Why is Sulfur in short supply?

Sulfur is very important as an additive for fertilizer. While it has other industrial uses, farmers depend on it to condition the soil, usually in concert with phosphate fertilizer. I know a bit about this, both as an ex-farmer, and as a mining company employee. Our firm, then known as Duval, a division of Pennzoil, had a very large underground molten sulfur mine in Culberson County, TX USA. It was one of the gems of our portfolio. The mine operated a bit like an oil well. The sulfur was underground in liquid form, under great pressure. We drilled wells into the formation, and injected steam to keep the sulfur molten as it came to the surface. It was piped into heated tanks, and then loaded onto special rail cars. We had a unit train that rolled twice a week from the mine to Galveston, and then returned for the next run. At Galveston, the sulfur was loaded onto our Duval ship, also steam-heating the sulfur to keep it liquid, and sailed to Tampa, where the sulfur was unloaded and a fertilizer miner/manufacturer there blended it into the finished product for farmers.

Many of the railcars we used were ours. We had a rail car shop on our site, competent to both repair and build rail cars with steam jackets that kept the sulfur molten as it rolled across Texas to Galveston. That was a story; when the mine started, the cars were leased. At that time (late 70s) the US had some tax rules that favored investment. If you bought an asset like a rail car for say $100,000, you could deduct the entire amount from your taxes in that very year! This little tax shelter attracted investors; doctors, lawyers, businessmen, people who had a few spare hundred thousands around they could get a total write-off for. It was good for the investors up front; but the car user, such as Duval, needed them all the time in the unit train.

Now you may not know, but if a rail inspector thought something was wrong with a car, such as bad brakes or hubs, they had the authority to pull it off the train and send it to a rail repair yard immediately. The repair work would be done in the shop’s good old time, and then the car went back into ‘service’. But that did not have to be the Duval train. The car could go anywhere.

Duval was a substantial firm, but not big business for the railroad. So we had little leverage to get the cars back. Often our precious heated sulfur cars would wind up in Mexico or some other out-of-the-way place, especially the ones owned by the doctors and lawyers, who had even less leverage than we did. So we had a licensed repair facility, and checked out the cars after each round trip, to reduce the chances of having a car pulled off. When the tax law was repealed, steam-jacketed cars were in short supply. So Duval made our repair facility into a construction facility as well, and gradually we built enough cars to fill the unit train, which I think was 150 cars long. That way we were the owners, and could make even more sure to get them back each trip.

On a side note, guess what happens if the steam jacket isn’t kept hot— the sulfur solidifies. You may remember from high school chemistry that sulfur has several solid phases at normal temperatures, and the one that was in a cooled car was a brown glasslike solid, not the pleasant yellow sulfur crystals you might be familiar with. Then you have to steam the cars extra hard for a couple of days to get the sulfur to change phase to the liquid form needed for transport and removal. The same is true in spades on the ship, and in the inventory tanks at each end. Don’t let the sulfur cool down!!

I understand that the Culberson County liquid sulfur mines closed down in the 90s; all the operational expense was too much; sulfur as a by-product of oil refining was cheaper and closer to Tampa; that’s what is used today. It’s still transported molten, though. according to the story below, “Third-quarter molten sulfur contracts delivered to Tampa, Florida, settled at a record $705 per long ton, up from $655 in the second quarter, while U.S. Gulf spot export prices reached $1,100 to $1,150 per metric ton in July as buyers competed for supplies that would normally have come from the Middle East”.

Middle East, got that? Hormuz has lots of oil refineries, and hence lots of sulfur to export. So we have shortages of sulfur to combine with phosphate for fertilizer. Many domestic fertilizer plants are reducing production because they can’t get enough sulfur. One ton of DAP fertilizer requires roughly 1.5 to 2 tons of phosphate rock, 0.4 ton of sulfur and 0.2 ton of ammonia. Some plants are running close to 40% of capacity.

The article indicates also that sulfur is becoming more important for farmers as a crop nutrient. It’s partly because of our efforts at cleaning up the air. Farms historically received substantial sulfur through atmospheric deposition, as sulfur dioxide from coal-fired power plants and industrial facilities ultimately settled onto farmland as sulfate. Air-quality improvements have sharply reduced that source: Iowa State University agronomists report that atmospheric sulfur deposition in Iowa has fallen to almost zero and estimate that plant-available sulfur in soils has declined 34% to 86% over the past two decades, making deficiency in corn and alfalfa increasingly common.

However, more sulfur isn’t always the answer. High nitrogen rates do not cause sulfur shortages in soil. It’s just that adequate nitrogen removes a yield constraint, and makes sulfur the next binding constraint. And actually, some farmers may be applying sulfur too frequently. Sulfur does not disappear as quickly from soil as some people think, and you might not need to apply it every year; maybe four years on, then two years off. Testing is the trick.

The moral of the article is that we’d better start paying attention to sulfur for agriculture and its complex supply chains, not just bundle it with the cost of fertilizer.

Posted Friday, August 28, 2026 8:00 am By Jessica Hunt 

https://environmentenergyleader.com/stories/sulfur-shortage-is-forcing-phosphate-production-cuts,138392

Panama Flag tonnage slips

Geopolitics is playing a role in selection of flag states. That includes both US pressure for supply chain control by nations in the Americas against China, and reactions by China. But Panama also wants to cultivate a pristine image as a flag state that supports and enforces international rules.

