Apr. 10 at 4:49 PM
CHINA HAS INDICATED IT WILL HALT EXPORTS OF SULFURIC ACID FROM MAY
This move tightens an already stressed global sulfuric acid market, with knock-on effects likely raising costs in fertilizers, mining, and battery supply chains
Impact on Fertilizer Markets:
Higher acid costs raise production expenses for phosphate fertilizers.
Combined with China’s own phosphate export suspension, this contributes to tighter global fertilizer availability and potentially higher food production costs into 2026 (affecting spring planting seasons in the Northern Hemisphere and beyond).
Developing countries reliant on imported fertilizers could face the biggest strain.
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Mining and Metals Sector:
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Copper mines (especially in Chile, Peru, and Africa using heap-leaching/SX-EW) depend on imported sulfuric acid. Shortages or price spikes could increase operating costs, slow production expansions, or force output cuts.
Ripple effects on copper supply (already under pressure from other factors)
