Global sulfur escalation pressures market

Global sulfur prices are experiencing a sharp escalation, altering the dynamics of the phosphate market. According to Jeferson Souza, a market intelligence analyst, the accumulated advance over 11 months exceeds 170%, taking the product from $90 per ton in 2024 to values above $500. The movement causes concern among fertilizer manufacturers, as the input is essential for the production of phosphates. The analyst highlights that the change is considered structural, marked by significant alterations in the global flow, such as Russia's shift from exporter to importer in September. This displacement is seen as a sign of disruption, capable of directly impacting specific segments, including products like Super 5. In Brazil, the phosphorus market is heading in two distinct directions. While high-concentration phosphates have shown a consistent decline in recent weeks, low-concentration phosphates are gradually advancing. The retraction of MAP since August has already exceeded $100 per ...