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Mosaic Company

FERTILISER · NYSE

◆ THESIS
  • Potash & phosphate (different from nitrogen). HASN'T MOVED as much as CF/NTR. Laggard play — broader fertiliser price rises lift all boats.

  • Belaruskali sanctions removed ~20% of global potash supply permanently. Mosaic + Nutrien filled the gap structurally. The supply hole hasn't been replaced and won't be — this is permanent.

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