Tag: CRU

Peter Harrisson , Principal, Sulphur & Sulphuric Acid Market Services, provides an overview of the global sulphur market.

We speak to Justin Rackleff, CRU’s Americas Lead, Fertilizer Value Chain, about the US market state-of-play ahead of this year's Southwestern Fertilizer Conference.

Securing the fertilizer lifeline was the theme of this week's IFA Annual Fertilizer Conference in Monaco.

The 34th IFA Annual Conference in Monaco is a natural place to talk about nitrogen – not just as a commodity, but as a system shaped by technology, policy and geopolitics.

We are closing this survey shortly, so here is your chance to make a difference.

CRU used its presence at the Arab Fertilizer Association’s 32nd Annual International Fertilizer Conference & Exhibition in Cairo to frame two of the meeting’s core debates: the “regulatory tsunami” around CBAM and the evolving economics of global potash supply.

We report on selected keynote and commercial presentations from CRU’s 2026 Phosphates+Potash Expoconference.

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.

Copper smelters are under fresh pressure as treatment and refining charges (TC/RCs) fall amid tighter concentrate supply and rising smelter capacity, while record sulphuric acid values reshape smelter revenues.

CRU’s "Energy Shock: Impact on commodity value chains" briefing in London on 14 May is essential for fertiliser, sulphur, nitrogen and syngas professionals seeking practical tools to manage rising cost and supply risk.