ShockAtlas

ORGANISATION · US · NAICS 212230 Copper, nickel, lead, and zinc mining; NAICS 331410 Nonferrous metal smelting and refining

Kennecott Utah Copper LLC (Rio Tinto)

www.riotinto.com/en/operations/us/kennecott · 1 documented exposure in the atlas.

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

Adjacent · Supply chain · evidenced · Supply shock, 2026-11-03

“Pursuant to the amended Sulfuric Acid Supply Agreement, Itafos will continue to purchase sulfuric acid from the Kennecott mine in Utah.” — source, 2026-11-13

The May 2026 release shows smelter acid from Utah supplying about 60 % of the acid needs of the Conda phosphate plant, under a contract whose reference index was changed in 2026 because of sulfur volatility. It is a route to phosphoric acid that does not pass through elemental sulfur bought at Tampa terms. Inferred: such acid is worth more when sulfur is scarce; the release gives no price.

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

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