Why did Mosaic Co. cut nearly two million tons of US phosphate production, and what is the direct cause cited by its CEO?

Mosaic Co. cut nearly two million tons of US phosphate production—nearly a tenth of total US output—because of sharply higher sulfur prices, which are critical for phosphate processing; CEO Bruce Bodine stated the reduction to about half capacity at its Bartow, Florida, and Louisiana plants allows the company 'to limit the need for incremental sulfur at today’s prices and wait until the market normalizes.'

What global supply chain disruption is driving sulfur shortages, and how significant is the Strait of Hormuz to global sulfur and phosphate trade?

The blockage of the Strait of Hormuz is disrupting global flows of sulfur needed to produce phosphate fertilizers; the route handles about a fifth of global phosphate trade and nearly half of the world’s sulfur trade, making it a critical chokepoint whose disruption directly caused sulfur shortages and record-high spot sulfur prices in Tampa.

Fertilizer Maker Mosaic Cuts Output After Iran War Raises Costs

May 11, 2026

Mosaic Co. is temporarily reducing US phosphate production by nearly two million tons due to soaring sulfur prices linked to Middle East conflicts. The company withdrew its 2026 production guidance as it monitors raw material markets and global trade disruptions.

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Fertilizer Maker Mosaic Cuts Output After Iran War Raises Costs

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