Matthew Bird, Cameron Perks, Albert Mackenzie, Christophe Moulin, Roman Aubry - Benchmark

Supply disruptions in sulphur markets, driven by the Iran conflict and the closure of the Strait of Hormuz, are tightening availability of sulphuric acid, a critical input across copper and battery metal supply chains. This Webinar examines how this emerging bottleneck is reshaping production and costs across copper, cobalt, nickel, and lithium - impacting both upstream supply and downstream processing. Our analysts explore: How constrained sulphuric acid supply is creating a new chokepoint in global metals markets. How acid shortages could simultaneously disrupt copper output and cobalt production in the DRC, alongside processing routes for nickel and lithium. What the combined impact of ongoing geopolitical disruption and potential export controls means for pricing, project viability, and supply security.