India Weighs Sulphur Export Limits as Supplies Tighten

India is weighing restrictions on sulphur exports as domestic and global supplies tighten, according to sources familiar with the matter. The country currently ships approximately 800,000 tons of sulphur annually, with more than 90% directed to China, making any Indian policy shift immediately consequential for Chinese buyers and downstream industrial users. Sulphur is a critical input in fertilizer production, particularly phosphoric acid and superphosphates, meaning supply constraints ripple directly into agricultural input costs. A reduction or cap on Indian exports would force Chinese importers to seek alternative suppliers, options that are geographically distant or structurally less reliable, likely pushing spot prices higher. The market will be watching for any formal government notification or trade directive from New Delhi, as well as Chinese procurement responses and whether Middle Eastern or Canadian sulphur producers step in to fill the gap.