有关中国将于五月禁止硫酸出口的报道流传，此举可能加剧全球供应紧张，该化学品对化肥和电池生产至关重要。该紧张局面最初由海湾军事冲突引发，自2月28日军事打击开始，苏伊士霍尔木兹海峡有效封锁。
海湾地区的军事冲突最初引发硫酸供应紧张，苏伊士霍尔木兹海峡自2月28日军事打击开始后，该地区——占全球产量四分之一的区域——的运输基本停滞，价格随之上涨。
随后，报道称中国将从五月起禁止硫酸出口。该国去年占亚洲近1000万吨硫酸出口量的45%，全球出口量的约23%。
据Observatory of Economic Complexity数据平台，去年中国硫酸出口总值达2.9亿美元，主要目的地包括智利、印度尼西亚、沙特阿拉伯、摩洛哥和印度。2024年出口值达3.49亿美元，美国是主要进口国之一。
分析师表示，此举将对全球硫酸供应和价格产生“重大影响”，凸显中国已成为硫酸及其他关键金属和化学品贸易的“关键支柱”。外国企业担心将面临更多中断。
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South Korea will restrict naphtha exports starting Friday due to supply shortages from the Middle East conflict. The measure follows U.S. and Israeli airstrikes on Iran that have effectively closed the Strait of Hormuz. The government plans support including expanded low-interest loans for domestic firms.
In the ongoing Strait of Hormuz crisis, which began over a month ago with US and Israeli strikes on Iran, the strait reopened briefly before closing again this week. Oil prices remain elevated at US$100-105 per barrel, hitting China's transport and manufacturing sectors. Companies are delaying or cancelling orders to shield consumers from higher costs.
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US and Israeli forces struck Iran on February 28, prompting Iran's Islamic Revolutionary Guard Corps to declare the Strait of Hormuz unsafe for commercial passage. Vessel traffic fell by roughly 70% within hours. The closure compounds pressures on fashion supply chains already strained by Red Sea disruptions, tariffs, and rising freight costs.
Beijing-based Citic Securities has compared the US dilemma in the Strait of Hormuz to Britain's 'Suez moment' in the 1950s, suggesting it could mark a turning point for American global supremacy. In a report published on Saturday, analysts said the US is now 'wedged' in the strait, facing a challenge to its control and searching for a way out. The analysis comes amid shipping blockades by the US and Iran in the vital waterway.
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President Donald Trump ordered US and Israeli attacks on Tehran in the early morning of February 28, 2026, prompting an Iranian missile response against Israel. This Middle East conflict endangers global oil supply via the Strait of Hormuz, through which one-fifth of the world's crude passes. In Mexico, which imports gasoline, it could lead to price hikes if the conflict persists.
South Africa faces acute fuel supply disruptions from the Middle East conflict and Strait of Hormuz closure, despite government assurances of no crisis. Local shortages have emerged, while price increases loom for April. Agricultural harvests risk lower yields due to diesel limits.
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US importers have cut orders from Hong Kong firms and shifted to short-term contracts amid a global oil crisis triggered by war in the Middle East. Business leaders warn of eroding profit margins and strained liquidity, urging the government to bolster ties with Central Asia and Asean nations to diversify market risks. Executive Council member Jeffrey Lam Kin-fung said the situation will impact SMEs' cash flow.