Tronox and Chemours stand to gain as the global sulfur market tightens further. Per @robert_ivanhoe, Russia has halted exports of Kazakh sulfur through its ports on top of banning its own sulfur exports, and Morocco's state fertilizer producer OCP is cutting production 30% for lack of sulfur or sulfuric acid. x.com 

Chemours' pitch may finally work as several drivers line up for a low-cost producer at a cheap valuation. It shares a refrigerant duopoly with newly public peer SOLS, TiO2 is coming off the bottom, and Iran-related sulphur disruption tightens Chinese competition. PFAS resolution and AI liquid cooling, a call option now near the money, add upside; the price target is $45-50 even without cooling. x.com 

Chemours stands to gain the most from an EPA rollback of PFAS restrictions as part of a secure Western supply chain. Fluoropolymers remain the most effective dielectric fluids and will dominate market share once they are re-approved. x.com 

Mosaic is being crushed by the very fertilizer crisis that lifts fertilizer prices, because the Strait of Hormuz blockade is blowing up its input costs. Phosphate fertilizers need lots of sulfuric acid, and 44% of the world's seaborne sulfur exports pass through Hormuz. With the strait shut, sulfur prices have spiked even harder than fertilizer prices, presumably worldwide. Bank analysts have lowered Mosaic's 2026 EBITDA estimates, and the stock fell 20% in a week to near six-year lows. x.com  … Show more

Chemicals are an obvious, overlooked layer of the AI buildout, and most of the stocks have not moved yet. Entegris is the purity play inside TSMC's Arizona fab, where one contaminant can ruin a $30,000 package. MKS supplies specialty chemicals for advanced packaging, Rogers is an indirect play on optical transceivers and high-speed switches, and Element Solutions is the most direct advanced-packaging play, with organic growth the highest since COVID. Chemours belongs in the group too. x.com  … Show more

Chinese copper smelters should benefit as sulfuric acid prices keep rising, because acid by-product income props up smelting while treatment and refining charges sit near or below zero. Per @DeItaone, China signaled it will halt sulfuric acid exports from May. By profit sensitivity to each 100-yuan rise in acid, Yunnan Copper ranks ahead of Tongling Nonferrous and Jiangxi Copper. Yunnan's risk is low ore self-sufficiency, about 4%, half its peers', if expansion pushes charges more negative. … Show more

Sulfur and nitrogen prices should keep climbing, with one in four US farmers facing a fertilizer shortage this season. Per a post the author replies to, Ecovyst's earnings should soar as the only US-listed pure play on sulfuric acid, and LSB Industries is also a reasonable choice; both are good picks. x.com