According to the most recent Clarkson’s Research data, Marshall Islands now ranks ahead of Panama in fleet tonnage registered. Liberia remains first.

Panama’s drop has two causes.

First, Panama has been actively removing shadow fleet and older tonnage from their registry. These are usually ships that run a risk of maintenance problems. Panama now limits tankers and bulkers older than 15 years. This is a sign that Panama wants to be known as a trusted registry, safety-conscious and willing to enforce maritime safety and management rules.

Panama stands out for the age of its fleet. Its average ship is 19.5 years old, the oldest among the top five flags. Liberia averages 12.6 years, the Marshall Islands 12, Singapore 11.3 and Hong Kong 14.9.

Second, Panama and China are crossing swords over the Panama government’s seizure of the CK Hutchison port terminals at each end of the Panama Canal.

This comes after the Hong Kong-based terminal operator, went through a phase of trying to sell the terminals. The original consortium was led by US investment firm BlackRock. However, no agreement could be reached, and the government of China said they would prevent the acquisition.

This seems to be reasonable evidence that China was indeed counting on geopolitical leverage from governance of the two ports.

Accordingly, Panama’s government went to its courts, and Panama’s highest court found that the port management contracts were illegal, and CK Hutchison would be displaced as the terminal operator. Panama is currently bidding the port management contracts and has placed temporary operators in control at the two ports.

Some think that the Panama government was encouraged or asked by the US to get rid of the Chinese influence at its ports, and the seizure by the high court was the result.

Fallout from this seizure has been action by China against Panama-flagged ships at Chinese ports. Chinese leasing companies have subsequently required some owners to reflag away from Panama when arranging newbuilding finance. Heightened Chinese scrutiny of Panama-flagged ships followed Panama’s removal of CK Hutchison-linked operators.

Some shipowners are switching to another flag to be able to access Chinese ports. This could certainly cause a decline in registered tonnage.

Graphs below, courtesy of Splash 24/7, show sizes of the top 10 and top 5 flag states.

A graph illustrating the development of the world fleet, highlighting year-on-year growth percentages, alongside a bar chart showcasing the top 10 flag state fleets by size in million gross tons (m. GT) for September 2026.

Source: Clarksons Research, via Splash 24/7

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Sam Chambers September 25, 2026

https://splash247.com/panama-slips-to-third-in-global-flag-rankings/

America’s copper paradox

Copper is an important mineral in this electric and electronic age. It’s not exactly in short supply, but it takes a long time to start up new supply sources in the US. Taseko Mines harvested its first copper cathodes at Florence Copper in early March 2026, ending an roughly 18-year drought of entirely new US copper mines built from scratch. (See second article below).

Several mines are under development in Arizona. I’m an interested observer of mining; I worked for a very fine mining company long ago, which operated a very large copper mine outside Tucson AZ USA. I learned a lot about copper and other mining operations, much of which is now out of date— the world moves on!

The interest in this story is the intricacy of metals supply chains. It’s been impossible to build a smelter in the US in recent years. Smelters produce many noxious materials, and no one wants them nearby. So copper mined in the US must either be processed on-site, using a process called solvent extraction-electrowinning (SX-EW) or be shipped elsewhere to be upgraded to commercially usable copper. Affinity highlighted a critical bottleneck: smelting. Only two primary copper smelters remain operational in the country, meaning new domestic mine production does not necessarily translate into domestically refined metal. It has to be shipped overseas to be processed.

Rio Tinto’s giant Resolution Copper project in Arizona could eventually supply more than a quarter of US copper demand, according to Affinity. This project is forging ahead despite intense criticism from Native American tribes and citizens who deplore the landscape devastation an open pit copper mine creates. US law does not require mining operators to remediate land they have destroyed while mining.

To process the deep underground ore, Resolution Copper will perform the initial extraction and concentration on-site, but they will not do the final chemical refining on-site. Instead, they will use a two-stage approach: processing the ore into a high-grade powder called “concentrate,” and then shipping that material to external commercial customers for smelting and refining.

So many current plans do not eliminate the need for foreign involvement in metallic copper production.

Broker Banchero Costa reported that the US imported a record 225,094 tonnes of refined copper and copper alloys in July, the highest monthly total in data going back to 1990. The figure was up 78% month-on-month and 8% year-on-year as traders rushed material into the country ahead of possible tariffs.

It’s really hard to eliminate dependency on foreign infrastructure in today’s world. and perhaps we should not want to, but rather cultivate alliances and friendships with countries that can help us. Copper smelter capacity is spread around the world. Data below is from World Population Review.

Table showing copper smelter production by country for 2021, listing countries and their production values in tonnes.

Japan and Korea and India would be good candidates. Except for Chile and Canada, these countries are far from the US. Both also produce large quantities of copper. That means a large need in the US for shipping capacity to and from the foreign smelters.

Logo of Splash247.com featuring the word 'Splash' in bold black letters and '247.com' in blue.

Sam Chambers September 17, 2026

https://splash247.com/americas-copper-paradox-sets-up-new-seaborne-trade-flows

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Written by Dean Belder Apr. 23, 2025 01:55PM PST

https://investingnews.com/next-us-copper-mine

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https://worldpopulationreview.com/country-rankings/copper-smelter-production-by-country