Join us at the 2025 Sulphur + Sulphuric Acid Expoconference in The Woodlands, Texas, 3-5November, for a truly global gathering of the sulphur and sulphuric acid community, where leading market and technology experts and producers will gather to connect, share knowledge, exchange ideas and learn about market trends and the latest developments in operations, technology, processes and equipment.
Almost one third of sulphuric acid production, and a much greater share of globally traded acid, comes from smelting of base metal sulphides and the recovery of SO2 from flue gases. Smelter acid production continues to increase, particularly from copper, creating an imbalance in the sulphuric acid market.
Lyten, a global leader in lithium-sulphur batteries has entered into a binding agreement to acquire Northvolt’s assets in Sweden and Germany. The acquisition includes Northvolt Ett and, Northvolt Labs in Sweden and Northvolt Drei in Germany. Additionally, Lyten is acquiring all remaining Northvolt intellectual property. The financial terms of the agreement were not disclosed. In total, Lyten’s acquisition includes assets valued at approximately $5 billion, including 16 GWh of existing battery manufacturing capacity, more than 15 GWh of capacity under construction, the infrastructure and plans to scale to more than 100 GWh, and the largest and most advanced battery R&D centre in Europe.
ADNOC Gas PLC has reported $1.39 billion in net income for 2Q 2025, up 16% year on year and a quarterly record for the company. Last year, the gas processing and sales arm of Abu Dhabi National Oil Co. logged its highest annual net earnings - $5 billion - due to rising natural gas demand in the United Arab Emirates. In particular, revenue from ADNOC Gas’s sulphur sales more than doubled to $96 million from $43 million.
YPF says that its modernisation of the Luján de Cuyo refinery has taken a step forward with the installation of a hydrodesulphurisation reactor, designed to remove sulphur compounds from diesel fuel by means of a catalytic process using hydrogen. The installation forms part of the refinery’s New Fuel Specifications (NEC) project, intended to produce of fuels with a lower environmental impact. The new reactor was built in Mendoza by IMPSA. With a length of 38 meters and a weight of 456 tons, it was moved from Godoy Cruz to the YPF plant in a logistic operation that involved Vialidad Nacional, Mendoza Police and local authorities. It will now be integrated into the HDS II unit, designed to reduce sulphur content in diesel to 10 parts per million, in line with current environmental requirements. The NEC plan includes new process units, such as H2 II and SE33, the adaptation of existing facilities and the improvement of auxiliary services. The project, already 85% complete, will allow all the diesel oil produced in Luján de Cuyo to comply with the highest emission requirements.
Saudi Aramco has signed an $11 billion lease and leaseback deal involving its Jafurah gas processing facilities with a consortium of international investors, led by funds managed by Global Infrastructure Partners (GIP), a part of BlackRock.
• The global sulphur market is forecast to enter a downward trend as supply from Saudi Arabia normalises following the summer months, while demand decreases alongside demand for phosphate fertilizers. The price is expected to fall towards the end of the year, with a low of around $220/t by May 2026.
The global sulphur market registered price increases during August as a result of demand in Asia and North Africa, while supply has tightened due to limited supply from the FSU and Saudi Arabia, as well as logistical constraints in both Iranian ports and railway capacity to Black Sea ports.
Sulphur output in North America continues to decline due to refinery closures and conversions at the same time that acid demand is increasing for metals processing projects.
This issue of Sulphur magazine contains a preview of CRU’s Sulphur + Sulphuric Acid conference in Woodlands, Texas, which is being held from November 3rd to 5th this year, giving delegates the opportunity to meet and discuss some of the trends which are continuing to change the sulphur and sulphuric acid industries. Some of this is echoed in our editorial coverage this issue; the rise of electric vehicles and the continuing electrification of society is changing demand for metals and impacting upon both sulphur and sulphuric acid markets alike. As CRU’s principal analyst Peter Harrison discusses on pages 36-37, battery demand for nickel is leading to a surge in new nickel leaching capacity in Indonesia which is drawing in greatly increased volumes of sulphur, while rising demand for copper is leading to additional volumes of smelter acid from China, India and Indonesia which are impacting the merchant market for acid, as detailed by CRU’s Viviana Alvorado on pages 38-40. In the United States, new lithium mines will require additional sulphur (see pages 22-23). Rare earths and battery metal recovery will form a major topic on the first day of the Sulphur + Sulphuric Acid conference, with speakers from Lithium Americas, one of the pioneers of the new US lithium industry.