geopolitics · 11 Mar 2026
What Happened
The Hormuz closure isn't just an oil crisis. A sulphur supply famine is now threatening fertilisers, copper, nickel, and the world's most advanced microchips.
Key Takeaways
Gulf = 44% of global sulphur output
Urea up 26–35% in one week
LME copper surged past $13,000/t
📈 Market Impact
Swift Hormuz reopening halts sulphur price spiral before industrial output cuts hit.
Background
Prolonged closure forces nickel, copper, and chip fab cuts, triggering stagflation.
Source & Tags
Reported by
Finnotia Research
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