MOS

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US-Iran conflict boosts Mosaic +10%-30%; rare earth JV with Rainbow signed in Brazil

Shares of Mosaic and fertilizer peers are up 10-30% since the beginning of the US-Iran conflict, which disrupts fertilizer production and shipping in the Middle East. Mosaic and Rainbow Rare Earths advanced the Uberaba rare earths project in Brazil after completing a favorable preliminary economic assessment on March 11, 2026, targeting construction start in 2027. The company declared a $0.22 quarterly dividend, and the stock is currently trading at $27.68, though production curtailments due to elevated sulfur prices in Brazil add near-term risk.

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