Sulfuric Acid: Five Critical Industries, No Substitute
One chemical. Five critical industries. $4.5T downstream exposure. No substitute.
H₂SO₄
260 Mt/yr produced
#1 industrial chemical
on Earth
FERTILIZER
OCP: 31% global phosphate
30% Q2 curtailment signalled
COPPER
1.5–3 kg acid per kg cathode
Chile: 37% merchant supply at risk
NICKEL / HPAL
8–10 t sulfur per t MHP
1–2 months inventory left
URANIUM ISL
70–80 kg acid per kg U
Kazatomprom: 40% global supply
SEMICONDUCTORS
Piranha etch: UHP acid
standard fab cleaning step
Source: ForcedAlpha Supply Chain Intelligence Graph
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Source:
ForcedAlpha Research
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ForcedAlpha Supply Chain Intelligence Graph —
forcedalpha.com