{ "generated_at": "2026-10-20T15:04:08.300Z", "count": 355, "items": [ { "id": "sw-20210115-01", "published": "2021-01-15", "title": "Tampa molten sulfur contract climbs toward $83/lt as phosphate recovers", "summary": "US Gulf liquid sulfur contracts opened 2021 far above mid-2020 lows as phosphate fertilizer demand recovered from pandemic disruption. BC Insight/Argus-linked commentary later put early-January Tampa near $83/lt cfr versus about $54/lt a year earlier, marking the start of a multi-quarter firming cycle into mid-2021.", "topics": [ "prices", "demand" ], "geography": [ "US Gulf", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210201-02", "published": "2021-02-01", "title": "USGS MCS 2021: world sulfur production ~80 Mt; Canada ~4.9 Mt", "summary": "USGS Mineral Commodity Summaries 2022 (covering 2021) estimated world sulfur production near 80 million tonnes, with Canada about 4.9 Mt and the United States about 8.1 Mt. Import-source statistics for 2017–20 already showed Canada supplying roughly 73% of US elemental sulfur imports, framing Alberta/Vancouver as a structural North American swing source.", "topics": [ "production", "exports" ], "geography": [ "Canada", "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2022", "source_url": "https://pubs.usgs.gov/periodicals/mcs2022/mcs2022-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20210215-27", "published": "2021-02-15", "title": "US elemental sulfur unit value recovers from 2020 lows toward $92/t", "summary": "USGS MCS 2023 tables show average US elemental sulfur unit value rising to about $92.30/t in 2021 from $24.60/t in 2020, still below the 2022 spike near $150/t. The 2021 recovery mirrored Tampa contract firming as refineries and phosphate plants normalized post-2020 disruption.", "topics": [ "prices", "production" ], "geography": [ "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20210301-03", "published": "2021-03-01", "title": "China sulfur import dependence still near 50% despite rising domestic output", "summary": "Chinese trade press summarized early-2021 market conditions with import dependence still near 50% even as domestic recovered sulfur rose. Import CFR prices later tracked from about $141/t early in the year toward $281/t by year-end, with Middle East–Yangtze freight climbing from roughly $27/t toward peaks near $69/t.", "topics": [ "demand", "prices", "freight" ], "geography": [ "China", "Middle East" ], "source": "China Chemical Information Weekly / chemnews", "source_url": "https://www.chemnews.com.cn/c/2022-01-18/691210.shtml", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210315-04", "published": "2021-03-15", "title": "US Gulf and Canadian sulfur logistics disrupted by late-winter storms", "summary": "BC Insight conference reporting noted March and later September storm disruptions to North American sulfur logistics in 2021 alongside recovering US refinery utilization. Temporary outages tightened regional molten availability even as global recovered sulfur supply remained structurally adequate for the year.", "topics": [ "freight", "production" ], "geography": [ "US Gulf", "Alberta", "Canada" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210401-05", "published": "2021-04-01", "title": "Saudi Al Fadhili sour-gas ramp expected to add >1 Mt/a Middle East sulfur", "summary": "Argus/BC Insight supply tables for 2021 highlighted the Al Fadhili gas project ramp as a major Middle East incremental sulfur source, expected to add more than 1 million t/a as Gulf sour-gas and refining projects commissioned. The Middle East remained the largest incremental seaborne supplier heading into the 2022 price spike.", "topics": [ "production", "exports" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210415-28", "published": "2021-04-15", "title": "Changdongbei sour-gas project adds Chinese domestic sulfur supply", "summary": "BC Insight supply commentary identified China’s Changdongbei sour-gas project among domestic sulfur additions reducing import needs. Incremental Chinese recovered sulfur competed with Middle East and Canadian granules into Yangtze phosphate plants through 2021–22.", "topics": [ "production", "demand" ], "geography": [ "China" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "low", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210501-06", "published": "2021-05-01", "title": "Qatar Barzan sulfur project delayed into 2021 after COVID slippage", "summary": "Industry reporting put Qatar’s ~800,000 t/a Barzan sulfur-forming project behind original schedule, with commissioning pushed into 2021 by COVID-related delays. Barzan later became a key Gulf solid-export node; restart risk resurfaced in 2026 conflict reporting after a fatal explosion during restart operations.", "topics": [ "production", "company" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210515-22", "published": "2021-05-15", "title": "Argus forecasts >3 Mt global sulfur capacity additions in 2021", "summary": "Mid-2021 Argus supply commentary expected just over 3 million tonnes of new sulfur capacity in 2021, concentrated in Saudi Arabia, Qatar, and Kuwait and supplemented by Chinese projects. COVID delays affected some Middle East startups, but the Gulf remained the swing incremental seaborne supplier.", "topics": [ "production", "exports" ], "geography": [ "Middle East", "China", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210601-29", "published": "2021-06-01", "title": "Sultran logistics chain links Alberta forming sites to Port Moody/Vancouver", "summary": "Sultran publicly describes coordinating export sulfur from nine inland Alberta/BC facilities via CN and CPKC rail to Port Moody and North Vancouver terminals, operating 1,500+ gondola railcars and Pacific Coast Terminals at Port Moody. The chain is the backbone for Canadian solid sulfur seaborne trade.", "topics": [ "freight", "exports", "company" ], "geography": [ "Alberta", "Vancouver" ], "source": "Sultran", "source_url": "https://www.sultran.com/", "relevance": "medium", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20210615-07", "published": "2021-06-15", "title": "Tampa sulfur contract reaches ~$192/lt; prices triple YoY", "summary": "By mid-June 2021 the Tampa cfr molten sulfur contract stood near $192/t versus about $83/t in early January and $54/t a year earlier—roughly a threefold year-over-year increase. Vancouver and Arab Gulf FOB benchmarks rose in parallel to levels last seen around early 2014 as phosphate prices hit multi-year highs.", "topics": [ "prices", "demand" ], "geography": [ "US Gulf", "Vancouver", "Middle East" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210630-08", "published": "2021-06-30", "title": "Heartland Sulphur doubles molten storage with new Alberta tank", "summary": "Heartland Sulphur completed a new molten sulfur storage tank on 30 June 2021 at its Industrial Heartland terminal near Edmonton, more than doubling molten storage capacity. The terminal, a Lion Sulphur–Inter-Chem JV, provides remelt/forming logistics so Alberta producers can reach Vancouver dry-bulk exports and North American molten rail markets.", "topics": [ "company", "inventory", "exports" ], "geography": [ "Alberta", "Vancouver" ], "source": "Heartland Sulphur", "source_url": "https://www.heartlandsulphur.com/what-is-it", "relevance": "high", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20210701-09", "published": "2021-07-01", "title": "DAP Morocco ~$584/t FOB; Brazil MAP ~$714/t CFR support sulfur", "summary": "Phosphate benchmarks cited in mid-2021 sulphur market reviews put DAP Morocco near $584/t fob (+95% YoY) and Brazil MAP near $714/t cfr (+125% YoY). Eight- to nine-year phosphate highs underpinned the sulfur rally even as analysts warned new OCP/India/Brazil phosphate capacity could pressure 2022–23 affordability.", "topics": [ "demand", "prices" ], "geography": [ "Morocco", "Brazil", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210715-26", "published": "2021-07-15", "title": "TFI later cites sulfur +198% Mar 2021–Mar 2022 in USDA fertilizer comments", "summary": "In USDA fertilizer supply-chain comments, The Fertilizer Institute stated sulfur prices rose 198% between March 2021 and March 2022 as a critical ammoniated-phosphate input cost. The figure captures the 2021–22 fertilizer cost shock that linked Gulf liquid sulfur, phosphates, and farm input inflation.", "topics": [ "prices", "demand", "policy" ], "geography": [ "US Gulf", "Global" ], "source": "The Fertilizer Institute", "source_url": "https://www.tfi.org/wp-content/uploads/2024/01/the_fertilizer_institute_comments_final_usda_rfi.pdf", "relevance": "high", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20210731-10", "published": "2021-07-31", "title": "China 2020 sulfur imports plunged ~3 Mt YoY; stocks also fell", "summary": "Argus analysis highlighted a roughly 3 million tonne year-on-year plunge in Chinese sulfur imports during 2020, accompanied by lower domestic stock levels. Into 2021 China remained the world’s largest sulfur importer, but rising domestic recovered sulfur and planned projects of more than 2 Mt/a were already expected to structurally reduce import intensity toward 2025.", "topics": [ "demand", "exports", "inventory" ], "geography": [ "China", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210801-23", "published": "2021-08-01", "title": "Western Canada forming projects eyed to lift Alberta exportability", "summary": "Argus noted several new Western Canada forming projects that could boost sulfur trading out of Alberta into Vancouver dry-bulk markets. Extra forming capacity is a prerequisite for converting blocked or molten oil-sands sulfur into seaborne granules when FOB prices clear remelt and rail costs.", "topics": [ "exports", "company", "production" ], "geography": [ "Alberta", "Vancouver", "Canada" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210815-11", "published": "2021-08-15", "title": "Argus: Chinese sulfur production may rise ~40% by 2025", "summary": "Argus expected Chinese sulfur production to increase by almost 40% out to 2025 as sour-gas and refining projects added domestic recovered tons. Four near-term projects alone were expected to add more than 2 Mt/a, permanently dampening China’s long-run import growth even when phosphate runs recovered.", "topics": [ "production", "demand" ], "geography": [ "China", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/07/31/ammonia-and-sulphur-market-trends/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210901-12", "published": "2021-09-01", "title": "Alberta sour-gas sulfur declines; oil sands and BC provide offsets", "summary": "BC Insight’s 2021 conference summary noted continuing declines in Alberta conventional sour-gas sulfur, partially offset by British Columbia rebound and oil-sands growth. The structural shift toward Fort McMurray upgrader/oil-sands sulfur concentrated Canadian solid-export logistics on remelt–form–rail–Vancouver chains.", "topics": [ "production", "exports" ], "geography": [ "Alberta", "Canada", "Vancouver" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210915-13", "published": "2021-09-15", "title": "Europe sulfur market tightens as German sour gas and oil recovery fall", "summary": "Conference reporting described Europe’s commercial sulfur balance tightening as oil-refinery recovery and German sour-gas supply declined, raising interest in remelter projects. Tighter European balances increased reliance on Middle East and North American seaborne/rail sulfur for fertilizer acid plants.", "topics": [ "production", "demand", "freight" ], "geography": [ "Global", "Middle East" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20210930-30", "published": "2021-09-30", "title": "CRU: sulfur prices expected to peak in Q1 2022 after 2021 rebound", "summary": "Peter Harrison’s CRU outlook at Sulphur + Sulphuric Acid 2021 predicted the demand rebound would persist into 2022 with China substituting some pyrite-based acid for sulfur burning, and saw prices peaking in Q1 2022. The call preceded the actual Q2 2022 blow-off that took Vancouver near $478/t FOB.", "topics": [ "prices", "demand" ], "geography": [ "China", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211001-24", "published": "2021-10-01", "title": "Phosphate base demand growth strong into 2022–23 (Morocco, Saudi)", "summary": "CRU’s 2021 conference outlook projected strong phosphate base demand growth through 2022–23, mainly in Morocco and Saudi Arabia, before tapering toward roughly 1.0 Mt/a more normal growth. Sulfur demand was expected to track that phosphate expansion plus accelerating battery-metals acid use.", "topics": [ "demand", "production" ], "geography": [ "Morocco", "Middle East", "Global" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211015-14", "published": "2021-10-15", "title": "China NDRC phosphate export curbs begin; inspections from 15 October", "summary": "Chinese authorities moved to restrict DAP/MAP exports after producer agreements with NDRC; some ports halted fresh fertilizer deliveries and fertilizer export inspections commenced around 15 October 2021. Restrictions were expected to run into mid-2022, tightening global phosphate availability and supporting sulfur as phosphate producers outside China competed for feedstock.", "topics": [ "policy", "demand" ], "geography": [ "China", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/11/30/price-trends-54/", "relevance": "high", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20211028-15", "published": "2021-10-28", "title": "Middle East sulfur FOB breaches $200/t; Argus $223–230/t", "summary": "Argus assessed Middle East sulfur at $223–230/t fob on 28 October 2021 after the benchmark breached $200/t earlier in the month. DAP rallies and Chinese phosphate export uncertainty drove the firming; Brazil sulfur was assessed near $245–246/t cfr, up more than $100/t since the start of 2021.", "topics": [ "prices", "policy" ], "geography": [ "Middle East", "Brazil", "China" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/11/30/price-trends-54/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211101-16", "published": "2021-11-01", "title": "Kuwait Al Zour refining sulfur enters commissioning path", "summary": "Price-trend reporting noted Kuwait’s Al Zour complex entering the sulfur market with operations expected to begin in early 2022 after late-2021 commissioning progress. New Kuwaiti solid sulfur added to the Middle East export slate just as Chinese phosphate policy tightened global phosphate–sulfur linkages.", "topics": [ "production", "exports", "company" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/11/30/price-trends-54/", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211115-17", "published": "2021-11-15", "title": "Battery metals: Indonesia sulfur demand seen doubling by 2025 on HPAL", "summary": "CRU/Argus conference outlooks for late 2021 flagged Indonesia sulfur demand roughly doubling by 2025 as HPAL nickel projects ramped, while US lithium acid demand was projected to consume an extra ~1.2 Mt/a of sulfur by 2030. Battery-metals acid became a second structural demand pillar beside phosphates.", "topics": [ "demand", "production" ], "geography": [ "Indonesia", "US Gulf", "Global" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2022/01/31/sulphur-sulphuric-acid-2021/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211130-25", "published": "2021-11-30", "title": "Sulphur prices firm into year-end on phosphate and Chinese policy", "summary": "Argus’s late-2021 price-trend review said a previously stable/soft sulfur tone gave way to firmness as DAP rallied in October and Chinese phosphate export restrictions lacked clarity. Middle East FOB strength and Brazil CFR gains reflected phosphate producers restocking sulfur ahead of constrained Chinese DAP/MAP availability.", "topics": [ "prices", "policy", "demand" ], "geography": [ "Middle East", "China", "Brazil", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2021/11/30/price-trends-54/", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211201-18", "published": "2021-12-01", "title": "China domestic solid sulfur hits ~10-year highs near Yn2,200/t", "summary": "Chinese domestic solid sulfur prices climbed through 2021 from pandemic-era lows near Yn500–950/t in 2020 toward peaks around Yn2,200/t, the highest in roughly a decade. December import CFR was reported near $310/t (~Yn2,300/t equivalent), widening the gap versus inland domestic offers as freight and Gulf FOB rose together.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "China Chemical Information Weekly", "source_url": "https://www.chemnews.com.cn/c/2022-01-18/691210.shtml", "relevance": "high", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211215-19", "published": "2021-12-15", "title": "Zhenjiang port sulfur stocks fall to ~0.52 Mt from ~1.09 Mt year-start", "summary": "Chinese port stock commentary put Zhenjiang mainstream sulfur inventory near 0.52 Mt at end-2021 versus about 1.09 Mt at the start of the year. Lower social stocks and reduced imports amid high CFR prices tightened domestic availability into 2022 spring planting and winter phosphate storage.", "topics": [ "inventory", "demand" ], "geography": [ "China" ], "source": "China Chemical Information Weekly", "source_url": "https://www.chemnews.com.cn/c/2022-01-18/691210.shtml", "relevance": "medium", "data_type": "industry_estimate", "year": 2021 }, { "id": "sw-20211231-20", "published": "2021-12-31", "title": "Port of Vancouver sulfur throughput 2.29 Mt in 2021 (−14% YoY)", "summary": "Vancouver Fraser Port Authority statistics show Port of Vancouver sulphur at 2,291,630 tonnes in 2021, down from 2,653,284 t in 2020 (−14%). Fertilizer cargo was 11.3 MMT. The soft 2021 solid-export year set a low base before the 2022 rebound to 2.79 Mt as prices spiked and Alberta remelt economics improved.", "topics": [ "exports" ], "geography": [ "Vancouver", "Alberta" ], "source": "Vancouver Fraser Port Authority", "source_url": "https://www.portvancouver.com/sites/default/files/2024-08/2022-Stats-Overview_0.pdf", "relevance": "high", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20211231-21", "published": "2021-12-31", "title": "Suncor markets >800,000 t/a sulfur from oil sands and refineries", "summary": "Suncor’s public sulfur trading page states annual marketable sulfur production above 800,000 metric tonnes across Fort McMurray oil sands, Alberta/BC gas plants, and Edmonton/Montreal/Sarnia/Commerce City refining sites. Product moves as molten and formed/prilled sulfur into North American fertilizer/chemical markets and export chains.", "topics": [ "company", "production", "exports" ], "geography": [ "Alberta", "Canada", "US Gulf" ], "source": "Suncor Energy", "source_url": "https://www.suncor.com/en-ca/what-we-do/supply-and-trading/sulphur", "relevance": "medium", "data_type": "verified_public", "year": 2021 }, { "id": "sw-20220115-01", "published": "2022-01-15", "title": "Tampa sulfur opens 2022 near $282/lt as rally extends", "summary": "USGS MCS 2023 reports Tampa, FL contract sulfur began 2022 around $282 per long ton before climbing to $481/lt in early April. The opening level already reflected late-2021 Chinese phosphate export curbs and strong phosphate prices entering the year.