Bank of America Warns of 'Runaway Price Risk' in Spot Sulfur Amid Supply Chain Freeze

BofA Sees "Runaway Price Risk" In Spot Sulfur As Global Supply Chain Freezes

BofA Sees "Runaway Price Risk" In Spot Sulfur As Global Supply Chain Freezes Sulfur is a critical industrial input produced as a byproduct of oil refining and natural gas processing. With roughly half of the world's seaborne sulfur trade trapped behind the Hormuz maritime chokepoint, another 15% stuck in Kazakhstan due to export-logistics blockades, and demand destruction still insufficient across global markets, Bank of America analysts warn that spot sulfur prices have further...

By Tyler Durden