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Shanghai Metals Market

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Shifts in the Sulfur Market: US-Iran Conflict and the Reshaping of Metal Smelting Costs
Aug 26, 2026 16:00
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SMM Webinar | Shifts in the Sulfur Market: US-Iran Conflict and the Reshaping of Metal Smelting Costs

Join the upcoming SMM Webinar for an in-depth discussion on the latest sulfur market developments, examining how the US-Iran conflict, supply chain risks, and changing regional demand are reshaping sulfur prices and metal smelting costs.

🎙️ Featured Speakers
🔹 Mirror Lin —Sulfur & Sulfuric Acid Analyst, SMM
Sharing insights into global sulfur and sulfuric acid markets, supply chains, smelting demand, and key regional market developments.

🔹 Alyssa Huang — Overseas Account Manager, SMM
Providing perspectives on downstream market monitoring, SMM sulfur market intelligence, and price benchmarking.

This webinar will explore whether recent sulfur market volatility represents a temporary geopolitical shock or a structural shift, while assessing the implications for sulfur supply, regional smelting demand, logistics, and costs.

Key Webinar Highlights: 

1. Geopolitical Shock Analysis
Is the US–Iran conflict driving only a temporary sulfur price spike, or signaling a deeper structural shift in the market?

2. Supply Chain & Logistics Risks
Explore short-, medium-, and long-term sulfur price and supply scenarios under the risk of a re-blockaded Strait of Hormuz.

3. Regional Demand Profiles
Track sulfur and sulfuric acid consumption across China’s major metal smelting sector and Indonesia’s rapidly expanding hydrometallurgy hubs.

Join us for expert market insights, regional analysis, and a live Q&A.

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Présenté par
Mirror Lin avatar
Mirror Lin
Nickel Intermediate Product and Sulfur Analyst
Currently an analyst for the nickel intermediate product and sulfur sector at SMM, with a long-term focus on market research and data analysis for nickel smelting intermediate products (MHP, high-grade nickel matte) and key auxiliary material (sulfur). Closely tracked the capacity release pace and cost structure changes of major nickel intermediate product projects in Indonesia, China, and globally, with unique insights into niche areas.
Currently an analyst for the nickel intermediate product and sulfur sector at SMM, with a long-term focus on market research and data analysis for nickel smelting intermediate products (MHP, high-grade nickel matte) and key auxiliary material (sulfur). Closely tracked the capacity release pace and cost structure changes of major nickel intermediate product projects in Indonesia, China, and globally, with unique insights into niche areas.
Alyssa Huang avatar
Alyssa Huang
Overseas Account Manager
Responsible for client relations and commercial cooperation across nickel and stainless steel supply chains. Maintains close ties with global producers and traders of nickel ore, MHP, NPI, and stainless steel, focusing on HPAL cost analysis and MHP supply chain dynamics. Excels at matching upstream and downstream demands to provide tailored market intelligence, pricing benchmarks, and risk management solutions based on SMM fundamentals and price indices.
Responsible for client relations and commercial cooperation across nickel and stainless steel supply chains. Maintains close ties with global producers and traders of nickel ore, MHP, NPI, and stainless steel, focusing on HPAL cost analysis and MHP supply chain dynamics. Excels at matching upstream and downstream demands to provide tailored market intelligence, pricing benchmarks, and risk management solutions based on SMM fundamentals and price indices.
Si vous avez des questions au sujet de ce webinaire, n'hésitez pas à nous contacter.