Impact ledger
The Mosaic Company (MOS)
7 events mapped to this ticker since 2026-06-12.
Assumption changes
| Date | Assumption | Direction | Magnitude | Conf. |
|---|---|---|---|---|
| 2026-06-15 | wacc | Bullish | — | 0.70 |
| 2026-06-15 | interest_expense | Bullish | — | 0.70 |
| 2026-06-15 | net_debt | Bullish | — | 0.70 |
| 2026-06-15 | share_count | Bullish | — | 0.70 |
| 2026-06-15 | net_debt | Bullish | — | 0.70 |
| 2026-06-15 | revenue | Bullish | — | 0.70 |
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-17 | Event | Reduced demand for traditional chemical fertilizers due to increased adoption of organic alternatives. | Bearish | 1-5y | 0.70 |
| 2026-07-07 | Event | Similar to CF Industries, increased global urea supply could indirectly affect the broader fertilizer market sentiment and pricing, even though Mosaic's primary focus is on potash and phosphates, as these markets are often correlated. | Bearish | 1-5y | 0.40 |
| 2026-07-07 | Event | Similar to CF, increased domestic urea production in Iraq could displace imports, affecting global supply-demand dynamics and potentially impacting pricing for other fertilizer components if cross-commodity substitution occurs or if it signals broader regional self-sufficiency trends. | Bearish | 1-5y | 0.30 |
| 2026-07-07 | Event | Similar to CF Industries, increased global urea supply from a new large-scale plant in Iraq could put downward pressure on international urea prices, affecting margins for existing producers. | Bearish | 1-5y | 0.30 |
| 2026-07-07 | Event | Indirect competition from increased global urea supply, potentially affecting overall fertilizer market dynamics and pricing, though Mosaic's primary focus is potash and phosphates. | Bearish | 3-12m | 0.20 |
| 2026-06-15 | Event | Direct impact from potential acquisition or divestiture, or other significant corporate action. The 8-K filing indicates a material event that could alter the company's financial structure, operational footprint, or strategic direction. | watch | 1-3m | 0.70 |
| 2026-06-12 | Event | Supplier/customer in the agricultural input supply chain; potential for minor shifts in demand or supply dynamics. | watch | 1-3m | 0.10 |
This ledger is regenerated from Market Ontology's public event pipeline. For live alerts on new assumption changes for MOS, start a trial or view the MOS entity page.