Prismane Consulting published its September 9 analysis of sulfur prices above 1,000 dollars per tonne and the implications for global phosphate fertilizer economics, citing reported US fertilizer averages as of that date.
The account put diammonium phosphate at approximately 939 dollars per tonne, monoammonium phosphate at approximately 1,087 dollars per tonne, UAN 28 percent at approximately 548 dollars per tonne, and UAN 32 percent at approximately 708 dollars per tonne.
Those September 9 retail averages sit above the University of Illinois farmdoc daily account from August 25, which linked Corn Belt DAP near 850 dollars per tonne to Vancouver spot sulfur exceeding 1,000 dollars per tonne.
The step from near 850 to 939 dollars per tonne for DAP is the lagged cost pass-through farmdoc warned about when sulfur moved more than 130 percent since January 2026 and more than 300 percent since August 2025.
Prismane restates farmdoc's input ratio that producing one tonne of DAP requires approximately 1.5 to 2.0 tonnes of phosphate rock, 0.4 tonnes of sulfur, and 0.2 tonnes of ammonia.
At a sulfur price of 1,000 dollars per tonne, the sulfur requirement alone represents approximately 400 dollars per tonne of DAP before phosphate rock, ammonia, energy, conversion, logistics, and other manufacturing costs.
Global benchmarks in the same account put early September Indian DAP at approximately 900 to 920 dollars per tonne CFR and Brazilian MAP at approximately 830 to 850 dollars per tonne CFR.
Those levels remain substantially above the beginning-of-2026 Indian DAP benchmark of approximately 668 to 669 dollars per tonne CFR cited in the Prismane piece.
Middle East logistics disruptions and Russia's sulfur export restrictions through December 31, 2026, continue to tighten internationally available sulfur supply in the same analysis.
Farmdoc's 0.70 correlation between Corn Belt DAP and Vancouver sulfur prices since 2024 remains the quantitative bridge between Pacific export prices and inland phosphate affordability.
For Alberta recovered sulfur, the retail DAP step confirms continued Pacific export interest when four-digit sulfur costs keep phosphate producers bidding for alternative origins.
SMM's September 8 review put Canada's July sulfur exports at 444,100 tonnes at an average 1,181 dollars per tonne, with the United States the largest destination lane at 172,200 tonnes.
Tampa molten sulfur settled at a record 705 dollars per long ton in the third quarter, the domestic liquid benchmark that prices some Western acid after Itafos moved Conda off the Vancouver index.
Desk read: September 10 adds a September retail print above the August farmdoc Corn Belt level. The corridor read is unchanged: Alberta tonnes stay in demand on both the Pacific stem and the cross-border molten lane while phosphate costs absorb sulfur above 1,000 dollars.