China's Sulphuric Acid Export Suspension Amid Geopolitical Tensions

China is expected to suspend sulphuric acid exports starting May 2026 due to food security concerns linked to the ongoing conflict in the Strait of Hormuz. This region is crucial for global fertiliser trade, which heavily relies on sulphuric acid. The administrative controls are anticipated to significantly impact countries dependent on Chinese sulphuric acid, as China was the largest exporter in 2025, valued at $290 million. The intention behind the suspension is to secure domestic fertiliser supplies amid geopolitical instability. This development follows a history of export restrictions that began in 2022, which were periodically eased and reimposed. The situation is fluid, with no official notifications yet from Chinese authorities regarding the suspension. The broader implications of this move could affect global supply chains and food security.

Key Points: • China plans to suspend sulphuric acid exports from May 2026 to ensure domestic food security. • The Strait of Hormuz blockage threatens global fertiliser trade, impacting sulphuric acid supply. • China was the world's largest sulphuric acid exporter in 2025, valued at $290 million.