Alberta inventory
AER-linked stock levels with source dates and provenance tags.
Open North American recovered-sulfur desk: Alberta inventory, Vancouver exports, hubs, netbacks, facilities. Provenance on every figure.
AER ST3 run date 28 September unchanged while open Pacific markers stay at 830 to 840 dollars per tonne
House 均差 method reads clear decline while commentary points to low-band consolidation risk
Shengyishe republishes trade data showing imports down 82 percent year on year with YTD volume 3.06 Mt
Shengyishe holds the national 基准 at 6,076.75 yuan per tonne for a second session at the three-month low
Shengyishe inventory tally dips about 3,700 tonnes from the 15 October print while Fangcheng and Zhanjiang hold the bulk
Lihuayi trims 200 yuan to 5,700 yuan per tonne on the same afternoon feed that carried Dongming's larger step
10jqka iFind spot down 575.58 yuan on the day while open Vancouver FOB and freight anchors hold from mid-October trade press
Liquid sulfur falls 1,100 yuan to 5,000 yuan per tonne and solid sulfur 800 yuan to 6,500 yuan on the Oct 19 Shengyishe wire
FOB hubs, basis, and Alberta-to-Pacific export flow.
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AER-linked stock levels with source dates and provenance tags.
Canada and Port of Vancouver volumes by destination.
FOB plus ocean freight to implied CFR on Pacific routes.
Canada producers/formers plus US Gulf and Tampa nodes.
PCT and Wharves depth, LOA, loader rates. Not live AIS.
Prill, granule, pastille, and slate for bulk export.
Vancouver-Asia transit beside Middle East chokepoint lanes.
PCT and Vancouver Wharves load rates, stockpile, Panamax.
Sour bitumen, Claus recovery, forming, rail, tidewater.
Vancouver, US Gulf, and Tampa molten with year notes.
Observation classes, PRA boundary, unit traps (LT vs MT).
Where to start: annuals, inventory cut, hubs, anchors, netbacks.
LT ↔ MT and Vancouver−Gulf basis without form mix-ups.
Formed sulfur rails from Alberta remelt and forming plants to PCT Port Moody and Vancouver Wharves. Port stats: 3.51 Mt sulfur through Vancouver in 2025.
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