ShockAtlas

ORGANISATION · US · NAICS 324110 Petroleum refineries

PBF Energy Inc.

www.pbfenergy.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 · deduced · Supply shock, 2026-11-03

“as a result of the significant portion of heavy, sour crude slate processed at Chalmette, we produce lower-value products including sulfur and petroleum coke.” — source, 2026-11-13

The 10-K states that the Chalmette, Louisiana, refinery produces sulfur as a low-value product, in the state where the phosphate plants idled in 2026 are served by truck from nearby refineries. Inferred: that sulfur was worth several times more in 2026 than when the filing was written. Not shown: buyers, volumes, or whether Chalmette sulfur moves to fertilizer plants or to export.

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

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