Sulfur market supply tight, some downstream facing "cut-off supply" transaction price may exceed 10,000 yuan/ton.

Reporters interviewed the industry chain and learned that due to blocked import channels and limited domestic production, the price of sulfur has been soaring. On June 7th, a solid sulfur bidding price in Shandong soared to 9800 yuan/ton, with the actual transaction price likely to exceed 10,000 yuan/ton. This is an increase of more than 2000 yuan/ton from the beginning of the month. In early 2026, the price was only 3850 yuan/ton, and currently, the supply is extremely tight. Industry insiders revealed that the current sulfur inventory in domestic ports is approaching 900,000 tons, compared to around 2 million tons at the same time last year. "Downstream phosphate fertilizer companies have a guaranteed supply of sulfur, so the operating rate of leading companies has remained relatively stable. The operating rate of small and medium-sized enterprises has slightly increased. However, other fine chemical companies that need sulfur are facing the risk of supply disruption. For example, the operating rate of titanium dioxide companies using sulfuric acid process has dropped sharply, causing prices to rise, while the operating rate of titanium dioxide companies using chloride process, which do not need sulfur, is relatively high, and their products are in short supply." Several industry insiders told reporters from Finance Network.