The Mosaic Company reports sharp decline in fourth quarter fertilizer sales due to weak North American demand
Mosaic warned that a steep decline in fertilizer demand impacted fourth quarter sales. The company cited tight farmer budgets and weather as primary factors.
Insights:
The Mosaic Company warned on Friday, January 16, 2026, that an unusually steep drop in fertilizer demand across the US 
USduring the fourth quarter has weighed heavily on its sales and cash flow. The company reported that Phosphate shipments in the North American fertilizer market were down approximately 20% from a year earlier as farmers cut back on usage amid tight budgets.
USduring the fourth quarter has weighed heavily on its sales and cash flow. The company reported that Phosphate shipments in the North American fertilizer market were down approximately 20% from a year earlier as farmers cut back on usage amid tight budgets.Sales figures for the quarter missed prior projections by significant margins. Phosphatesales reached approximately 1.3 million tonnes, which was roughly 23% below the previous forecast of 1.7 million to 1.9 million tonnes. Similarly, Potash sales of roughly 2.2 million tonnes were about 15% lower than the projected range of 2.3 million to 2.6 million tonnes.
