The Mosaic Company

Offshore potash marketing and export platform (owned jointly by Mosaic and Nutrien) — handles international potash sales to China, India, Brazil, and other markets · 12.0%

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Nutrien Ltd.

CF Industries Holdings Inc.

Yara International ASA

Intrepid Potash Inc.

Nutrien Ltd.

NYSE:NTR

Direct competitor and also key downstream customer via Nutrien Ag Solutions; same potash/phosphates markets with similar supply chain dynamics

CF Industries Holdings Inc.

NYSE:CF

Key upstream ammonia supplier; proxy for nitrogen fertilizer supply chain inputs cost exposure affecting Mosaic's phosphate margin

Yara International ASA

OSLO:YAR

Global ammonia and fertilizer producer; proxy for international ammonia market dynamics that affect Mosaic's input costs

Intrepid Potash Inc.

NYSE:IPI

Pure-play US potash producer; proxy for domestic potash market dynamics and mining cost trends

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Canada (Saskatchewan)

United States (Florida)

Brazil

Canpotex Limited

Various North American Retailers

Mosaic Fertilizantes (Brazil Retail Network)

Canada (Saskatchewan)

Potash mining operations — Esterhazy, Colonsay, Belle Plaine mines. Single region concentration for ~80%+ of potash production capacity.

Canpotex LimitedOffshore export marketing of Saskatchewan potash

United States (Florida)

Phosphate mining and processing — Four Corners, South Fort Meade, and other mines in Central Florida phosphate district. Regulatory and environmental risk.

Various North American RetailersDomestic phosphate fertilizer distribution

Brazil

Mosaic Fertilizantes operations — significant exposure to Brazilian agricultural economy, currency (BRL) fluctuations, and local regulatory environment

Mosaic Fertilizantes (Brazil Retail Network)Company-owned distribution network across Brazilian agricultural states (MT, GO, MG, PR, RS, BA)

China & India

Export market dependence — potash sales via Canpotex to China and India subject to annual contract negotiations, geopolitical tensions, and trade policy

Canpotex LimitedOffshore marketing entity for potash exports to Asia

Gulf Coast (USA)

Ammonia supply dependence on Gulf Coast producers; vulnerability to hurricanes and natural gas price volatility

CF Industries Holdings Inc.NYSE:CFAmmonia supplier from Louisiana/Texas Gulf Coast plants

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

High

Heavy reliance on cooperative and retailer distribution channels — Nutrien Ag Solutions and a handful of large cooperatives account for an estimated ~30%+ of North American sales

Equipment

Medium

Concentration in mining equipment suppliers (Caterpillar, Komatsu) — limited alternative suppliers for large-scale underground potash mining machinery

Other

High

Ammonia supply concentration risk — limited number of large ammonia producers (CF Industries, Yara) that can supply the Gulf Coast phosphate operations at scale

Other

Medium

Sulfur supply tied to oil refining industry — any downturn in refining reduces sulfur supply, impacting phosphate production

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Mosaic Fertilizantes (Brazil Distribution & Production)

40.1%

$4.8B

Brazil segment relies on imported and locally sourced ammonia, sulfur, and phosphate rock; drives significant downstream distribution network demand across Brazilian agricultural regions

Phosphates (North America Production & Sales)

37.9%

$4.6B

Heavily dependent on ammonia (from CF Industries, Yara), sulfur (from oil refiners), and phosphate rock (self-mined in Florida). Requires significant rail and marine logistics.

Potash (North America Mining & Sales)

22.0%

$2.7B

Vertically integrated mining operations; key inputs are energy, mining equipment, and rail logistics. Exported globally via Canpotex marketing cooperative.

Sobre nosotrosPolítica de privacidadTérminos de servicioAviso legalDirectorio de accionesETFÍndicesCarteras 13FPrecios objetivoHerramientas gratuitasMapa tecnológicoÚnete a nuestro Slack

Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal

The Mosaic Company

Cadena de suministro de MOS

Aguas arriba

CF Industries Holdings Inc.

Yara International ASA

Caterpillar Inc.

Komatsu Ltd.

ExxonMobil Corporation

Chevron Corporation

Canadian National Railway Company

Canadian Pacific Kansas City Limited

View More

Aguas abajo

Nutrien Ltd. (Nutrien Ag Solutions)

CHS Inc.

GROWMARK Inc.

J.R. Simplot Company

Canpotex Limited

Cargill Inc.

Tyson Foods Inc.

Various Independent Agricultural Retailers (North America)

View More

Comparables

Nutrien Ltd.

CF Industries Holdings Inc.

Yara International ASA

Intrepid Potash Inc.

Geografía

Canada (Saskatchewan)

United States (Florida)

Brazil

View More

Cadena de suministro de MOS

Aguas arriba

CF Industries Holdings Inc.

Yara International ASA

Caterpillar Inc.

Komatsu Ltd.

ExxonMobil Corporation

Chevron Corporation

Canadian National Railway Company

Canadian Pacific Kansas City Limited

View More

Aguas abajo

Nutrien Ltd. (Nutrien Ag Solutions)

CHS Inc.

GROWMARK Inc.

J.R. Simplot Company

Canpotex Limited

Cargill Inc.

Tyson Foods Inc.

Various Independent Agricultural Retailers (North America)

View More

Comparables

Nutrien Ltd.

CF Industries Holdings Inc.

Yara International ASA

Intrepid Potash Inc.

Geografía

Canada (Saskatchewan)

United States (Florida)

Brazil

View More