Category Archives: Sustainability

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

Offshore Carbon Capture and Storage

If carbon capture technology is ever to be useful, there have to be places to store the captured carbon. One place is deep in the earth, in abandoned oil wells. We’re seeing somewhat more interest in carbon capture in maritime, and also in manufacturing areas. Maritime is more of an issue, because the captured carbon must be stored onboard, and offloaded periodically.

One option is to sell the compressed cold carbon to industrial users. But there’s not enough demand if most ships were producing captured carbon. Already, onshore carbon capture can supply a good deal of the commercial need for CO2.

Reuse of carbon in this way is simply circular; it does not actually remove carbon from the natural environment, it simply recycles it. And many onshore facilities like power plants and cement processes could rather easily capture their carbon emissions.

All this carbon can’t simply be recycled; there must be a place to put it. It’s odd that there has not been more investment in places to sequester the captured carbon.

That’s why the INEOS announcement in the article below is interesting. INEOS is an international chemical company with headquarters in many countries. (They also co-own and operate Manchester United, a Premier League football club).

They have designed a complete system to sequester the carbon in the North Sea, called Greensand. The full value chain will be established. The captured CO2 will come from Danish biomethane plants.

Once captured, CO2 is liquefied, delivered by truck to a dedicated CO2 terminal at Port Esbjerg, shipped aboard Carbon Destroyer 1, the EU’s first purpose-built CO2 carrier, and injected into the Nini West reservoir in the Danish part of the North Sea, a depleted oil field some 250 km offshore, approximately 1,800 m beneath the seabed.

Currently the project can store 400000 tonnes annually, but plans to expand to between 4 and 8 million tonnes annually.

There are still institutional barriers limiting capture of CO2 at scale — regulations, infrastructure, and investment. Since we’re not going green on energy anytime soon, it’s time to start investing big time in carbon capture — technology and infrastructure.

Logo of Splash247, featuring the word 'Splash' in bold black letters with a blue underline and '247.com' in smaller text.

Bojan Lepic September 18, 2026

https://splash247.com/ineos-opens-eus-first-full-scale-offshore-ccs-project

AI use growing, but cost…?

This report by McKinsey, the global consulting firm, sheds some light on what’s happening in the commercial realm with AI. It’s based on an online survey taken in May and June 2026, with 1,719 participants in 97 nations, spread across a full range of regions, industries, company sizes, and functional specialties. 36% of respondents work for companies with more than $1B USD in annual revenue.

The heat map below, from the report, shows the relation of AI use that has passed beyond R&D into scaling phase by industry type and business function. The entries are the percent of respondents who say their firm is into the scaling phase. The business function rows are ranked by total percent.

What stands out?

  • How low are supply chain and manufacturing functions!! You would think there would be a lot of applications in these business functions. But, NO! Maybe it’s just because these functions are typically cost-conscious and slow to choose new technology.
  • But in advanced manufacturing, industry use in supply chains and manufacturing is close to the highest at 14%.
  • IT, knowledge management and software engineering are high. That’s what one expects when a technology such as AI emerges. We saw the same thing with the coming of the internet in the late 1990s.
  • Media is high!! What a surprise! The AI engines train on large quantities of media output. If they just operate as a grandiose search engine, they already add value of a kind we can appreciate.

One of the fascinating tidbits from the report is that chatbots are the most frequently employed form of AI. We guess that already, if we use the internet at all today. Every website seems to have one. And if my experience is any guide, they are mostly useless. They give answers to stupid questions, and can’t handle anything even slightly complicated. The most they do is have a real agent call you, and mostly they don’t do that. They direct you to someplace in the company’s sitemap, which you have probably already read without profit before desperately trying the chat.

I question whether this is the best use of all the energy and other resources consumed searching and re-searching all those tokenized training documents.

We haven’t yet seen the real cost of all these searches, over and over again, of all those training documents. It’s measured in tokens, and currently the tokens are underpriced as a loss leader to get us hooked on using AI instead of the far simpler internet search like Google. We see in daily news how many massive data centers are being built, how much resource they consume (electricity, water, grid capacity). Those costs have to be paid for in a viable business. They have no choice but to charge us for the use.

Just like internet and cell phones and cable TV, and phone service before that, we users will have to pay.

Dan Tinkoff, Lieven van der Veken, Michael Chu, and Tara Balakrishnan, August 2026