ORGANISATION · IL · NACE C20.15 Manufacture of fertilisers and nitrogen compounds; B08.91 Mining of chemical and fertiliser minerals
ICL Group Ltd.
www.icl-group.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 · Financial, remote · evidenced · Supply shock, 2026-11-03
“In the US, elevated sulphur costs and weak autumn application expectations led to production cuts early in the quarter.” — source, 2026-11-13
The third-quarter report of this phosphate producer describes the US cuts and records the higher cost of sulphur as a negative item in its own results analysis; it also notes that the duty suspension raised US imports from Morocco. It shows a competitor reading the same chain from outside. Inferred: it competes with US product in Brazil and India under the same sulphur cost; the report does not quantify any effect of the US curtailments on its sales.
Series concerned: us-sulfur-export-unit-value-usd-t us-dap-map-imports-morocco-p-st dap-usd-t · read the edition →
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