US Fertilizer Company Mosaic Loses Nearly 1 Trillion Won in Market Value in One Day

Mosaic Co. (NYSE: MOS) shares closed at $23.59 on the New York Stock Exchange, plunging 9.96% from the previous day. Market capitalization fell to about $7.5 billion—roughly 10 trillion won—erasing nearly $700 million in corporate value (around 1 trillion won) in a single session. Trading volume exceeded 10.28 million shares, reflecting concentrated short-term selling pressure.

Recently, a U.S. fund added roughly $9 million of Mosaic stock, citing recovering fertilizer demand and record-high potash production as key investment drivers. In the earnings report released three weeks ago for Q4 2025 and the full year, the company posted net income of $541 million and earnings per share of $1.70, maintaining profitability but falling short of market expectations and triggering increased volatility since the announcement.

Headquartered in Tampa, Florida, Mosaic is one of the world’s largest producers of phosphate and potash fertilizers. The company operates a vertically integrated model—spanning mining, processing and distribution of phosphorus (P) and potassium (K)-based fertilizers—primarily across North America and Brazil. As a typical cyclical stock, its performance is closely tied to fertilizer and grain prices and the global agricultural investment cycle. After profits declined sharply in 2024–2025 due to price adjustments, Mosaic has been gradually recovering, supported by tightening supply and productivity improvements.