The Mosaic Co

MOS: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$67.00	Kvr	Blwmypnpp

Mosaic: We See Limited Impact From Production Disruptions

Seth Goldstein

Sep 16, 2024

Mosaic announced it would produce lower potash and phosphate volumes in 2024 as a result of unplanned outages. After reviewing the announcement, we're maintaining our $40 fair value estimate and no-moat rating. While we see a limited impact on Mosaic's 2024 results due to lower volumes, we do not expect any longer-term impact.

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