Sulfur’s Recovery Curve: Global Outlook with ICIS : BI Replay
Elevated sulfur prices are an outlier among commodities disrupted by the Strait closure, with prices remaining stubbornly lofty across key markets. Persistent supply tightness and disrupted trade flows are delaying a recovery, while high costs pressure phosphate economics and demand. Amid rising geopolitical tensions and heightened risks surrounding global supply chains and policy shifts, understanding the supply outlook is critical for investors. Andy Hemphill and Manuja Pandey, Senior Analysts for sulphuric acid and sulphur at ICIS will join to discuss the latest outlook for the refining byproduct.