[AI의 종목 이야기] 비료업체 모자이크, 이란전쟁발 비용 급등에 생산 축소

🔴 Tension Rising 뉴스핌 2026-05-11
Mosaic is temporarily reducing phosphate production in the US by approximately 200,000 tons due to rising raw material costs related to the Iran conflict. The surge in sulfur prices and the Strait of Hormuz blockade are causing supply chain disruptions, leading Mosaic to withdraw its production guidance and consider further cuts. This could contribute to rising global fertilizer prices and negatively impact farm profitability.
경제제재유가영향석유제재미이란외교해상안보
Source: 뉴스핌 (newspim.com)
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