Energy and commodity podcasts
Strait of Hormuz: How Sulphur is Impacting the Copperbelt
Conflict in the Middle East has severely disrupted sulphur flows through the Strait of Hormuz, a corridor that normally carries nearly half of global sulphur exports.
With Southern Africa sourcing over 90pc of its sulphur from the region, the Copperbelt’s copper and cobalt producers are facing halted shipments, refinery shutdowns, and rapidly rising costs.
In this episode, noble alloys reporter Roxana Lazar is joined by sulphur and sulphuric acid reporter Fenella Rhodes; senior copper reporter Raghav Jain; and battery materials reporter Chris Welch.
The panel explore how these supply-chain shocks are shaping production in the DRC and Zambia, and how far the consequences could spread across global metals markets.
Topics covered:
- The collapse in Middle East sulphur deliveries and its impact on leaching
- Tightened global sulphur supply including the stalled gulf cargoes
- The impact on cobalt exports, slowed by quota delays and shipping disruption
- Whether the conflict is a temporary bottleneck or a structural vulnerability for the Copperbelt
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