Canada sulfur exports hit records after Hormuz disruption, Anas Alhajji notes

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22.09.2026

Canada sulfur exports hit records after Hormuz disruption, Anas Alhajji notes — Canada sulfur exports surge on Hormuz crisis

Anas Alhajji, managing partner, energy economist, market analyst at Energy Outlook Advisors LLC, highlights that nearly half of global seaborne sulfur trade is being disrupted by the Hormuz crisis.

With this disruption, Canada is emerging as a major beneficiary, as sulfur—produced as a byproduct from oil sands in Alberta—is now playing a key role in global supply. Vancouver's sulfur exports are reaching record levels, prices have more than doubled, and buyers from Morocco to Asia are accelerating their purchases.

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Alhajji has previously tracked major supply disruptions in global energy markets. He noted that global diesel shortages and low inventories pushed U.S. diesel prices to all-time highs. In another report, he detailed how the Federal Reserve capped the long bond at 2.5 percent from 1942 to 1951 to assist Treasury financing during wartime.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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