Phosphorus resources have become a focal point of global competition, and Brant is building a strong competitive advantage for the industry through its technical services.

As tensions rise in the Strait of Hormuz, the most vulnerable link in the global phosphate chemical industry chain is suddenly torn open.

This vital energy route connecting the Middle East and the world not only transports oil but is also the "main artery" of global sulfur and phosphate fertilizer trade. Data shows that over 30% of global seaborne sulfur and 20-30% of phosphate fertilizer trade pass through this route. With the ongoing conflict, sulfur prices have soared to 4395 yuan/ton, and international phosphate fertilizer prices have surpassed the $700/ton mark. A supply chain crisis ignited by geopolitics is pushing the strategic value of phosphorus resources to unprecedented heights.

From "the food of food" to "the lifeline of new energy," phosphorus is no longer just the foundation of agriculture.

In the traditional sector, it is an irreplaceable "food of food" ensuring global food security; in the new arena, it is the core raw material for lithium iron phosphate batteries, supporting the explosive growth of new energy vehicles and energy storage. In 2025, my country's lithium iron phosphate production increased by 48.59% year-on-year, and sales of energy storage batteries surged by 67.3%. It is estimated that by 2027, global demand for phosphorus from energy storage batteries alone will approach 10 million tons.

In February of this year, the United States added elemental phosphorus and glyphosate to the list of strategic materials controlled by the Defense Production Act. This Hormuz crisis has made countries realize that whoever masters the efficient utilization of phosphorus resources holds the initiative in food security and new energy development.

Resources are the trump card, technology is the ace.

Faced with drastic fluctuations in the global supply chain, having resource reserves provides confidence, but possessing the technological ability to fully utilize resources is the true core competitiveness.

This is precisely the direction Yunnan Brant is deeply committed to.

As a technology-based enterprise specializing in technical services across the entire phosphorus chemical industry chain, Brant does not directly own mines, but through process innovations, it helps clients extract maximum value from every ton of phosphate ore and every cubic meter of tail gas. What we do is equip phosphorus resources with a "technology-added engine."

In an era of phosphorus resource revaluation, we are the industry's strongest technological support.

While the world is vying for control of phosphorus resources, we focus more on how to maximize the value of every resource. Resources will eventually run out, but technological accumulation will continue to increase in value.

Yunnan Brant aims to be a technology partner for phosphate chemical companies in the wave of resource value reassessment—helping partners build a strong competitive advantage amidst change through solid process development, reliable engineering implementation, and tailored services.