Chemicals
Mosaic swung to a net loss in Q2 FY2026, as surging sulfur and ammonia costs and production curtailments overwhelmed higher selling prices, underscoring the vulnerability of its cost structure to global supply shocks.
Key risk: Volatile Pricing and Availability of Key Raw Materials
Geopolitical conflicts, particularly relating to Russia-Ukraine and Iran, have driven volatile pricing and supply disruptions for sulfur, ammonia, and fertilizer inputs. These conditions have significantly increased production costs and may continue to do so.
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