ORGANISATION · US · NAICS 211120 Crude petroleum extraction; NAICS 211130 Natural gas extraction
Occidental Petroleum Corporation
www.oxy.com · 1 documented exposure in the atlas.
US phosphate: Mosaic curtails, citing limited affordable sulfur; US sulfur and phosphate exports are up in 2026
Adjacent · Financial, remote · evidenced · Supply shock, 2026-11-03
“Excluding the impact of items affecting comparability, third quarter results decreased due to lower gas margins due to the narrowing of the Waha-to-Gulf-Coast gas spreads in the third quarter and lower crude margins related to the timing impact of crude sales, partially offset by higher sulfur volumes and prices at Al Hosn.” — source, 2026-11-13
The 10-Q credits higher sulfur volumes and prices at the Al Hosn sour gas venture in the United Arab Emirates for part of midstream earnings. This is the seller's side of the same world price that the US export unit value follows, outside the United States. Inferred: no link to Tampa or to US sulfur exports; the gain comes from Middle East sulfur, not from the US chain.
Series concerned: us-sulfur-export-unit-value-usd-t · read the edition →
Positions are stated per signal with the public evidence that supports them. An organisation can ask for a correction at the address in the footer.