ORGANISATION · US · NAICS 325311 Nitrogenous fertilizer manufacturing
LSB Industries, Inc.
lsbindustries.com · 2 documented exposures in the atlas.
Illinois fall anhydrous ammonia: a warm, late-drying fall with barge receipts in their usual range, autumn 2026
Exposed · Financial, remote · evidenced · Drought, 2026-10-29
“We believe this will support strong fertilizer application rates and we anticipate robust nitrogen demand through the fall 2026 and spring 2027 fertilizer application season.” — source, 2026-11-04
The 10-Q filed on 29 October 2026 forecasts robust nitrogen demand through the fall 2026 and spring 2027 seasons, and the company's site says its Pryor, Oklahoma plant has direct rail access to the Corn Belt. Inferred: a dry Illinois fall that compresses application tests the fall half of that forecast and pushes tons toward spring. LSB does not break out Illinois volumes.
Series concerned: il-anhydrous-usd-st il-uan28-usd-st il-topsoil-short-vshort-pct · read the edition →
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
“Ammonia prices remain elevated relative to historical averages, although they have moderated from first-half highs, due in part to reduced ammonia demand from phosphate producers affected by constrained sulfur supply.” — source, 2026-11-13
The 10-Q attributes part of the easing in ammonia prices to phosphate producers buying less because of sulfur. It reports its ammonia prices against the Tampa benchmark, the same delivery point as the sulfur contract. Inferred: a price effect on its sales, not a direct supply contract with the phosphate plants; none is shown.
Series concerned: us-sulfur-domestic-consumption-kt · read the edition →
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