ORGANISATION · GB · NAICS 325130 Synthetic dye and pigment manufacturing
Tronox Holdings plc
www.tronox.com · 1 documented exposure in the atlas.
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
“approximately $15-20 million of higher than expected input costs, primarily from natural gas, sulfur, and sulfuric acid” — source, 2026-11-13
The third-quarter release counts sulfur and sulfuric acid among the inputs that cut its outlook by 15 to 20 million USD. It shows a buyer outside fertilizer paying the same sulfur price. Inferred: its plants compete with phosphate producers for sulfur and acid; the release does not say where it buys or how much comes from the United States.
Series concerned: us-sulfur-export-unit-value-usd-t · read the edition →
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