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Sulphuric Acid Export Ban to Lower Prices, Shift Copper Output

4/15/2026

36 8 Full Breakdown

Summary

Story summary

The ban on sulphuric acid exports, effective May 2026, is expected to reduce copper-smelter output as byproduct prices fall.
Analysts say the ban will raise domestic supply of sulphuric acid and push prices lower.
Copper smelters posted a 9% output increase in early 2026, but they may adjust production plans to manage inventories.
Exports fell 50% in early 2026 as battery-sector demand rose, while China remained the largest global supplier.

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Story summary

The ban on sulphuric acid exports, effective May 2026, is expected to reduce copper-smelter output as byproduct prices fall.
Analysts say the ban will raise domestic supply of sulphuric acid and push prices lower.
Copper smelters posted a 9% output increase in early 2026, but they may adjust production plans to manage inventories.
Exports fell 50% in early 2026 as battery-sector demand rose, while China remained the largest global supplier.