Trump Signs Executive Order to Boost Phosphorus and Glyphosate Production
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy MOS?
Source: CNBC
- National Security Focus: Trump signed an executive order invoking the Defense Production Act to promote domestic production of phosphorus and glyphosate, emphasizing their critical importance for U.S. economic and national security, thereby ensuring stability in agricultural and defense supply chains.
- Chemical Controversy: Glyphosate has been controversial due to its alleged links to cancer, and Trump's support aligns with the withdrawal of Health Secretary Kennedy from the election, highlighting the administration's focus on agricultural policy.
- Regulatory Implementation Requirement: The order mandates Agriculture Secretary Brooke Rollins to issue regulations to increase the supply of phosphorus and glyphosate, ensuring U.S. self-sufficiency in these critical chemicals and reducing reliance on foreign sources.
- Industry Response: Monsanto stated it will comply with the order, underscoring the urgent need for U.S. farmers to access domestically produced crop protection tools like glyphosate, reflecting the policy's direct impact on the agricultural sector.
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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: 26.480
Low
24.00
Averages
32.38
High
43.00
Current: 26.480
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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- Production Capacity Planning: The project aims to construct a processing facility with a capacity to treat approximately 2.7 million metric tons of phosphogypsum annually, designed to produce 1,900 tons of separated neodymium and praseodymium oxide, along with 600 tons of products containing medium and heavy rare earth elements, significantly enhancing supply capabilities.
- Strategic Importance: Mosaic's CEO Bruce Bodine emphasized that Brazil is emerging as a strategically important jurisdiction for rare earth development in the Americas, with this partnership combining Mosaic's Brazilian operations and Rainbow's rare earth expertise to strengthen market competitiveness.
- Future Development Plans: Should the prefeasibility study yield favorable results, Mosaic and Rainbow will seek to establish a jointly owned project company, with construction of the processing facility targeted to commence in 2027, further advancing the development and utilization of rare earth resources.
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- Joint Project Agreement: Mosaic has signed a joint development agreement with Rainbow Rare Earths to advance the Uberaba rare earth project in Brazil, with plans to conduct a prefeasibility study to assess the project's commercial viability.
- Production Capacity Planning: The project aims to construct a processing facility with a capacity to treat approximately 2.7 million metric tons of phosphogypsum annually, designed to produce 1,900 tons of separated neodymium and praseodymium oxide, along with 600 tons of products containing medium and heavy rare earth elements, significantly enhancing supply capabilities.
- Strategic Importance: Mosaic's CEO Bruce Bodine emphasized that Brazil is emerging as a strategically important jurisdiction for rare earth development in the Americas, with this partnership combining Mosaic's Brazilian operations and Rainbow's rare earth expertise to strengthen market competitiveness.
- Future Development Plans: Should the prefeasibility study yield favorable results, Mosaic and Rainbow will seek to establish a jointly owned project company, with construction of the processing facility targeted to commence in 2027, further advancing the development and utilization of rare earth resources.
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- Persistent Inflation: The Consumer Price Index (CPI) rose 2.4% year-over-year in February, unchanged from January, indicating that inflation remains stubbornly high, particularly for necessities like electricity and food, which continues to strain household budgets.
- Surge in Energy Prices: The war in Iran has caused global oil prices to spike, with Brent crude rising from about $70 to $119.50 per barrel, while average gasoline prices hit $3.50 per gallon, a 19% increase in just two weeks, exacerbating economic pressures on consumers.
- Uncertain Long-term Impact: Economists predict that if the conflict persists, oil prices could average around $100 per barrel in 2026, potentially pushing CPI inflation to 3.5%, complicating the Federal Reserve's interest rate policy and increasing market uncertainty.
- Significant Tariff Effects: Prior to the Iran conflict, tariffs imposed by the Trump administration were a major inflation driver, with the current effective tariff rate at 10.5%, the highest since 1943, leading economists to believe that consumers will struggle to find relief from inflation in the short term.
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- Consumer Spending Surge: Despite these challenges, consumer spending rose 3.2% year-over-year in February, marking the largest increase in over three years; however, the disparity in after-tax wage growth—4.2% for high earners versus just 0.6% for low earners—highlights the worsening issue of income inequality.
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