China will stop sulfuric acid exports starting in May

China has implemented a significant reduction in sulphuric acid exports, with the National Development and Reform Commission (NDRC) imposing a quota of 700,000 tonnes for the January-April 2026 period. This marks a sharp decline from the 1.3 million tonnes exported during the same period in 2025, and contrasts with the record 1.8 million tonnes exported in January-May 2025. The quota is expected to affect smelter-based acid producers, while sulphur-burned and ore-based producers remain exempt for now.

The move has raised concerns among traders about the availability of spot exports, with some speculating that Beijing could further tighten restrictions. The reduction is likely to increase global sulphuric acid prices, as China’s exports have historically played a key role in balancing supply in international markets. Major importers such as Chile, Indonesia, and Saudi Arabia may need to seek alternative sources, potentially turning to Europe or other Asian suppliers.

The NDRC’s policy appears to prioritize domestic supply and the phosphate fertilizer industry, particularly ahead of China’s winter reserve program. While the quota system is still being tested, it introduces uncertainty for traders and producers, who must now factor in the risk of regulatory changes when arranging shipments.