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220201-02", "published": "2022-02-01", "title": "USGS: US sulfur production rises to ~8.6 Mt in 2022; unit value ~$150/t", "summary": "USGS estimated US sulfur production (all forms) near 8.6 Mt in 2022 with elemental recovered about 8.0 Mt; average elemental unit value jumped to about $150/t from $92.30/t in 2021. World production was about 82 Mt. Shipments were valued near $1.3 billion.", "topics": [ "production", "prices" ], "geography": [ "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220228-03", "published": "2022-02-28", "title": "Russia–Ukraine war reshapes fertilizer and sulfur trade risk", "summary": "Russia’s invasion of Ukraine in February 2022 disrupted Black Sea fertilizer logistics and raised risk premia across nitrogen, phosphate, and sulfur. USGS later noted 2022 world sulfur supplies were hampered by the conflict even as global output was roughly unchanged versus 2021.", "topics": [ "policy", "freight", "exports" ], "geography": [ "Russia", "Global" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220301-27", "published": "2022-03-01", "title": "TFI: sulfur critical phosphate input cost +198% over prior 12 months", "summary": "TFI’s USDA RFI comments (documented 2022 process) cited sulfur prices up 198% from March 2021 to March 2022 alongside energy, labor, and freight inflation. The association framed fertilizer as a globally traded, geopolitically exposed commodity chain.", "topics": [ "prices", "policy", "demand" ], "geography": [ "US Gulf", "Global" ], "source": "The Fertilizer Institute", "source_url": "https://www.tfi.org/wp-content/uploads/2024/01/the_fertilizer_institute_comments_final_usda_rfi.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220315-04", "published": "2022-03-15", "title": "China sulfur import price surge; March imports jump sharply", "summary": "IndexBox customs-linked series show China’s sulfur import unit value rising hard into spring 2022, with March import volumes up about 58% month on month as phosphate exporters pulled feedstock. Canada remained among top suppliers alongside Iran and South Korea during the spike months.", "topics": [ "prices", "demand", "exports" ], "geography": [ "China", "Canada", "Global" ], "source": "IndexBox (China customs)", "source_url": "https://www.indexbox.io/blog/china-sulphur-price-in-september-2022/", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220401-05", "published": "2022-04-01", "title": "Tampa contract sulfur peaks at $481/lt in early April 2022", "summary": "USGS reports Tampa contract sulfur reached $481 per long ton in early April 2022—the high-water mark of the post-pandemic cycle before mid-year collapse. The peak aligned with Vancouver FOB near multi-year highs and Middle East QSP/OSP markers in the mid-$400s/t.", "topics": [ "prices" ], "geography": [ "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220415-06", "published": "2022-04-15", "title": "China April sulfur imports 719,800 t (+24% YoY); DAP exports plunge", "summary": "Argus Sulphur (26 May 2022) cited China April sulfur imports of 719,800 t (+24% YoY) while DAP and MAP exports fell 157% and 52% YoY to 195,000 t and 179,000 t as prolonged customs inspections constrained phosphate outflows from mid-April.", "topics": [ "exports", "policy", "demand" ], "geography": [ "China", "Global" ], "source": "Argus Media", "source_url": "https://view.argusmedia.com/rs/584-BUW-606/images/Argus%20Sulphur%20%282022-05-26%29.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220501-07", "published": "2022-05-01", "title": "Qatar QSP May 2022 set at $460/t FOB; UAE/Kuwait OSP/KSP $470/t", "summary": "Argus Sulphur assessments for May 2022 put Qatar Sulphur Price at $460/t fob Ras Laffan/Mesaieed, with UAE OSP and Kuwait KSP at $470/t fob. Middle East (ex-Iran) Q2 FOB was $380–405/t amid still-elevated phosphate-linked demand.", "topics": [ "prices", "exports" ], "geography": [ "Middle East", "Global" ], "source": "Argus Media", "source_url": "https://view.argusmedia.com/rs/584-BUW-606/images/Argus%20Sulphur%20%282022-05-26%29.pdf", "relevance": "high", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220515-28", "published": "2022-05-15", "title": "China river-port domestic sulfur ~Yn4,000–4,020/t ex-works mid-May", "summary": "Argus Sulphur mid-May 2022 domestic Chinese pricing stood near Yn4,000–4,020/t ex-works from river warehouses, with ~10,000 t trades reported around Yn4,000–4,030/t. Elevated domestic prices coexisted with still-high import CFR until the July policy shock.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Argus Media", "source_url": "https://view.argusmedia.com/rs/584-BUW-606/images/Argus%20Sulphur%20%282022-05-26%29.pdf", "relevance": "medium", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220526-08", "published": "2022-05-26", "title": "Argus Vancouver FOB Q2 2022 assessed $476–480/t; Tampa $481/lt", "summary": "Argus Sulphur 26 May 2022 listed fob Vancouver Q2 at $476–480/t, fob US Gulf $380–381/t, cfr Brazil $458–470/t, and cfr Tampa $481/lt. Vancouver midpoint near $478/t was the highest since 2008 as Canadian solid exports surged with the global spike.", "topics": [ "prices", "exports" ], "geography": [ "Vancouver", "US Gulf", "Brazil" ], "source": "Argus Media", "source_url": "https://view.argusmedia.com/rs/584-BUW-606/images/Argus%20Sulphur%20%282022-05-26%29.pdf", "relevance": "high", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220601-09", "published": "2022-06-01", "title": "China sulfur import price peaks near $471/t CIF in June", "summary": "IndexBox series put China’s sulfur import price at a 2022 peak near $471/t CIF in June before the July–September collapse. June import volumes also peaked near 948,000 t before three consecutive monthly declines as phosphate export policy tightened.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "IndexBox (China customs)", "source_url": "https://www.indexbox.io/blog/china-sulphur-price-in-september-2022/", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220615-10", "published": "2022-06-15", "title": "Huaxicun Commodity Contracts Exchange sulfur trading halted 16 June", "summary": "Argus reported the Huaxicun Commodity Contracts Exchange stopped sulfur trading from 16 June 2022 after Chinese authorities deemed it non-standard. The halt removed a domestic paper/price discovery venue just as physical phosphate-export policy uncertainty intensified.", "topics": [ "policy", "prices" ], "geography": [ "China" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "medium", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220620-24", "published": "2022-06-20", "title": "China Apr–Jun sulfur imports 2.4 Mt (+50%) before export curb bite", "summary": "Argus noted China’s Q2 2022 sulfur imports of 2.4 Mt rose 50% year on year, driven by phosphate fertilizer exports before July’s de-facto quota regime. The H1 import surge and H2 collapse defined 2022 Chinese sulfur trade volatility.", "topics": [ "exports", "demand", "policy" ], "geography": [ "China" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220701-11", "published": "2022-07-01", "title": "China de-facto phosphate fertilizer export quota for H2 2022", "summary": "Chinese authorities implemented a de-facto export quota regime in July 2022 for phosphate fertilizers in the second half. DAP operating rates fell to 40–50% at river ports and ~50% in Yunnan/Guizhou by end-July, triggering a global sulfur price collapse.", "topics": [ "policy", "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220715-12", "published": "2022-07-15", "title": "Tampa sulfur eases to $352/lt by mid-July from April peak", "summary": "USGS notes Tampa contract prices decreased to $352 per long ton by mid-July 2022 after the early-April $481/lt peak. The mid-year retreat tracked collapsing Chinese phosphate export runs and rising US Gulf refinery sulfur output.", "topics": [ "prices", "production" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220731-13", "published": "2022-07-31", "title": "Qatar QSP crashes to $77/t FOB August from $428/t in July (−$351/t)", "summary": "Muntajat set the August 2022 Qatar Sulphur Price at $77/t fob, down $351/t from July’s $428/t. Argus granular CFR China slumped to $95/t on 4 August as Chinese buyers pulled back from imports and turned to domestic sulfur after the phosphate export curb.", "topics": [ "prices", "policy", "exports" ], "geography": [ "Middle East", "China", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "high", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220801-25", "published": "2022-08-01", "title": "Elevated US Gulf refining lifts recovered sulfur as phosphate demand fades", "summary": "Argus linked elevated refinery utilization and resilient fuel demand to higher US Gulf recovered sulfur output even as phosphate demand weakened and inventories swelled in early Q3. The supply–demand mismatch amplified the mid-year price crash.", "topics": [ "production", "demand", "prices" ], "geography": [ "US Gulf" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2405506-viewpoint-sulfur-volatility-to-wane-as-supply-recovers", "relevance": "medium", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220815-14", "published": "2022-08-15", "title": "Vancouver FOB sulfur collapses under $65/t within two months of $478 peak", "summary": "Argus viewpoint reporting said Vancouver spot export pricing fell from a midpoint near $478/t FOB (highest since 2008) to under $65/t FOB within about two months as phosphate fertilizer demand fizzled after the Chinese export curb. US Gulf spot FOB traded in a greater-than-$440/t range over six months amid the same volatility.", "topics": [ "prices", "exports", "demand" ], "geography": [ "Vancouver", "US Gulf", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2405506-viewpoint-sulfur-volatility-to-wane-as-supply-recovers", "relevance": "high", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220901-15", "published": "2022-09-01", "title": "China sulfur import price drops 63% MoM to $129/t in September", "summary": "IndexBox reported China’s September 2022 sulfur import