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Q3 phosphate supply signals: how to verify a DAP offer
Maaden and Mosaic report different phosphate measures. Verify a DAP quote by confirming the lot, grade and delivery terms separately.
Maaden's November 9, 2026 update reported that its Q3 output of granulated phosphate products recovered to 1.6 million tonnes as the sulfur shortages it experienced in Q2 largely eased. High sulfur costs still weighed on the business. In a separate November 3, 2026 disclosure, Mosaic reported Q3 phosphate segment sales of 1.4 million tonnes, down from 1.6 million a year earlier, and linked production curtailments to limited supplies of affordable sulfur. Maaden Q3 release · Mosaic Q3 filing
For a buyer of diammonium phosphate (DAP), those updates explain why a quote deserves a closer look. One company reported output and the other reported sales. Neither figure identifies the tonnes, grade or arrival date available on an individual offer.
Read the metric before comparing the headlines
| Reported measure | What it tells a buyer | What to verify on the offer |
|---|---|---|
| Maaden Q3 granulated phosphate output | Production improved at that producer. The figure covers granulated phosphate products. | Exact product and producer, firm quantity and the available dispatch window. |
| Mosaic Q3 phosphate segment sales | Sales were lower than a year earlier. The company links the shortfall to curtailments under a sulfur cost and availability constraint. | Whether the offered parcel is allocated and whether the quantity can ship within the requested window. |
| An individual DAP quote | A commercial proposal for a stated grade, quantity and delivery basis. | Validity, Incoterm and named place, lot evidence and which dates the seller will commit to. |
The two company figures cannot be added into an estimate of available DAP. Production can replenish inventory, and a sales figure can include shipments from inventory. Neither answers what is available in your delivery window. Mosaic's Q4 2026 forecast for the average DAP selling price uses its FOB-plant reporting basis. Treat that basis as a reporting label, not as a shipping term or an executable quote. Compare offers only once freight, handling and the delivery point are on the same basis. Mosaic Q3 filing
Lock the delivery basis and the grade separately
Ask the seller to state the offered producer or origin, exact grade and physical form, firm quantity, tolerance, price validity, the named place and the proposed dispatch and arrival windows. Distinguish a firm allocation from an indicative quote. If the seller may substitute a producer or grade, ask what change requires your written approval and whether the revised lead time still serves the order.
Keep a separate acceptance record. For the intended use, specify the nutrient reporting basis, physical form and relevant impurities or insolubles. Ask for a current specification and a lot-linked certificate of analysis. If source or grade changes, agree which sample or acceptance check is required before accepting a substitution. Commercial availability cannot replace technical approval.
Send an enquiry the supplier can answer
Use the water-soluble fertilizer catalogue to identify the exact material. The DAP specification page lists industrial and food grades. The corporate reports do not establish that either grade is equivalent to a quoted commodity fertilizer parcel. State the intended use, grade and form, quantity, destination and latest acceptable arrival date. Request written confirmation of the offered specification and shipping basis before comparing landed quotes.