# Fertilizer CEO Warns Sulfur Shortage Could Stretch Into 2027 | American Ag Network

> Itafos CEO David Delaney says the sulfur shortage is worsening and could last into 2027. He states roughly 45% of globally traded sulfur is stuck behind the Strait of Hormuz, pushing delivered sulfur to $1,000-1,200 per ton. He also flagged possible Houthi blockade of Bab-el-Mandeb.

- Date: 2026-07-28 · published 2026-07-28T12:00:00.000Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/18677-fertilizer-ceo-warns-sulfur-shortage-could-stretch-into-2027-american-ag-network
- Commodities: [Phosphate Rock](https://feedsoft.ai/c/PHOSROCK.md), [TSP](https://feedsoft.ai/c/TSP.md), [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

Sulfur costs near $1,000+ per ton make phosphate production largely uneconomic, which tightens DAP and MAP supply and supports higher phosphate prices into the coming seasons.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲
- PHOSROCK: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| DAP | 2026-07-30 | 1 | +2.0% | 3.0 | Worsening sulfur shortage with about 45% of traded sulfur stuck behind Hormuz and delivered prices of $1,000-1,200/t raises phosphate production costs and constrains DAP supply, supporting a price jump. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2026-04-30 | [World Bank Warns Fertilizer Prices Could Rise More Than 30% in 2026 - Ecofin Agency](https://feedsoft.ai/events/7256-world-bank-warns-fertilizer-prices-could-rise-more-than-30-in-2026-ecofin-agency.md) | +4.8% | +7.3% |
| DAP | 2025-06-03 | [Can New Sanctions Spark a Fertilizer Price Shock?](https://feedsoft.ai/events/4336-can-new-sanctions-spark-a-fertilizer-price-shock.md) | +0.7% | +3.8% |
| 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 | 2021-02-04 | [China gas shortage could be causing a shortage of fertiliser for farmers, pushing prices higher - ABC News](https://feedsoft.ai/events/48946-china-gas-shortage-could-be-causing-a-shortage-of-fertiliser-for-farmers.md) | -1.2% | -3.8% |
| DAP | 2026-09-29 | [Fertilizer concerns strengthen \| Hay and Forage Magazine](https://feedsoft.ai/events/17800-fertilizer-concerns-strengthen-hay-and-forage-magazine.md) | 0.0% | 0.0% |

## Sources

- americanagnetwork.com: https://www.americanagnetwork.com/2026/07/28/fertilizer-ceo-warns-sulfur-shortage-could-stretch-into-2027/

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