Acuity Podcast

In this episode recorded on May 1, 2026, UK Director Freda Gordon discusses the impact of the Strait of Hormuz closure on the sulphur and sulphuric acid markets.  Topics discussed include alternatives to sulphur, sulphur availability in various countries, food security, sulphur export restrictions, and impacts on fertilizer producers, nickel producers, and grain exporters.

In this episode recorded on March 13, 2026, US Director Fiona Boyd and Senior Market Analyst Justin Mize cover major developments shaping the sulphur and sulphuric acid markets, with a focus on the Middle East conflict

In this episode recorded on December 1, 2025, Fiona and Freda discuss notable developments in the sulphur and sulphuric acid markets this year, and what is on the horizon for 2026. 

In this episode recorded on October 20, 2025, Freda answers commonly asked questions from the last month about the sulphur and sulphuric acid markets. Questions include: 1) Sulphur prices are breaching $400/t CFR. What is driving this sulphur price rally? 2) You said sulphuric acid prices are cheaper at just over $100/t CFR in Indonesia. So why don't Indonesians just buy more acid? Why doesnt...

In this episode, Fiona is joined by Robert Boyd and Mark Whittemore to explore the evolution of the sulphur market from the 1980s to the present day. They discuss the shift from on-purpose Frasch mining to predominantly recovered sulphur production. The conversation also delves into current and emerging challenges, including ongoing supply losses in the US amid new demand on the horizon.

In this episode recorded on July 17, 2025, Fiona and Justin share their findings from recent travels to industry conferences. This includes insights from Fastmarkets’ 17th Lithium Supply and Battery Raw Materials Conference and the 99th Annual Southwestern Fertilizer Conference. Talking points focus on global dynamics in the battery materials landscape, fertilizer markets, and how this effects sul...

Introducing "Acuity Podcast: Episode 1", a podcast covering current developments in the North American commodity markets Acuity covers, and what could lie ahead, hosted by Fiona Boyd and Justin Mize. This episode was recorded on June 10, 2025.