China signals sulfuric acid export haltsulfuric acid export halt from May amid Middle East war disruptions
China announced plans to halt sulfuric acid exports starting in May 2026 to secure domestic supplies during peak planting season. This decision comes as an Iran-related conflict disrupts sulfur shipments from the Middle East, tightening global supply chains for fertilizers and mining. Countries like Chile, Peru, and Brazil face immediate risks due to heavy reliance on Chinese imports for copper processing and agriculture.
The ban threatens to drive up prices for sulfuric acid, a key input for fertilizer production and metal smelting, exposing vulnerabilities in global commodity markets. Latin America stands to suffer more than the United States, which has stronger domestic production. The move highlights how geopolitical tensions and trade restrictions reshape industrial competitiveness worldwide.
- China produces over 25% of the world's sulfuric acid, making it the top global exporter.
- The Middle East supplies one-third of global sulfur, vital for sulfuric acid production.
- Chile imports over 1 million tons of sulfuric acid yearly, powering one-fifth of its copper output.
US-Iran Ceasefire War
The United States launched military strikes against Iran on June 26, 2026, in response to a drone attack on a commercial cargo ship in the Strait of Hormuz, calling it a "foolish violation" of the 60-day ceasefire agreement signed just days earlier[2][4][14].
26 June, 09:35 PM
US launches strikes against Iran following commercial ship attack26 June, 04:47 PM
Trump calls Iran drone attack on cargo ship a ceasefire violation
