justinqi@bequeenchemical.com
English 
Blockade of shipping in the Strait of Hormuz, causing the supply of over 30% of the world's sulfur to be cut off. This has led to a significant increase in the price of sulfuric acid, a key raw material for the production of anhydrous hydrogen fluoride. The producers of anhydrous hydrogen fluoride in Japan and South Korea were forced to turn to China for the purchase of anhydrous hydrogen fluoride. The dual driving forces of HBM and advanced manufacturing processes (2nm/3nm) have led to a significant increase in the demand for anhydrous hydrogen fluoride and electronic-grade hydrofluoric acid. The mid-term period of high prosperity for electronic-grade hydrofluoric acid has arrived.
Analysis of the Global Sulfur Supply Chain Crisis and Future Trends. Supply-side: Passive production, gas fields are more crucial than refineries. Extreme Prices and Supply Crisis. Supply Chain Crisis: Critical Routes Disrupted and Export Controls. Competition for Demand: New Energy Is Eating Up Fertilizer's "Rations". Trade Flow Reconfiguration: Regional Price Disparities and Supply Interruptions. It is difficult to resolve in the short term, and high prices have become the norm. It's easy to rise but hard to fall, but there will no longer be a super cycle. The sharp increase in global sulfur prices is causing a domino effect, profoundly reshaping the global semiconductor material supply chain and bargaining power.
The global supply chain pattern and bargaining power of semiconductor materials. The main switch: How does sulfur influence the overall cost of the fluorine chemical industry? Analysis by variety: The profit scissors difference determines the trend direction. This sulfur crisis is like a stress test, clearly revealing the core contradictions among the four materials (electronic-grade hydrofluoric acid, sulfur hexafluoride, carbon tetrafluoride, and nitrogen trifluoride)
The ceasefire memorandum between the United States and Iran has an impact on the trends of the Strait of Hormuz, global sulfur and hydrofluoric acid. The Strait of Hormuz: From "legal lifting of restrictions" to "resumption of commercial navigation", the road is long and arduous. Global sulfur Prices: From "Sharp Drop" to "High-level Fluctuation". Summary and Outlook of the US-Iran Ceasefire Memorandum
The supply disruption of 3M's high-end electronic fluorinated products has opened up a gap in substitution. China's fluorite mineral resources have locked the upstream supply chain. The current situation of global fluorine chemicals industry is a major supply chain reshuffle driven by environmental protection regulations.
