ShockAtlas

ORGANISATION · US · NAICS 424690 Other chemical and allied products merchant wholesalers; NAICS 493190 Other warehousing and storage

Martin Midstream Partners L.P.

www.mmlp.com · 1 documented exposure in the atlas.

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

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

“Products revenues increased $28.8 million, reflecting a $23.8 million increase from an 83% rise in average sulfur products sales prices, combined with a $5.0 million increase from a 9% rise in sales volumes, comprising a 16% increase in sulfur volumes and a 14% decrease in fertilizer volumes.” — source, 2026-11-13

The third-quarter 10-Q shows sulfur sales prices up 83 % and sulfur volumes up 16 % in the partnership's sulfur services segment; its 10-K describes buying molten sulfur from Gulf Coast refineries and forming it into prills at Beaumont, Texas, the step that makes Gulf sulfur exportable. Inferred: part of the rise in US sulfur exports passes through this forming capacity; the filing does not give export tonnage or destinations. The same filing reports its sulfur-based fertilizer volumes down on farmer affordability.

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

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