Category: Policy & Regulation

While there has been a focus on switching to low carbon hydrogen feeds, many options exist to decarbonise refineries, including energy efficiency, carbon capture and changing to bio-feedstocks.

Members of the lower house in Chile’s Congress have unanimously approved creation of a special investigative commission to examine a series of alleged irregularities at state-owned copper producer Codelco. The issues are: overestimation of production by almost 27,000 t last year; a multimillion-dollar renovation of the company’s headquarters in Santiago; and, maybe, the collapse of a chimney at Potrerillos copper smelter in the Atacama region of northern Chile. The structural failure has forced a production suspension.

Rail, road, ship or pipelines all bring different benefits and risks to long distance transport of ammonia, but the fundamentals of ammonia safety remain a constant.

VK Arora of Kinetics Process Improvements (KPI) compares the delivered-cost competitiveness of blue ammonia from regions including the US Gulf Coast, Western Canada, Atlantic Canada, the Middle East, Indonesia, and Malaysia into Japan, the European Union, and South Korea.

Energy, food, and fertilizer are three faces of the same system, says Alzbeta Klein, CEO of the International Fertilizer Association (IFA).

VK Arora of Kinetics Process Improvements, Inc. (KPI) looks at how – while carbon border taxes may reshape ammonia trade – the economics of hydrogen and electricity will ultimately determine the long-term competitiveness of European production.

A review of papers presented at this year’s Sulphur World Symposium, held by The Sulphur Institute (TSI) in Vancouver, Canada this year from April 28 to 30.

Policy decisions and geopolitical shocks are now the dominant drivers of sulphur and phosphate fertilizer markets, overriding more traditional seasonal fundamentals. The conflict in the Middle East, including the escalation around Iran, has tightened sulphur availability and lifted costs sharply, while China’s export restrictions continue to restrict global phosphate supply.

The Zambian government has introduced a new permit system to manage the export of sulphuric acid, which came into effect on 27 March, 2026, according to an announcement from the Ministry of Commerce, Trade and Industry. The move comes at a time of significant exceptionally high prices and sourcing challenges in the global sulphur market, adding another layer of tightness for regional consumers. The Ministry stated that the measure is designed to correct a "critical market imbalance" and ensure supply for the country's domestic industries. The system aims to safeguard local downstream sectors that rely on the acid, while still ensuring that the needs of the export market are met, it said.

CRU’s Phosphates+Potash Expoconference was held in Paris in mid-April, with the Iran crisis uppermost in everyone’s mind. Margins are under pressure, sulphur has become a strategic constraint, and the phosphates investment pipeline is thin. CRU Principal Consultant Humphrey Knight examined the fallout from the closure of the Strait of Hormuz, noting that fertilizers have been hit harder than most bulk commodities. A large share of exportable sulphur and traded urea normally originates in, or passes through, Gulf producers. The effective closure of the strait has squeezed the traded part of these markets, where international prices are set, and pushed benchmarks up sharply. The global phosphate market is structurally tight, and the combination of Chinese export policy and Middle East logistics has pushed the traded segment into a much more fragile state.