Mosaic Crashes On Plant Woes — But One Fix Could Spark A Big Rebound!

Shares of fertilizer giant Mosaic Co. have been under significant pressure as the company grapples with dual setbacks — unplanned phosphate plant outages and ongoing macroeconomic headwinds tied to U.S. trade tariffs. On October 10, the company disclosed a meaningful production shortfall in its phosphate segment for Q3 2025, citing mechanical issues and utility interruptions that pushed preliminary volumes down to just 1.7 million tons, well below expectations. This comes on top of a challenging landscape in which U.S. tariffs have eroded the competitiveness of American fertilizer exports. The combined impact has been swift: Mosaic’s stock fell by as much as 11% in a single session and now trades at its lowest level in five months. Wall Street analysts, including those from Scotiabank and Oppenheimer, expressed renewed skepticism, questioning Mosaic’s ability to meet targets amid persistent operational missteps. However, while near-term sentiment is negative, a return to stable operations and lower input costs could help Mosaic regain profitability.