price at $129/t CIF, down 62.5% from the prior month, breaking the 2022 uptrend. September imports were 544,000 t (−13.2% MoM); top volume suppliers included South Korea (90 kt), Iran (88 kt), and Canada (71 kt).", "topics": [ "prices", "exports" ], "geography": [ "China", "Canada", "Global" ], "source": "IndexBox (China customs)", "source_url": "https://www.indexbox.io/blog/china-sulphur-price-in-september-2022/", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20220915-16", "published": "2022-09-15", "title": "Mosaic cuts US phosphate utilization, freeing sulfur for export", "summary": "Argus noted Mosaic, the largest US sulfur consumer, reported sinking utilization and reduced sulfur consumption through 2022—a trend expected to continue into 2023—freeing more US Gulf volume for export as domestic phosphate runs stayed weak.", "topics": [ "demand", "company", "exports" ], "geography": [ "US Gulf" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2405506-viewpoint-sulfur-volatility-to-wane-as-supply-recovers", "relevance": "medium", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20220930-29", "published": "2022-09-30", "title": "Global sulfur market enters surplus as Chinese demand destruction hits", "summary": "BC Insight later framed late-2022 as the start of a global surplus and lower-price period after the mid-year Chinese phosphate curb destroyed sulfur demand. The surplus phase lasted into 2023–24 even as Kazakhstan and Saudi Arabia began voluntary stock drawdowns.", "topics": [ "demand", "inventory", "prices" ], "geography": [ "China", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "medium", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20221015-17", "published": "2022-10-15", "title": "Vancouver Jan–Oct sulfur exports 2.39 Mt, already above full-year 2021", "summary": "Port of Vancouver data cited by Argus showed sulfur exports of 2.39 Mt in January–October 2022, already exceeding the full-year 2021 total of about 2.29 Mt. Full-year 2022 port throughput later printed 2.79 Mt (+22% YoY).", "topics": [ "exports" ], "geography": [ "Vancouver", "Alberta" ], "source": "Argus Media (Port of Vancouver data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2405506-viewpoint-sulfur-volatility-to-wane-as-supply-recovers", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20221031-18", "published": "2022-10-31", "title": "China Jan–Oct sulfur imports 6.65 Mt (−22% YoY) after H1 surge", "summary": "Argus reported China imported 2.4 Mt of sulfur in April–June 2022 (+50% YoY) on phosphate export demand, then slowed to 2.5 Mt in July–October (−5.9% YoY). January–October imports totaled 6.65 Mt, down 22% from a year earlier after the H2 export quota regime.", "topics": [ "exports", "demand", "policy" ], "geography": [ "China" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20221101-26", "published": "2022-11-01", "title": "China import value of sulfur peaks near $2.3B in 2022 then set to fall", "summary": "IndexBox estimates put China’s sulfur import value at about $2.3 billion in 2022 after a 2021 surge (+143% value in 2021). Value later fell sharply to about $1.1 billion in 2023 even as volumes began recovering, reflecting the price collapse from mid-2022 highs.", "topics": [ "prices", "exports" ], "geography": [ "China" ], "source": "IndexBox", "source_url": "https://www.indexbox.io/blog/china-sulphur-imports-2023/", "relevance": "medium", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20221115-19", "published": "2022-11-15", "title": "Keyera–Enbridge South Cheecham sulfur facilities advance through 2022", "summary": "Keyera’s AIF notes construction of sulphur handling, forming, and storage facilities at the South Cheecham rail/truck terminal (JV with Enbridge) progressed through 2022. The ~4,000–4,400 t/d wet prilling addition was expected to lift Vancouver export capacity potential by 5–10% once fully operational.", "topics": [ "company", "exports", "production" ], "geography": [ "Alberta", "Vancouver" ], "source": "Keyera Corp.", "source_url": "https://www.keyera.com/wp-content/uploads/2026/01/2024-Keyera-Annual-Information-Form.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20221201-20", "published": "2022-12-01", "title": "China granular CFR sulfur rebounds to ~$197.50/t by mid-December", "summary": "After the August collapse to $95/t, Argus granular CFR China assessments rebounded to $197.50/t on 12 December 2022 as Chinese buyers leaned on domestic sulfur and import demand stayed selective. The rebound set up a softer but still volatile 2023.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "medium", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20221215-21", "published": "2022-12-15", "title": "Tampa Q4 2022 sulfur contracts settle near $90/lt", "summary": "USGS reports fourth-quarter 2022 Tampa prices at $90 per long ton, down from the April peak of $481/lt. The year-end collapse completed one of the sharpest sulfur price cycles on record and shifted Canadian remelt economics from strongly profitable to marginal.", "topics": [ "prices" ], "geography": [ "US Gulf", "Vancouver" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20221220-30", "published": "2022-12-20", "title": "South Cheecham priller expected to boost Vancouver capacity 5–10% in 2023", "summary": "Argus estimated the South Cheecham priller’s 4,000 t/d wet prilling addition could increase Vancouver export capacity by 5–10% in 2023, subject to international demand. Combined with higher oil-sands sulfur output, Canada’s solid-export capability was set to rise into the surplus-price era.", "topics": [ "exports", "company", "production" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2405506-viewpoint-sulfur-volatility-to-wane-as-supply-recovers", "relevance": "high", "data_type": "industry_estimate", "year": 2022 }, { "id": "sw-20221231-22", "published": "2022-12-31", "title": "Port of Vancouver sulfur 2.79 Mt in 2022 (+22%); fertilizers 12.8 MMT", "summary": "VFPA statistics show Port of Vancouver sulphur at 2,787,073 tonnes in 2022 (+22% from 2.29 Mt in 2021). Fertilizer cargo rose 13% to 12.8 MMT with potash 10.0 MMT. The solid-sulfur rebound tracked the H1 price spike and Alberta de-blocking into Vancouver.", "topics": [ "exports" ], "geography": [ "Vancouver", "Alberta" ], "source": "Vancouver Fraser Port Authority", "source_url": "https://www.portvancouver.com/sites/default/files/2024-08/Statistics-overview-2021-to-2023.pdf", "relevance": "high", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20221231-23", "published": "2022-12-31", "title": "USGS: Canada sulfur production ~4.9 Mt; world ~82 Mt in 2022", "summary": "USGS MCS 2023 lists Canada sulfur production about 4.88–4.90 Mt in 2021–22 and world output about 81.4–82 Mt. UAE production was estimated near 6.0 Mt in 2022 as Middle East solid exports remained central to seaborne trade.", "topics": [ "production", "exports" ], "geography": [ "Canada", "Middle East", "Global" ], "source": "USGS Mineral Commodity Summaries 2023", "source_url": "https://pubs.usgs.gov/periodicals/mcs2023/mcs2023-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2022 }, { "id": "sw-20230115-01", "published": "2023-01-15", "title": "Tampa sulfur opens 2023 near $90/lt; rises to $130 then slides to $55", "summary": "USGS MCS 2024 reports Tampa contract sulfur began 2023 around $90/lt, rose to $130/lt in mid-January, then fell to $55/lt by mid-July. Fourth-quarter 2023 prices were $102/lt—volatile but far below the 2022 peak.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2024", "source_url": "https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230131-02", "published": "2023-01-31", "title": "China expected to resume phosphate export customs inspections in 2023", "summary": "Argus expected Chinese authorities to resume prior customs inspections for phosphate fertilizer exports from January 2023, continuing to restrain sulfur demand intensity versus the H1 2022 surge. Domestic sulfur capacity growth further reduced China’s need for opportunistic imports.", "topics": [ "policy", "demand" ], "geography": [ "China", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2403764-viewpoint-increasing-supplies-pressure-chinese-sulphur", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230201-03", "published": "2023-02-01", "title": "USGS MCS 2024: US sulfur production ~8.6 Mt unchanged YoY in 2023", "summary": "USGS estimated total US sulfur production in 2023 about unchanged from 2022 near 8.6 Mt, with elemental recovered ~8.0 Mt and shipments valued about $860 million. Average elemental unit value eased to about $100/t from $150/t in 2022.", "topics": [ "production", "prices" ], "geography": [ "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2024", "source_url": "https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230215-28", "published": "2023-02-15", "title": "North American sulfur output supported by high refining and oil sands", "summary": "Argus late-2022/early-2023 outlook expected elevated refinery throughputs and increased Canadian bitumen processing to boost North American sulfur output in 2023, promoting price stability after 2022’s extreme volatility—though late-2023 Chinese softness reintroduced downside.", "topics": [ "production", "prices" ], "geography": [ "US Gulf", "Alberta", "Canada" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2405506-viewpoint-sulfur-volatility-to-wane-as-supply-recovers", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230301-04", "published": "2023-03-01", "title": "Q1 Tampa sulfur expected mid-$60s to low-$70s/lt on soft Vancouver/USG", "summary": "Argus December 2023 viewpoint said market participants expected the Q1 2024 Tampa settlement to track soft Vancouver and US Gulf spot into the mid-$60s/lt to low-$70s/lt delivered—illustrating how late-2023 