Mosaic Company Stock (MOS) News Today: Supply Shock, Analyst Targets, and the 2026 Fertilizer Outlook (Dec. 12, 2025)
Mosaic (NYSE: MOS) rose 3.6% to $26.10 on December 12, 2025, after reports of Ukrainian drone strikes on Russian fertilizer plants triggered supply concerns. The rally followed a broad move in fertilizer stocks amid renewed geopolitical risks. Mosaic’s phosphate winter fill prices for December were set $63–$70 below November averages, signaling softer near-term pricing.