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Tag: Demand

Is sulphur nutrient supply meeting crop demand?

Sulphur plays an important role in crop nutrition. Indeed, sulphur is increasingly being recognised as the fourth major crop nutrient alongside N, P and K. However, a combination of intensive agricultural practices, increasing application of high-analysis fertilizers and tighter air quality regulations has led to increasing sulphur deficiency in soils. In this insight article, CRU’s Peter Harrisson looks at what’s driving sulphur deficiency and whether there’s a gap in the market for sulphur fertilizers.

Is sulphur nutrient supply meeting crop demand?

Sulphur plays an important role in crop nutrition. Indeed, sulphur is increasingly being recognised as the fourth major crop nutrient alongside N, P and K. However, a combination of intensive agricultural practices, increasing application of high-analysis fertilizers and tighter air quality regulations has led to increasing sulphur deficiency in soils. In this insight article, CRU’s Peter Harrisson looks at what’s driving sulphur deficiency and whether there’s a gap in the market for sulphur fertilizers.

The shipping race

While there has been a lot of talk about decarbonising ammonia and methanol production, for as long as blue and green production is more expensive than conventional production, uptake will be dependent upon markets which are prepared to pay a premium for such chemicals, perhaps because they have no other reasonable choice, given environmental mandates. One sector above all has dominated the prospects for medium term demand for low carbon ammonia and methanol alike, and that is shipping.

Revolution in speciality phosphates

The phosphate industry, the dominant consumer of sulphuric acid worldwide, has grown to its present size on the back of fertilizer consumption. And while this has seen considerable growth over the past decades, especially in countries like China, India and Brazil, it has generally been fairly steady and – subject to the annual vagaries of weather and the commodity cycle – relatively predictable. However, the world economy is now in the throes of a major transformation towards less carbon intensive generation and use of energy, and that is disrupting many markets, including that for phosphates.