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China, the Iran war and the chemical suddenly stoking global supply fears
Food security is one of Beijing’s top policy goals – and that could spell trouble for countries dependent on Chinese sulphuric acid
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China’s reported decision to halt sulphuric acid exports, together with the failure of peace talks between the United States and Iran over the weekend, risks driving prices higher and disrupting global mining and fertiliser supply chains that have few readily available alternatives.
Beijing had indicated it would halt shipments of sulphuric acid from May, according to reports from Acuity Commodities and Bloomberg, though no official announcement has been made. Economists said food security sat atop Beijing’s agenda and that the move would hit some countries especially hard.
“Administrative controls are expected to amount to a de facto suspension of sulphuric acid exports from May 2026,” said Lynn Song, chief economist for Greater China at Dutch investment bank ING, though he added that he had not seen any official notifications from government agencies.
“I’d imagine the intention would be to secure fertiliser supply, which is currently at risk thanks to the blockage of the Strait of Hormuz, which accounts for around a third of seaborne fertiliser trade as well as a lot of global sulphur exports.”
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