2.

Fertilizer Daily reported that shipping through the Strait of Hormuz was disrupted in late February, which tightened sulfur supply 10. Mosaic has since cut phosphate output at plants in Florida, Louisiana and Brazil 1011.

By its August release, Faustina in Louisiana was completely idled and Bartow in Florida was running at 40 percent of its targeted annual operating rate 2. On 16 October 2026 Fertilizer Daily reported 199 layoffs at South Fort Meade, Florida, where Mosaic decided to idle the site for constrained sulfur supply 10.

Mosaic calls the actions "a temporary response to extraordinary market conditions" 11. The open question is when sulfur supply allows a restart 10.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.