ORGANISATION · US · NAICS 325312 Phosphatic fertilizer manufacturing
Itafos Inc.
itafos.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 · Operational, local · evidenced · Supply shock, 2026-11-03
“The decrease in the Company’s Q3 2026 Adjusted EBITDA compared to Q3 2025 was primarily due to materially higher sulfur and sulfuric acid costs at Conda and Arraias, which were partially offset by higher revenues.” — source, 2026-11-13
The third-quarter release attributes the fall in earnings to sulfur and sulfuric acid costs at its Conda, Idaho, phosphate plant and cites the Tampa sulfur contract at 705 USD in the third quarter and 615 in the fourth. Unlike the Florida producer it reports running Conda near nameplate capacity, so the exposure shown is margin, not volume. Inferred: a western producer still running gains domestic share while Florida and Louisiana output is curtailed; the release does not say so.
Series concerned: us-sulfur-export-unit-value-usd-t dap-usd-t · read the edition →
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