ORGANISATION · US · NAICS 325180 Other basic inorganic chemical manufacturing
Ecovyst Inc.
www.ecovyst.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 · evidenced · Supply shock, 2026-11-03
“Average selling prices were higher primarily due to the pass-through effect of higher sulfur costs of approximately $67 million and favorable contractual pricing for regenerated sulfuric acid.” — source, 2026-11-13
The third-quarter release shows a sulfuric acid maker passing about 67 million USD of higher sulfur cost to customers in one quarter, and warns that a sharp fall in sulfur could bring customer destocking. It buys the same US sulfur the phosphate producers buy. Inferred: its margin is protected by pass-through, so the exposure is to volume and working capital; the release does not give its sulfur sources.
Series concerned: us-sulfur-export-unit-value-usd-t us-sulfur-domestic-consumption-kt · read the edition →
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