bearishness capped North American liquid contracts into early 2024.", "topics": [ "prices" ], "geography": [ "US Gulf", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2523114-viewpoint-global-softness-to-pressure-northam-sulfur", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230315-19", "published": "2023-03-15", "title": "IFA: global MAP+DAP output still below 2020 after multi-year decline", "summary": "IFA medium-term outlook notes phosphoric acid production rose about 1% to 85 Mt in 2023 and MAP+DAP about 3% to 64.3 Mt, still below 2020 levels after three years of decline. Lower Moroccan output was offset by China and West Asia, shaping sulfur acid demand recovery pace.", "topics": [ "demand", "production" ], "geography": [ "China", "Morocco", "Middle East", "Global" ], "source": "International Fertilizer Association", "source_url": "https://www.fertilizer.org/wp-content/uploads/2024/08/2024_ifa_medium_term_outlook_report.pdf", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230401-05", "published": "2023-04-01", "title": "Alberta suppliers remelt blocked sulfur early in 2023 to pace exports", "summary": "Argus reported that earlier in 2023 suppliers were remelting solid sulfur inventory to keep pace with exporter demand, before late-year price weakness squeezed high-cost remelt tons. Remelt is the swing valve linking Alberta blocks to Vancouver liftings.", "topics": [ "inventory", "exports", "prices" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2523114-viewpoint-global-softness-to-pressure-northam-sulfur", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230415-29", "published": "2023-04-15", "title": "UAE among top three China sulfur origins as Gulf solids stay competitive", "summary": "Despite soft absolute prices, UAE remained a top-three China origin in 2023 volume terms (~1.1 Mt). Gulf granular sulfur competed with Canadian Vancouver cargoes into Yangtze and southern Chinese phosphate plants whenever freight and FOB spreads aligned.", "topics": [ "exports", "freight" ], "geography": [ "Middle East", "China", "Vancouver" ], "source": "IndexBox", "source_url": "https://www.indexbox.io/blog/china-sulphur-imports-2023/", "relevance": "low", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230501-06", "published": "2023-05-01", "title": "Kazakhstan Kashagan stock fine triggers inventory removal programme", "summary": "BC Insight links a significant Kazakh government fine over ~1.7 Mt of accumulated Kashagan sulfur stock to a concerted inventory-removal programme starting around 2023. The programme later added roughly 0.25 Mt/quarter to Kazakh exports through mid-2025.", "topics": [ "inventory", "policy", "exports" ], "geography": [ "Kazakhstan", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230515-24", "published": "2023-05-15", "title": "Heartland terminal forming capacity supports Edmonton-area sulfur exports", "summary": "Heartland Sulphur’s public materials describe ~4,500 t/d forming capacity at its Alberta Industrial Heartland terminal plus molten rail loading for North America. Commissioned around 2021 and expanded thereafter, the site is a key node converting crushed/blocked sulfur into exportable granules.", "topics": [ "company", "exports", "production" ], "geography": [ "Alberta", "Vancouver" ], "source": "Heartland Sulphur / Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2755482-heartland-ups-re-melting-capacity-at-alberta-terminal", "relevance": "medium", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230601-07", "published": "2023-06-01", "title": "Indonesia acid imports begin multi-year HPAL-driven surge", "summary": "CRU later noted Indonesia sulfuric acid imports jumped from about 0.31 Mt in 2022 to nearly 1.1 Mt in 2023 (+250%+), initially met by Japan and South Korea as HPAL nickel projects ramped. Nickel-related acid demand was on a path from ~3.5 Mt/yr in 2021 toward much higher mid-decade levels.", "topics": [ "demand", "exports" ], "geography": [ "Indonesia", "Global" ], "source": "CRU Group", "source_url": "https://www.crugroup.com/en/communities/thought-leadership/2026/CRU-launches-Indonesia-acid-price-as-nickel-sector-lifts-demand/", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230615-20", "published": "2023-06-15", "title": "Saudi Arabia begins voluntary sulfur stock draw ~0.15 Mt/quarter", "summary": "BC Insight reports Saudi Arabia added roughly 0.15 Mt per quarter to its export programme from stock drawdown as storage neared capacity and the logistics-buffer value of stocks diminished. Unlike Canada’s price-driven remelt, Saudi draws continued even in the lower-price surplus period.", "topics": [ "inventory", "exports" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230701-08", "published": "2023-07-01", "title": "Keyera–Enbridge South Cheecham sulfur facilities commence operations", "summary": "Keyera reports South Cheecham sulphur handling, forming, and storage facilities commenced operations at the beginning of Q3 2023 (JV with Enbridge). Gross project cost was about $285 million (Keyera net ~$143 million). The terminal includes roughly 4,400 t/d sulfur forming capacity near Fort McMurray.", "topics": [ "company", "exports", "production" ], "geography": [ "Alberta", "Vancouver" ], "source": "Keyera Corp.", "source_url": "https://www.keyera.com/wp-content/uploads/2026/01/2023-Keyera-Year-End-Report.pdf", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230715-09", "published": "2023-07-15", "title": "Tampa sulfur mid-year trough near $55/lt", "summary": "USGS records Tampa contract sulfur at about $55 per long ton in mid-July 2023, the softest print of the year and consistent with global surplus conditions after China’s 2022 demand shock and rising recovered sulfur supply.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2024", "source_url": "https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230731-27", "published": "2023-07-31", "title": "Battery-metals acid demand begins to offset soft phosphate sulfur pulls", "summary": "Industry outlooks through 2023 increasingly treated Indonesian HPAL and lithium acid as structural sulfur/acid demand that could firm markets even when phosphate affordability was weak. Global nickel-related sulfur use had already roughly doubled versus 2020.", "topics": [ "demand" ], "geography": [ "Indonesia", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/09/30/full-speed-ahead-for-indonesian-nickel/", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230801-10", "published": "2023-08-01", "title": "Port of Vancouver: sulfur +11% in 2023 to 3.10 Mt; dry bulk record", "summary": "VFPA’s 2023 cargo release highlighted sulfur volumes up 11% within record dry-bulk and overall port trade of 150.4 MMT (+6%). Full-year sulphur throughput was 3,103,912 tonnes, continuing the climb from 2.29 Mt (2021) and 2.79 Mt (2022).", "topics": [ "exports" ], "geography": [ "Vancouver" ], "source": "Vancouver Fraser Port Authority", "source_url": "https://www.portvancouver.com/article/strong-canadian-exports-support-record-2023-trade-volumes-through-port-vancouver", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230815-21", "published": "2023-08-15", "title": "Canada price-sensitive remelt slows as Vancouver softens", "summary": "Argus and CRU commentary contrast Canada’s remelt behaviour—accelerating when Vancouver FOB clears high logistics costs, slowing when prices fall—with Kazakhstan/Saudi regulatory or capacity-driven draws. Late-2023 Vancouver weakness at $72/t squeezed Alberta high-cost remelt economics.", "topics": [ "inventory", "prices", "exports" ], "geography": [ "Alberta", "Vancouver", "Canada" ], "source": "Argus Media / BC Insight", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2523114-viewpoint-global-softness-to-pressure-northam-sulfur", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230901-11", "published": "2023-09-01", "title": "US Jan–Sep sulfur production ~6 Mt; Gulf Coast +3% YoY to 3.57 Mt", "summary": "Argus citing USGS put US sulfur production in the first nine months of 2023 just over 6 Mt (+20,000 t YoY). Only the Gulf Coast region rose, with Jan–Sep output about 3.57 Mt (+3%), while other US regions declined year over year.", "topics": [ "production" ], "geography": [ "US Gulf" ], "source": "Argus Media (USGS data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2523114-viewpoint-global-softness-to-pressure-northam-sulfur", "relevance": "medium", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20230915-25", "published": "2023-09-15", "title": "Kazakhstan crushed-lump stock sales lift exports toward 2023 record path", "summary": "BC Insight notes Kazakhstan started a stock-drawdown programme in 2023 with crushed lump sulfur sales, later accelerating in 2024. Strict storage regulations mean almost all Tengiz/Kashagan sulfur is exported rather than blocked long term.", "topics": [ "inventory", "exports", "policy" ], "geography": [ "Kazakhstan", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20230930-12", "published": "2023-09-30", "title": "Tengiz sulfur output ~2.4 Mt in 2023; Kazakhstan export spike begins", "summary": "BC Insight reports Tengizchevroil sulfur production of 2.7 Mt (2021), 2.65 Mt (2022), and 2.4 Mt (2023). Combined with Kashagan stock drawdowns, Kazakhstan began lifting exports toward record levels into 2024, mainly by rail via Russia to Ust-Luga for Morocco and Africa.", "topics": [ "production", "exports", "inventory" ], "geography": [ "Kazakhstan", "Russia", "Morocco" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20231001-22", "published": "2023-10-01", "title": "USGS import sources still show Canada ~70%+ of US elemental sulfur", "summary": "USGS MCS 2024 import-source statistics for 2019–22 list Canada at 77% of US elemental sulfur imports (Russia 10%, Kazakhstan 9%). Total sulfur