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Sulphur Faces Demand Destruction as War Disrupts Supply

Summary by AGBI
Critical to agriculture and tech By-product of oil and gas production Half of annual supply uses Hormuz Sulphur markets could slip into “demand destruction”, experts said, as the Iran war disrupts a strategic commodity critical to industries from fertilisers to semiconductors. A little-known by-product of oil and gas, sulphur has emerged as a bottleneck in global supply chains as the Iran war squeezes an already tight market. While the majority …

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The entire supply chain of chips depends on the import of energy and chemical products from the Middle East

·Brazil
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More than 40 energy plants have been hit during the Gulf War. The consequences are dramatic, because it's not just oil and gas. Four graphics show the significance of an element.

·Frankfurt, Germany
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10:44 The protracted war in Iran is also making the tech industry extremely nervous. In the midst of the AI race, it is particularly dependent on chips, but sees its supply chains threatened.

·Belgium
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Frankfurter Allgemeine broke the news in Frankfurt, Germany on Tuesday, March 24, 2026.
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