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Before the war with Iran, 24 percent of the world’s sulfur supply passed through the Strait of Hormuz, and the author of the OilPrice piece says he can find no reliable information on whether the material is still being shipped, suspecting the volume is near zero. Sulfur from the Middle East went from about $500 a tonne at the start of the conflict to more than $800, and some customers paid more than $1,000 for Canadian sulfur in June, according to OilPrice.

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