imports remained Canada-led (~70%), underscoring the molten rail corridor’s strategic weight even when Vancouver solid prices were soft.", "topics": [ "exports", "demand" ], "geography": [ "Canada", "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2024", "source_url": "https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20231015-13", "published": "2023-10-15", "title": "Alberta Jan–Oct sulfur production 3.78 Mt (+11% / +386 kt YoY)", "summary": "AER data cited by Argus show Alberta sulfur production in January–October 2023 at 3.78 Mt, up 386,000 t or more than 11% from the same period in 2022, as bitumen and heavy sour crude bolstered oil-sands sulfur output toward record highs.", "topics": [ "production" ], "geography": [ "Alberta", "Canada" ], "source": "Argus Media (AER data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2523114-viewpoint-global-softness-to-pressure-northam-sulfur", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20231101-14", "published": "2023-11-01", "title": "Global sulfur consumption for nickel ~3.5 Mt in 2023 vs 1.7 Mt in 2020", "summary": "BC Insight estimates global sulfur consumption for nickel production climbed from 1.7 Mt/a in 2020 to 3.5 Mt/a in 2023, mostly from Indonesian HPAL. The metals pull increasingly competed with phosphate for seaborne sulfur even in soft fertilizer years.", "topics": [ "demand", "production" ], "geography": [ "Indonesia", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/09/30/full-speed-ahead-for-indonesian-nickel/", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20231115-15", "published": "2023-11-15", "title": "Indonesia sulfur imports ~2.7 Mt in 2023 (~3× 2020 levels)", "summary": "S&P Global Energy commentary reported Indonesia imported about 2.7 Mt of sulfur in 2023, roughly three times the 2020 level, plus ~1 Mt of sulfuric acid (~8× 2020). Coastal sulfur burners began substituting lower-cost elemental sulfur for imported acid.", "topics": [ "demand", "exports" ], "geography": [ "Indonesia", "Global" ], "source": "S&P Global Energy", "source_url": "https://www.spglobal.com/energy/en/news-research/blog/agriculture/021225-indonesias-strategic-shift-in-mining-and-rising-demand-for-sulfuric-acid", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20231120-30", "published": "2023-11-20", "title": "TFI 2023 industry survey: geopolitics still top fertilizer risk theme", "summary": "TFI’s 2023 Industry Trends survey found broadly positive industry sentiment but flagged regulatory uncertainty and geopolitical risks among leading challenges. The backdrop matches a sulfur market still digesting 2022 war and Chinese-policy shocks.", "topics": [ "policy", "demand" ], "geography": [ "US Gulf", "Global" ], "source": "The Fertilizer Institute", "source_url": "https://www.tfi.org/wp-content/uploads/2024/03/industry-trends-issu-final.pdf", "relevance": "low", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20231130-23", "published": "2023-11-30", "title": "Red Sea / Suez risk begins to lengthen fertilizer and dry-bulk voyages", "summary": "Hellenic Shipping News and industry freight notes into late 2023–early 2024 described Red Sea security concerns prompting Cape of Good Hope reroutes, raising ton-miles and freights. Longer voyages raised delivered costs for Middle East sulfur and fertilizer cargoes into Asia and Europe.", "topics": [ "freight", "policy" ], "geography": [ "Middle East", "Global" ], "source": "Hellenic Shipping News", "source_url": "https://www.hellenicshippingnews.com/tighter-fleet-capacity-geopolitical-issues-longer-voyages-to-boost-2024-tanker-freight/", "relevance": "medium", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20231201-26", "published": "2023-12-01", "title": "China top sulfur suppliers 2023: Canada, Korea, UAE ~1.1–1.2 Mt each", "summary": "IndexBox 2023 trade breakdown lists Canada (~1.2 Mt), South Korea (~1.1 Mt), and UAE (~1.1 Mt) as China’s leading sulfur suppliers by volume, together about 39% of imports. Saudi Arabia, Japan, Qatar, Iran, and Kuwait made up much of the remainder.", "topics": [ "exports", "demand" ], "geography": [ "China", "Canada", "Middle East" ], "source": "IndexBox", "source_url": "https://www.indexbox.io/blog/china-sulphur-imports-2023/", "relevance": "medium", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20231214-16", "published": "2023-12-14", "title": "Vancouver FOB sulfur falls 25% in Q4 to $72/t midpoint mid-December", "summary": "Argus assessed Vancouver sulfur at $72/t fob midpoint on 14 December 2023, down 25% since the start of Q4 as Chinese demand waned and rising freight rates trimmed FOB netbacks. Soft Vancouver prices pressured North American liquid settlements into early 2024.", "topics": [ "prices", "freight", "demand" ], "geography": [ "Vancouver", "China" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2523114-viewpoint-global-softness-to-pressure-northam-sulfur", "relevance": "high", "data_type": "industry_estimate", "year": 2023 }, { "id": "sw-20231231-17", "published": "2023-12-31", "title": "Port of Vancouver sulfur 3.10 Mt in 2023; China imports recover to 8.8 Mt", "summary": "VFPA statistics put Vancouver sulphur at 3,103,912 t in 2023 (+11%). Separately, IndexBox reports China’s sulfur imports rose 16% to 8.8 Mt in 2023 after three years of decline, though import value fell to about $1.1B on lower prices. Canada supplied about 1.2 Mt into China.", "topics": [ "exports", "demand" ], "geography": [ "Vancouver", "China", "Canada" ], "source": "VFPA / IndexBox", "source_url": "https://www.portvancouver.com/sites/default/files/2024-08/Statistics-overview-2021-to-2023.pdf", "relevance": "high", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20231231-18", "published": "2023-12-31", "title": "USGS: world sulfur production ~85.8 Mt in 2023; Canada ~4.98 Mt", "summary": "USGS MCS 2025 lists world sulfur production about 85.8 Mt in 2023 and Canada about 4.98 Mt. China remained the largest producer near 19.4 Mt. Middle East exporters (Saudi, UAE, Qatar, Kuwait) continued to dominate seaborne trade volumes.", "topics": [ "production" ], "geography": [ "Canada", "China", "Middle East", "Global" ], "source": "USGS Mineral Commodity Summaries 2025", "source_url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2023 }, { "id": "sw-20240108-01", "published": "2024-01-08", "title": "Red Sea attacks cut Suez transits ~14%; Cape reroutes lift freights", "summary": "Hellenic Shipping News early-January 2024 commentary noted average Suez transits down about 14% since mid-December 2023 as Red Sea attacks prompted Cape of Good Hope reroutes. Longer voyages tightened vessel supply and raised insurance/freight costs for Middle East–Asia dry and product cargoes including sulfur.", "topics": [ "freight", "policy" ], "geography": [ "Middle East", "Global" ], "source": "Hellenic Shipping News", "source_url": "https://www.hellenicshippingnews.com/tighter-fleet-capacity-geopolitical-issues-longer-voyages-to-boost-2024-tanker-freight/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240115-02", "published": "2024-01-15", "title": "Tampa sulfur opens 2024 at $69/lt; Q1 soft after Vancouver slide", "summary": "USGS MCS 2025 reports Tampa contract sulfur began 2024 at $69 per long ton, rose to $81/lt in early March, eased to $76/lt in early July, with Q4 around the mid-$70s–low $80s band—still a soft year versus 2022 and 2025–26 spikes.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2025", "source_url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240131-20", "published": "2024-01-31", "title": "TFI USDA fertilizer comments republished; sulfur still key phosphate input", "summary": "TFI’s January 2024-posted USDA RFI comments reiterate sulfur’s role as a critical ammoniated-phosphate input and the 198% March 2021–March 2022 price spike as evidence of global supply-chain exposure for US fertilizer costs.", "topics": [ "policy", "prices", "demand" ], "geography": [ "US Gulf", "Global" ], "source": "The Fertilizer Institute", "source_url": "https://www.tfi.org/wp-content/uploads/2024/01/the_fertilizer_institute_comments_final_usda_rfi.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240201-03", "published": "2024-02-01", "title": "USGS: US sulfur production eases toward ~8.2 Mt estimate for 2024", "summary": "USGS MCS 2025 estimated US sulfur production about 8.2 Mt in 2024 (from 8.65 Mt in 2023) with world output near 85 Mt (from 85.8 Mt). Canada was about 5.0 Mt. Soft prices and steady refining/oil-sands balances defined the year before the 2025 rebound.", "topics": [ "production", "prices" ], "geography": [ "US Gulf", "Canada", "Global" ], "source": "USGS Mineral Commodity Summaries 2025", "source_url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240215-21", "published": "2024-02-15", "title": "IFA: MAP+DAP production seen +4% to 66.8 Mt in 2024; still below 2020", "summary": "IFA short-term outlook estimated phosphoric acid +4% to 88.4 Mt and MAP+DAP +4% to 66.8 Mt in 2024, led by China (+2 Mt) and Morocco (+1.1 Mt), yet still below 2020 peaks—moderating sulfur intensity growth versus metals HPAL demand.", "topics": [ "demand", "production" ], "geography": [ "China", "Morocco", "Global" ], "source": "International Fertilizer Association", "source_url": "https://fertilizer.org/wp-content/uploads/2025/02/2024_ifa_short_term_outlook_report.pdf", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240301-04", "published": "2024-03-01", "title": "Tampa sulfur lifts to $81/lt in early March 2024", "summary": "USGS notes Tampa contract sulfur increased to $81 per long ton in early March 2024 from the $69/lt year-open. The modest bounce reflected seasonal phosphate buying rather than a structural deficit.", "topics": [ "prices", "demand" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2025", "source_url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240315-29", "published": "2024-03-15", "title": "Canadian liquid sulfur rail to US ~900 kt supports molten corridor", "summary": "Argus early-2025 export notes looking back on 2024 said about 900,000 t of liquid sulfur moved by rail from Canada to the US market (USGS-linked). Tariff risk later encouraged gradual diversion of some Canadian tons toward Vancouver solid exports.", "topics": [ "exports", "freight", "policy" ], "geography": [ "Canada", "US Gulf", "Vancouver" ], "source": "Argus Media (USGS)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2670825-vancouver-jan-feb-sulphur-exports-rise-by-17pc", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240401-05", "published": "2024-04-01", "title": "South Cheecham priller operational after Jan–May startup issues", "summary": "Argus August 2024 reporting said the new South Cheecham priller was finally operational after long-standing operational issues from January to May. Restored forming capacity supported higher Vancouver exports and Alberta de-blocking even as some oil-sands plants reduced production.", "topics": [ "company", "exports", "production" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2611033-vancouver-sulphur-exports-rise-20pc-in-aug", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240501-06", "published": "2024-05-01", "title": "Kazakhstan sulfur exports on record path; +35% YoY through Oct", "summary": "BC Insight reports Kazakhstan sulfur exports totaled 4.02 Mt for the year to October 2024, up 35% YoY, with Morocco taking about 73% of sales. An estimated additional 1.2 Mt of stockpiled sulfur was sold in 2024 on top of higher Tengiz output (~2.65 Mt expected).", "topics": [ "exports", "inventory" ], "geography": [ "Kazakhstan", "Morocco", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240515-22", "published": "2024-05-15", "title": "Middle East refining upgrades flagged to lift sulfur supply from 2025", "summary": "USGS MCS 2025 noted that starting in 2025, Middle East sulfur production was expected to increase owing to upgrades and new refining projects, while HPAL battery-materials projects would raise sulfur demand—setting up the 2025 tightening that preceded 2026 conflict shocks.", "topics": [ "production", "demand" ], "geography": [ "Middle East", "Global" ], "source": "USGS Mineral Commodity Summaries 2025", "source_url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-sulfur.pdf", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240601-07", "published": "2024-06-01", "title": "Tengiz Wellhead Management Project lifts 2024 sulfur toward 2.65 Mt", "summary": "BC Insight notes Tengiz’s Wellhead Management Project completion in 2024 lifted sulfur output slightly, with full-year production expected around 2.65 Mt after 2.4 Mt in 2023. The Future Growth Project (oil) due 2025 reinjects associated gas and does not add sulfur sales volumes.", "topics": [ "production", "company" ], "geography": [ "Kazakhstan" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240615-23", "published": "2024-06-15", "title": "Indonesia switches from acid imports toward sulfur burning", "summary": "S&P and Argus describe Indonesian MHP producers (e.g. Halmahera Persada Lygend) switching to lower-cost elemental sulfur as sulfur-burning capacity ramps—about 1 t sulfur yields ~3 t sulfuric acid—making Indonesia a swing sulfur consumer on relative sulfur vs acid economics.", "topics": [ "demand", "company" ], "geography": [ "Indonesia", "Global" ], "source": "Argus Media / S&P Global", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2614510-indonesia-s-ni-expansion-via-hpal-could-face-challenges", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240630-30", "published": "2024-06-30", "title": "Global sulfur market still in surplus mid-2024 despite stock draws", "summary": "CRU’s late-2024 inventory review described the market since late 2022 as a global surplus with lower prices, even while Kazakhstan and Saudi Arabia voluntarily drew stocks. Canada’s remelt remained the clearest price-elastic supply response heading into 2025 tightness.", "topics": [ "inventory", "prices", "exports" ], "geography": [ "Global", "Alberta", "Kazakhstan", "Middle East" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240701-08", "published": "2024-07-01", "title": "Tampa sulfur eases to $76/lt in early July 2024", "summary": "USGS reports Tampa contract sulfur decreased to $76 per long ton in early July 2024 after the March $81/lt print. Mid-year softness persisted even as Canadian solid exports and Kazakh stock draws kept seaborne supply ample.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2025", "source_url": "https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240715-09", "published": "2024-07-15", "title": "Vancouver July 2023 strike aftershock: 2024 YTD exports still +15%", "summary": "Argus noted July 2023 Vancouver sulfur loadings were disrupted by a 13-day strike; by August 2024 Jan–Aug exports were still 15% above the prior year at 2.27 Mt. Base-effect and de-blocking both supported the 2024 export rebound.", "topics": [ "exports", "freight" ], "geography": [ "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2611033-vancouver-sulphur-exports-rise-20pc-in-aug", "relevance": "medium", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240731-10", "published": "2024-07-31", "title": "Indonesia Jan–Jul sulfur imports 1.92 Mt (+39%); July 425 kt (+400% YoY)", "summary": "BC Insight reports Indonesian sulfur imports in the first seven months of 2024 at 1.92 Mt (+39% YoY), with July alone at 425,000 t (up more than 400% YoY) as sulfur burners displaced acid imports. July acid imports fell 64% YoY to 64,000 t.", "topics": [ "demand", "exports" ], "geography": [ "Indonesia", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/09/30/full-speed-ahead-for-indonesian-nickel/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240801-24", "published": "2024-08-01", "title": "Alberta de-blocking accelerates despite some oil-sands output cuts", "summary": "Argus August 2024 coverage said more de-blocking was underway from Alberta’s substantial sulfur blocks even as some oil-sands plants and upgraders reduced production, because new forming capacity lifted remelting and reforming rates into Vancouver.", "topics": [ "inventory", "exports", "production" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2611033-vancouver-sulphur-exports-rise-20pc-in-aug", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240815-11", "published": "2024-08-15", "title": "Vancouver August sulfur exports 320,000 t (+20% MoM)", "summary": "Port data cited by Argus put August 2024 Vancouver sulfur exports at 320,000 t, up 20% from July, with China about 180,000 t, Australia, the US (~50,000 t), and New Zealand among destinations. De-blocking and restored Cheecham forming supported the lift.", "topics": [ "exports", "inventory" ], "geography": [ "Vancouver", "China", "Australia" ], "source": "Argus Media (Port of Vancouver data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2611033-vancouver-sulphur-exports-rise-20pc-in-aug", "relevance": "high", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20240831-12", "published": "2024-08-31", "title": "Argus: Indonesian HPAL acid demand ~5.17 Mt in 2024; 7.12 Mt seen for 2025", "summary": "Argus estimated sulfuric acid demand from Indonesian HPAL projects at about 5.17 Mt in 2024, nearly 40% below the 7.12 Mt expected for 2025 as MHP output targets rose toward 325–345 kt in 2024 from ~269 kt in 2023. Acid availability was flagged as a potential HPAL bottleneck.", "topics": [ "demand", "production" ], "geography": [ "Indonesia", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2614510-indonesia-s-ni-expansion-via-hpal-could-face-challenges", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240915-25", "published": "2024-09-15", "title": "Morocco takes ~73% of Kazakh sulfur sales in 2024 export surge", "summary": "BC Insight destination breakdown for Kazakhstan’s 2024 export surge put Morocco at about 73% of total sales and other African countries at 12%. The dependence later magnified 2026 damage when Russian rail transit of Kazakh sulfur was halted.", "topics": [ "exports", "demand" ], "geography": [ "Kazakhstan", "Morocco", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20240930-13", "published": "2024-09-30", "title": "BC Insight: global nickel sulfur use headed toward 6.7 Mt/a by 2028", "summary": "CRU/BC Insight September 2024 nickel feature projected global sulfur demand for nickel processing to rise to 6.7 Mt/a by 2028, largely from Indonesian HPAL ramp-ups. The metals call competed with phosphate for Middle East and Canadian solid cargoes.", "topics": [ "demand" ], "geography": [ "Indonesia", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/09/30/full-speed-ahead-for-indonesian-nickel/", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20241001-26", "published": "2024-10-01", "title": "Indonesia MHP output seen 325–345 kt in 2024 vs ~269 kt in 2023", "summary": "Argus cited Indonesian market sources expecting 325,000–345,000 t of MHP in 2024, up from about 269,000 t in 2023, with three-year targets toward 800–900 kt. Sulfuric acid/sulfur availability was repeatedly flagged as a limiting factor for the HPAL buildout.", "topics": [ "demand", "production" ], "geography": [ "Indonesia" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2614510-indonesia-s-ni-expansion-via-hpal-could-face-challenges", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20241015-14", "published": "2024-10-15", "title": "Kazakhstan stock draw ~+1.2 Mt sales in 2024; exports via Ust-Luga", "summary": "BC Insight estimates an additional 1.2 Mt of Kazakh stockpiled sulfur was sold during 2024, pushing exports to record