中国据报将于五月禁止硫酸出口

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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Dramatic photo-realistic image of U.S. warships blockading Iranian oil tankers in the Strait of Hormuz as Iran's oil storage tanks overflow.
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U.S. Blockade Squeezes Iran’s Oil Exports as Storage Fills and Shutdown Risks Grow

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Iran’s ability to sell crude has come under mounting pressure since the United States began enforcing a naval blockade aimed at Iranian shipping in mid-April 2026, prompting warnings that storage could fill within weeks and that forced production cuts could damage older oil fields. Tehran has tied broader talks with Washington to changes in maritime restrictions as the standoff over the Strait of Hormuz drags on.

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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What began as escalating tensions in the Strait of Hormuz in mid-March 2026 has evolved into a full-scale war between the United States, Israel, and Iran, with the strait blockaded since early March. This vital chokepoint for 20% of global oil and natural gas shipments has ignited the most severe energy crisis in modern history, causing critical fuel shortages in 25 countries.

Global oil prices are poised for their strongest monthly gain on record, with Brent crude nearing a 60% March surge due to the Iran war. US President Donald Trump indicated he is considering an exit from the conflict despite ongoing disruptions in the Strait of Hormuz. Tanker attacks continue to choke supplies.

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Three weeks after Iran's Strait of Hormuz blockade began, oil prices surged another 8% above $100 a barrel as US-Iran peace talks collapsed and the US Navy imposed its own blockade to curb Iranian exports. The escalation heightens global supply fears, with President Trump warning of sustained high fuel prices through November's midterm elections.

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