Acuity Podcast

Acuity Commodities

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.

Episodes

  1. Acuity Podcast: Episode 5

    12/12/2025

    Acuity Podcast: Episode 5

    In this episode recorded on December 1, 2025, Fiona and Freda discuss notable developments in the sulphur and sulphuric acid markets this year, and what is on the horizon for 2026.

    14 min
  2. Episode 4

    27/10/2025

    Episode 4

    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't Indonesians just buy more acid? Why doesnt every player in the world switch to acid that is cheaper than sulphur? 3) The DRC introduces cobalt export quotes on October 16, and Zambia imposed a short acid export ban in September. Do these matter to global sulphuric acid market participants?

    11 min
  3. Episode 3

    29/09/2025

    Episode 3

    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 in the US amid new demand on the horizon.

    27 min
  4. Episode 2

    24/07/2025

    Episode 2

    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 landscape, fertilizer markets, and how this effects sulphur, sulphuric acid, and other commodities within Acuity Commodities’ coverage.

    28 min
  5. Episode 1

    19/06/2025

    Episode 1

    Introducing "Acuity Podcast: Episode 1", 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. This episode was recorded on June 10, 2025.

    28 min
  • 5 Episodes

About

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.

Information

  • Creator
    Acuity Commodities
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2025 Acuity Podcast
  • Show Website
    Acuity Podcast