Fertilizer Daily via UkrAgroConsult on September 18 reported that a US sulfur shortage is threatening to push phosphate fertilizer prices higher.
Florida lawmakers were cited in the piece as supply stress intensifies in the US phosphate belt.
Tampa delivered sulfur has traded above 1,100 dollars per tonne since May 2026 in the same account, far above a prior-decade average near 172 dollars per long ton referenced in the article.
Mosaic was reported operating plants at roughly 50 percent rates in Florida and Louisiana as sulfur availability constraints bite DAP and MAP output.
The piece cited about four tonnes of sulfur required per ten tonnes of DAP or MAP production, the conversion desks use to link elemental tightness to finished fertilizer tonnes.
Third-quarter Tampa molten still clears at 705 dollars per long ton in open Argus news, a contract print that does not cap spot granular export values above 1,100 dollars on the US Gulf.
SMM's September 18 weekly review described inverted MAP and DAP margins in China and lagging autumn fertilizer procurement, a parallel demand-destruction signal on the Pacific side.
BC Insight's September 18 market outlook described near-term sulphur prices as flat to soft even as Vancouver FOB firmed on a Southern Africa sale, highlighting regional splits.
Middle East FOB spot at 865 to 900 dollars per tonne in BC Insight Price Trends, described as a three-month low, has not yet restored normalized bulk crossings through Hormuz.
Roughly 400,000 tonnes of loaded sulfur backlog rising toward 600,000 tonnes on thirteen waiting vessels in BC Insight's Hormuz count keeps Atlantic and Indian buyers competing for non-Gulf origins.
Alberta recovered sulfur exports through Vancouver totalled 3,507,428 metric tonnes in the port authority's 2025 overview, with the United States listed at 302,000 tonnes, up 191 percent year on year.
When US Gulf solid exports stay scarce, Canadian Pacific stems absorb swing tonnes even as Chinese import demand weakens year on year.
Alberta provincial sulfur stocks at 11.66 million tonnes in July 2025 remain the last verified_public inventory anchor in open trade press this quarter.
Desk read: September 18 Atlantic fertilizer reporting is demand-side stress at above 1,100 dollars Tampa delivered. Until Gulf solid loadings normalize, Mosaic curtailments are the physical proof of sulfur scarcity, not a headline risk.