**China just banned sulfuric acid exports. May 1.** ☠️
Most people have never heard of it.
It runs the entire world. ⚡
Fertilizers. Copper. EV batteries.
Semiconductors. Oil refining. Pharmaceuticals. 💣
**One chemical. Every critical industry.**
Remember when China restricted silver?
Price went from $30 to $83.
In 3 months.
Before the ban even started. 🎯
Sulfuric acid is 10x more critical than silver.
Here's how bad it already is —
Sulfur prices: $101 → $600 per ton. 🌍
Sulfuric acid: up 200% since war started.
Up 500% in 2 years. ☠️
Middle East supplies 44% of global sulfur.
Hormuz blocked that. 💣
China supplies the rest.
**May 1 — China steps out too.**
The cascading damage —
🔴 20% of global copper at risk
🔴 45% of DRC copper output exposed
🔴 50% of uranium production affected
🔴 30% of nickel production at risk
🔴 Chile loses 1M tonnes of Chinese acid
**But the biggest risk is food.** 🎯
60-70% of sulfuric acid goes into fertilizers.
China already restricted phosphate exports.
Now restricting the acid to make fertilizers.
Phosphate exports dropping from
5.4M tonnes to 1M tonnes. 📉
Urea prices already up 25%.
New production capacity?
2-3 years to build.
No alternative suppliers at scale.
Middle East disrupted. ✅
China restricted. ✅
Demand unchanged. ✅
**This isn't a commodity story.
This is a food security story.** 🌍
Last time China did this —
market moved 150% before ban took effect.
May 1 is 3 weeks away. 👇
#China #SulfuricAcid
#Commodities #Food #Copper #Fertilizer
#Macro #breakingnews #Geopolitics #SupplyChain