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In-depth industry and market reports — available on request.

If you are active in sulphur, phosphate, potash, fluorspar or a related chemical value chain, and you have the resources to act on the intelligence, we are glad to share our latest version.

WHAT IS IN THE FILE

Four sections, updated quarterly.

Written by the desk that trades the chain, not by a research department selling subscriptions. Reports are shared with counterparties and prospective counterparties.

Supply-demand outlook

China and global balance sheets for sulphur, phosphorus and potash, with 3-5 year price scenarios and the assumptions behind them.

Process & cost maps

Producer cost curves, freight differentials and downstream unit economics by route.

Policy & compliance watch

Export quotas, environmental rules, dual-control energy policy and inspection campaigns — what changed and what it does to the window.

Counterparty & project tracking

Who is building, who is restarting, who is for sale — and which of them can actually perform.

REQUEST ACCESS

Two business days, no sales call.

We check that you are a real counterparty — company registration, domain and a verifiable role in the chain — then send the current edition. No newsletter, no follow-up sequence.

WHAT HAPPENS NEXT

We verify you

Company registration and domain, checked against the role you describe.

You receive the file

Current edition by email, usually within two business days.

Quarterly updates

You stay on the distribution list while you remain active in the chain.

No obligation

Reading a report does not make you a counterparty, and we will not chase you.