No Sulfuric Acid = NO Silver & Copper? 😱⚡

September 20, 2026

AI Summary

5 min read

When a listener named Joe S. shared a chart about sulfuric acid in the episode's chat, the hosts of MEMES stopped to walk through a supply-chain chain reaction that could pinch global silver output. The central argument is straightforward: sulfuric acid is a non-negotiable input for refining copper and zinc, and roughly 57% of mined silver comes as a byproduct of those two metals. If geopolitical disruptions cut the supply of sulfuric acid, the refining of copper and zinc slows, and silver production gets dragged down with it—not because of anything specific to silver mining, but because silver is almost never the main event.

The sulfuric acid bottleneck

Sulfuric acid is the workhorse chemical of base-metal refining. It is used to leach metals from ore and to process concentrates into pure metal. The episode points to three compounding disruptions that have tightened global supply since early 2024. First, since February 28, instability around the Strait of Hormuz has affected a region that handles roughly 50% of global seaborne sulfur exports—sulfur being the key feedstock for making sulfuric acid. Second, China effectively halted sulfuric acid exports in May, removing the world's largest seaborne exporter from the market. Third, Russia announced restrictions on sulfuric acid exports starting in September 2024 through the end of the year.

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What you'll learn

1 (01:00) **Sulfuric Acid Shortage Threatens Silver and Copper Production** - The host introduces a listener-submitted analysis linking disrupted sulfuric acid supply chains to potential slowdowns in base-metal refining and, consequently, silver output.
2 (02:46) **Football Season Ad Break** - A brief interruption for an Uber Eats commercial promoting game-day delivery.
3 (03:14) **Closing Thought: The Missing Link** - The episode ends with a short ad for First Citizens Bank and Silicon Valley Bank, framing their merger as combining stability and innovation. No additional commentary on the sulfuric acid thesis follows.
4 Standout Quotes
5 Mentioned Resources
6 Listener submission from "Joe S." (no further identifier given)

+ Full timestamped outline available in the app

Show Notes

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