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Acuity Commodities Podcasts

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Acuity Podcast

Acuity Commodities

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Introducing the "Acuity Podcast", a podcast covering current developments in the North American commodity markets Acuity covers, and what could lie ahead, hosted by Fiona Boyd and Justin Mize.
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In this episode recorded on October 20, 2025, Freda answers commonly asked questions from the last month about the sulphur and sulphuric acid markets. Questions include: 1) Sulphur prices are breaching $400/t CFR. What is driving this sulphur price rally? 2) You said sulphuric acid prices are cheaper at just over $100/t CFR in Indonesia. So why don…
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In this episode, Fiona is joined by Robert Boyd and Mark Whittemore to explore the evolution of the sulphur market from the 1980s to the present day. They discuss the shift from on-purpose Frasch mining to predominantly recovered sulphur production. The conversation also delves into current and emerging challenges, including ongoing supply losses i…
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In this episode recorded on July 17, 2025, Fiona and Justin share their findings from recent travels to industry conferences. This includes insights from Fastmarkets’ 17th Lithium Supply and Battery Raw Materials Conference and the 99th Annual Southwestern Fertilizer Conference. Talking points focus on global dynamics in the battery materials lands…
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