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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 upside potential.
Matthew DeYoe, research analyst at BofA Securities, covering all things ag, materials, and chemicals, wrote in...
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Mar 7, 2026 / Eric Margolis
The Trump-Netanyahu Iran Crusade
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Rubio Heads To Gulf Capitals As Washington Races To Lock In Iran Deal
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US Secretary of State Marco Rubio is scheduled to visit Bahrain, Kuwait, and the United Arab Emirates this week, set for June 23–25, following the weekend breakthrough Switzerland-based negotiations with Iran, Department of State Spokesperson Tommy Pigott announced Monday.
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