Robert Friedland: Strait of Hormuz disruptions drive sulfur price surge impacting military readiness

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Anastasiia Chabaniuk

13.03.2026

Robert Friedland: Strait of Hormuz disruptions drive sulfur price surge impacting military readiness — Sulfur price surge linked to Hormuz

Disruptions in the Strait of Hormuz are fueling a sharp rise in sulfur prices, according to Robert Friedland. Drawing attention to a recent analysis by Morgan Bazilian at the Payne Institute and Modern War Institute, Friedland noted that sulfur prices have surged over 165% year-over-year. The report indicates these price movements are intensifying concerns over military readiness as the supply chain tightens at this critical chokepoint. Market observers remain alert to ongoing geopolitical risks affecting sulfur supply, with global defense and industry players monitoring developments closely.

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The current volatility underscores longstanding concerns about global supply chain vulnerabilities. Similar challenges were highlighted during the Africa sulfur supply risk period, when over 90 percent of Africa’s imports relied on Middle East routes amid Strait of Hormuz tensions. In parallel, shifting industrial demand—such as the dynamics around copper highlighted at the U.S. Capital Access Forum in Singapore—continues to shape strategic responses across markets.

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