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Acuity Podcast

Acuity Podcast

Written by: Acuity Commodities
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About this listen

 Introducing the "Acuity Podcast", 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.© 2025 Acuity Podcast Economics
Episodes
  • Acuity Podcast: Episode 5

    Acuity Podcast: Episode 5
    Dec 12 2025

    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.

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    14 mins
  • Episode 4

    Episode 4
    Oct 27 2025

    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 every player in the world switch to acid that is cheaper than sulphur?

    3) The DRC introduces cobalt export quotes on October 16, and Zambia imposed a short acid export ban in September. Do these matter to global sulphuric acid market participants?


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    11 mins
  • Episode 3

    Episode 3
    Sep 29 2025

    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.
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    27 mins
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