Alberta inventory
AER-linked stock levels with source dates and provenance tags.
Desk
All news-
Canada sulfur exports on a 5.22 Mt pace while Hormuz recovery lags
Alberta and British Columbia account for more than 95 percent of national sulfur exports in the SMM account
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Canada sulfur stays off US tariff lists as Section 338 duties enter third day
Energy, potash, and critical minerals are exempt
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About 40 oil tankers transit Hormuz as sulfur seaborne stays impaired
US officials put the 21 August evening passage at roughly 16 million barrels of crude
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US 50 percent Canada tariffs take effect; Ottawa suspends talks and readies retaliation
Carney announced equivalent retaliatory tariffs while the US measure remains in force
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Port of Vancouver 2025 sulfur print confirmed at 3.507 Mt as China share slips
VFPA's March 2026 PDF puts China at 1.30 Mt, down 16 percent, while US receipts nearly triple
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Canada June sulfur exports 527,305 t as Indonesia and the US lead destinations
SMM put the month down 15.43 percent from May and 8.62 percent from June 2025, with acid exports to the US doubling
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SMM H1 review: Canada named swing supplier after Gulf and CIS shocks
The 6 July chain review cited StatCan-style export growth and elevated Vancouver FOB into early 2026
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Canada still the Pacific swing origin as SMM H1 frame holds into late August
The 6 July review's StatCan-style export growth and elevated Vancouver FOB remain the working national account
Hubs and corridor
FOB hubs, basis, and Alberta-to-Pacific export flow.
Coverage
Tips: [email protected]
Export flows
Canada and Port of Vancouver volumes by destination.
Freight netbacks
FOB plus ocean freight to implied CFR on Pacific routes.
Facilities
Canada producers/formers plus US Gulf and Tampa nodes.
Vancouver berths
PCT and Wharves depth, LOA, loader rates. Not live AIS.
Forming guide
Prill, granule, pastille, and slate for bulk export.
Pacific route
Vancouver-Asia transit beside Middle East chokepoint lanes.
Vessel and berth guide
PCT and Vancouver Wharves load rates, stockpile, Panamax.
Oil sands pathway
Sour bitumen, Claus recovery, forming, rail, tidewater.
Price hubs
Vancouver, US Gulf, and Tampa molten with year notes.
Methodology
Observation classes, PRA boundary, unit traps (LT vs MT).
Desk guide
Where to start: annuals, inventory cut, hubs, anchors, netbacks.
Units helper
LT ↔ MT and Vancouver−Gulf basis without form mix-ups.
Vancouver dock
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.
NA Sulfur Outlook
Weekly public briefs by email, flash updates when the market moves · archive · series catalog.