Mosaic Co Partners with Rainbow for Rare Earths Project
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
0mins
Should l Buy MOS?
Source: Benzinga
Mosaic Co's stock fell 5.02% as it crossed below the 5-day SMA, despite the broader market rally with the Nasdaq-100 up 1.24% and the S&P 500 up 1.13%.
The decline comes amid the announcement of a joint development agreement with Rainbow Rare Earths Limited to advance the Uberaba rare earth project in Brazil. This project aims to process 2.7 million tonnes of phosphogypsum annually, producing significant quantities of neodymium and praseodymium oxide, which could enhance Mosaic's competitiveness in the rare earth sector. However, the stock's drop suggests sector rotation, as investors may be reallocating funds to other sectors despite the positive news surrounding the project.
This partnership is strategically important for Mosaic, as it positions the company to capitalize on the growing demand for rare earth elements. The upcoming prefeasibility study will be crucial in determining the project's viability, and the market will be closely watching Mosaic's financial updates in May.
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Analyst Views on MOS
Wall Street analysts forecast MOS stock price to rise
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 25.000
Low
24.00
Averages
32.38
High
43.00
Current: 25.000
Low
24.00
Averages
32.38
High
43.00
About MOS
The Mosaic Company is a producer and marketer of concentrated phosphate and potash crop nutrients. The Company’s segments include Phosphates, Potash and Mosaic Fertilizantes. The Phosphates segment sells phosphate-based crop nutrients and animal feed ingredients throughout North America and internationally. The Potash business segment owns and operates potash mines and production facilities in Canada and the United States, which produces potash-based crop nutrients, animal feed ingredients and industrial products, and is sold both in domestic and international. The Mosaic Fertilizantes Segment produces and sells phosphate- and potash-based crop nutrients, and animal feed ingredients, in Brazil. In addition to phosphate rock mines and chemical plants, this segment consists of sales offices, crop nutrient blending and bagging facilities, port terminals and warehouses in Brazil and Paraguay. This segment also serves as a distribution outlet for its Phosphates and Potash segments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Rising Oil Price Pressure: Oil prices are climbing again as the conflict intensifies, particularly after Yemen's Iran-backed Houthis fired missiles at Israel, heightening fears over energy supply disruptions that could impact the global economy.
- Shipping Route Risks: The Strait of Hormuz, a vital shipping route, is being impeded by the ongoing war, with industry leaders warning that if it does not reopen by mid-April, supply disruptions could worsen significantly, affecting operations across various sectors.
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- Strait of Hormuz Risks: Industry leaders warn that the vital shipping route of the Strait of Hormuz must reopen by mid-April, or supply disruptions could worsen significantly, further driving up oil prices.
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