The Mosaic Company Q4 2025 Earnings Call Summary

Performance in the fourth quarter was pressured by a sharp decline in U.S. phosphate demand due to farmer affordability challenges and delayed government support. Management successfully restored the operational foundation by achieving record mining production at Miski Mayo and the highest Florida rock production in three years. Phosphate production improvements are driven by a strategic focus on P2O5 output, allowing the company to flex product grades to meet shifting market demand. The Mosaic Bios ...