ShockAtlas

ORGANISATION · US · NAICS 325199 All other basic organic chemical manufacturing; NAICS 325311 Nitrogenous fertilizer manufacturing

AdvanSix Inc.

www.advansix.com · 1 documented exposure in the atlas.

US phosphate: Mosaic curtails, citing limited affordable sulfur; US sulfur and phosphate exports are up in 2026

Exposed · Supply chain · deduced · Supply shock, 2026-11-03

“Other important raw materials used in our manufacturing process are natural gas and sulfur, which are used to produce caprolactam and ammonium sulfate.” — source, 2026-11-13

The 10-Q names sulfur as a key raw material at Hopewell, Virginia, settled quarterly, with only part of the exposure passed through to customers. Inferred: its sulfur cost rose with the 2026 quarterly settlements while its ammonium sulfate is sold at freely negotiated prices. Not shown in the passage read: the size of the 2026 cost increase.

Series concerned: us-sulfur-export-unit-value-usd-t us-sulfur-domestic-consumption-kt · read the edition →

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