# Sulfur shortage threatens global phosphate supply as Hormuz blockade and Russia ban cut 2 of 3 top sources - Fertilizer Daily

> The Fertilizer Institute warned of an emerging sulfur shortage after the Strait of Hormuz blockade removed most commercial sulfur flows. Russia extended its sulfur export ban through end-2026, removing two of the three largest sulfur sources. Four Mosaic plants have already cut output, and DAP in Illinois reached $912.22/t.

- Date: 2026-08-18 · published 2026-08-18T12:00:00.000Z
- Category: geopolitics · region Global · magnitude high
- Page: https://feedsoft.ai/events/18198-sulfur-shortage-threatens-global-phosphate-supply-as-hormuz-blockade-and-russia
- Commodities: [Phosphate Rock](https://feedsoft.ai/c/PHOSROCK.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Losing two of the three top sulfur suppliers tightens sulfuric acid supply for phosphate producers worldwide, supporting higher DAP prices into the fall application and Indian import seasons.

## Read by commodity

- DAP: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2026-09-06 | [Sulfur tops $1,000/t as Hormuz and Russia cuts reshape phosphate fertilizer economics — Fertilizer Daily](https://feedsoft.ai/events/17779-sulfur-tops-1-000-t-as-hormuz-and-russia-cuts-reshape-phosphate-fertilizer.md) | +0.9% | +1.3% |
| DAP | 2026-05-28 | [OCP warns Hormuz disruption has evolved into global fertilizer supply shock — Fertilizer Daily](https://feedsoft.ai/events/19589-ocp-warns-hormuz-disruption-has-evolved-into-global-fertilizer-supply-shock.md) | +1.6% | +1.0% |
| DAP | 2023-03-15 | [Fertilizer shortage and price concerns create golden opportunity for smarter phosphorus use](https://feedsoft.ai/events/37187-fertilizer-shortage-and-price-concerns-create-golden-opportunity-for-smarter.md) | +1.7% | +4.2% |
| DAP | 2026-04-07 | [SunSirs: Global Fertilizer Prices Soar, While China Maintains Ample Supply and Remains a Price Haven - ChemNet](https://feedsoft.ai/events/9778-sunsirs-global-fertilizer-prices-soar-while-china-maintains-ample-supply-and.md) | +0.7% | +5.9% |
| DAP | 2026-08-26 | [Sulfur Shortage Is Forcing Phosphate Production Cuts \| E+E Leader](https://feedsoft.ai/events/18205-sulfur-shortage-is-forcing-phosphate-production-cuts-e-e-leader.md) | -0.6% | +0.9% |

## Sources

- fertilizerdaily.com: https://www.fertilizerdaily.com/20260818-sulfur-shortage-phosphate-supply-afi-hormuz-warning/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.