Mizuho Sees Continued Pressure on Mosaic (MOS) as Chemical Markets Stay Soft

Group 1: Company Overview - The Mosaic Company (NYSE:MOS) is one of the world's largest producers and marketers of phosphate and potash fertilizers, focusing on supplying essential crop nutrients to global agricultural markets [6] Group 2: Recent Developments - On December 22, The Mosaic Company announced a definitive agreement to sell Mosaic Potash Carlsbad, Inc. for a total value of $30 million, with an initial cash payment of $20 million at closing and the remaining $10 million to be paid in three equal annual installments starting in 2029 [3][4] - The transaction is expected to close in the first half of 2026, and Mosaic plans to record a non-cash asset impairment in the fourth quarter of 2025 [4] Group 3: Strategic Focus - Following the sale, Mosaic will focus its potash production entirely on operations in Saskatchewan, Canada, which are expected to continue generating strong returns [5]