levels mainly via rail across Russia to Ust-Luga near St Petersburg. Inventory sales were expected to end in 2025, allowing exports to fall back toward ~3.5 Mt/a from 2026.", "topics": [ "inventory", "exports", "freight" ], "geography": [ "Kazakhstan", "Russia", "Morocco" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20241101-15", "published": "2024-11-01", "title": "CRU: Canada remelt is price-driven; Kazakh/Saudi draws are not", "summary": "BC Insight’s November 2024 inventory essay contrasts Canada’s remelt—accelerating when Vancouver FOB clears high logistics costs—with Kazakhstan and Saudi Arabia stock draws that continued through the lower-price surplus period for regulatory and storage-capacity reasons.", "topics": [ "inventory", "prices", "exports" ], "geography": [ "Alberta", "Kazakhstan", "Middle East", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20241115-27", "published": "2024-11-15", "title": "Saudi stock location near capacity drives export programme additions", "summary": "CRU explained Saudi Arabia’s ~0.15 Mt/quarter stock-draw exports as a response to storage nearing capacity, reducing the strategic benefit of holding logistics-buffer inventory. Extra Gulf tonnes competed with Canadian and Kazakh solids into soft-price markets.", "topics": [ "inventory", "exports" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "medium", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20241130-16", "published": "2024-11-30", "title": "Kashagan inventory draw seen finishing by mid-2025 (~0.25 Mt/quarter)", "summary": "CRU estimated Kazakhstan’s Kashagan-linked stock-removal programme raised exports by about 0.25 Mt per quarter, with total inventory expected to be depleted by mid-2025. The end of forced draws was expected to let Kazakh exports normalize near 3.5 Mt/a from 2026—before 2026 transit bans intervened.", "topics": [ "inventory", "exports" ], "geography": [ "Kazakhstan", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2024/11/30/sulphur-inventory-availability-and-pricing/", "relevance": "high", "data_type": "industry_estimate", "year": 2024 }, { "id": "sw-20241201-28", "published": "2024-12-01", "title": "China Dec 2024 sulfur imports 760 kt; avg price $160.6/t rising into year-end", "summary": "Customs-linked reporting put December 2024 China sulfur imports at 760,000 t (+21.8% YoY, +12.2% MoM) with average import price $160.6/t (+45.6% YoY)—an early signal of firming into the 2025 price recovery after a soft full-year average near $116/t.", "topics": [ "prices", "exports" ], "geography": [ "China" ], "source": "China sulfuric acid network / customs", "source_url": "http://www.liusuan.org/plus/view.php?aid=18054", "relevance": "medium", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20241215-17", "published": "2024-12-15", "title": "China 2024 sulfur imports 9.95 Mt (+12.7%); avg price ~$116/t", "summary": "China customs figures reported via Mysteel/中国硫酸网 put 2024 sulfur imports at 9.952 Mt (+12.7% / +1.12 Mt YoY) despite domestic output rising to 11.13 Mt (+1.2%). Average import price was about $116.3/t (−8.4% YoY). Top origins: UAE 1.70 Mt, Canada 1.66 Mt, Korea 1.19 Mt, Saudi 1.13 Mt, Qatar 0.77 Mt.", "topics": [ "exports", "demand", "prices" ], "geography": [ "China", "Canada", "Middle East" ], "source": "Mysteel / China customs", "source_url": "https://www.mysteel.net/news/5076411-2024-china-sulfur-imports-grow-13-despite-of-higher-production", "relevance": "high", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20241231-18", "published": "2024-12-31", "title": "Port of Vancouver sulfur 3.35 Mt in 2024 (+8%); Argus cites 3.3 Mt exports +7%", "summary": "VFPA 2023–2025 statistics overview lists Port of Vancouver sulphur at 3,347,932 tonnes in 2024 (from 3.10 Mt in 2023). Argus separately reported 2024 Vancouver solid exports up 7% to 3.3 Mt, supported by de-blocking and prilling initiatives, plus ~900 kt Canadian liquid rail into the US (USGS).", "topics": [ "exports", "inventory" ], "geography": [ "Vancouver", "Alberta", "US Gulf" ], "source": "Vancouver Fraser Port Authority / Argus Media", "source_url": "https://www.portvancouver.com/sites/default/files/2026-03/2025%20Statistics%20overview%20%28En%29.pdf", "relevance": "high", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20241231-19", "published": "2024-12-31", "title": "USGS: Canada sulfur ~5.06 Mt in 2024; world ~83.9–85 Mt", "summary": "USGS MCS 2026 revises 2024 Canada sulfur production to about 5.06 Mt and world output near 83.9 Mt (MCS 2025 had used ~85 Mt / Canada ~5.0 Mt estimates). Soft unit values persisted before the 2025 Tampa climb from $116/lt toward $310/lt.", "topics": [ "production", "prices" ], "geography": [ "Canada", "Global", "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2024 }, { "id": "sw-20250115-40", "published": "2025-01-15", "title": "Tampa sulfur opens 2025 at $116/lt, starting the recovery year", "summary": "USGS MCS 2026 reports Tampa, FL contract sulfur began 2025 at $116 per long ton before climbing to $270/lt in early April, easing to $252/lt in early July, then reaching $310/lt in early October. Q4 2025 prices were the highest since Q2 2022.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250131-41", "published": "2025-01-31", "title": "BC Insight: Central Asia sulfur—Tengiz FGP reinjects gas, no extra sulfur sales", "summary": "January 2025 BC Insight Central Asia feature stressed Tengiz Future Growth Project oil gains reinject associated gas to maintain reservoir pressure and therefore do not add sulfur export volumes, even as 2024 Wellhead Management lifted output toward 2.65 Mt.", "topics": [ "production", "company" ], "geography": [ "Kazakhstan" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/", "relevance": "medium", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20250215-42", "published": "2025-02-15", "title": "Vancouver Jan–Feb sulfur exports 621 kt (+17%); China takes 278 kt", "summary": "Argus reported Port of Vancouver solid sulfur exports of 621,000 t in January–February 2025 (+17% YoY), with China the top recipient at 278,000 t, Australia 108,000 t, and Indonesia 59,000 t. Supportive prices and geopolitics were expected to encourage further de-blocking.", "topics": [ "exports", "demand" ], "geography": [ "Vancouver", "China", "Australia", "Indonesia" ], "source": "Argus Media (Port of Vancouver data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2670825-vancouver-jan-feb-sulphur-exports-rise-by-17pc", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250301-43", "published": "2025-03-01", "title": "US tariff risk on Canadian goods raises Vancouver diversion talk", "summary": "Argus noted threats of 25% tariffs on US-bound goods from early April encouraged Canadian suppliers to look for alternative markets accessible via Vancouver for some product historically railed as liquid into the US—though logistics contracts meant any diversion would be gradual.", "topics": [ "policy", "exports", "freight" ], "geography": [ "Canada", "US Gulf", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2670825-vancouver-jan-feb-sulphur-exports-rise-by-17pc", "relevance": "high", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20250401-44", "published": "2025-04-01", "title": "Tampa sulfur jumps to $270/lt in early April 2025", "summary": "USGS MCS 2026 tracks Tampa contract sulfur rising from $116/lt at the start of 2025 to $270/lt in early April—the first major step of the 2025 bull market that later peaked near $310/lt in October.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250415-51", "published": "2025-04-15", "title": "Vancouver FOB Jan–Jul average later prints $238/t vs $78/t a year earlier", "summary": "Argus mid-2025 reporting put the January–July Vancouver FOB average at $238/t, more than triple the $78/t average a year earlier—clearing the >$150/t export-process cost hurdle that governs Alberta remelt economics.", "topics": [ "prices", "exports", "inventory" ], "geography": [ "Vancouver", "Alberta" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2731279-alberta-sulfur-inventories-fall-as-exports-climb", "relevance": "high", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20250515-45", "published": "2025-05-15", "title": "China sulfuric acid exports surge path toward 4.65 Mt full-year 2025", "summary": "Later CRU/SMM analysis put China’s full-year 2025 sulfuric acid exports near 4.65 Mt (+73% YoY), a flood of seaborne acid that competed with elemental sulfur burners before the 2026 export halt reversed the flow.", "topics": [ "exports", "demand" ], "geography": [ "China", "Global" ], "source": "CRU / SMM", "source_url": "https://www.crugroup.com/en/communities/thought-leadership/2026/chinas-export-halt-reinforces-bullish-sulphuric-acid-sentiment/", "relevance": "medium", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20250601-46", "published": "2025-06-01", "title": "Heartland raises remelt capacity 40% to 700 t/d; targets 1,500 t/d by end-2026", "summary": "Argus reported Heartland Sulphur increased re-melting capacity at its Edmonton-area terminal by 40% to 700 t/d (from 500 t/d) and plans 1,500 t/d by end-2026—triple the original 2021 commissioning rate—supporting crushed-bulk remelt into molten rail and Vancouver granules.", "topics": [ "company", "inventory", "exports" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2755482-heartland-ups-re-melting-capacity-at-alberta-terminal", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250615-53", "published": "2025-06-15", "title": "CRU: nickel-related Indonesia acid demand path ~16 Mt/yr by 2025", "summary": "CRU later summarized nickel-related acid demand in Indonesia surging to about 16 Mt/year in 2025 from 3.5 Mt/yr in 2021, with sulfur-burnt acid the main domestic source and acid imports still needed at ~1.0 Mt in 2025 (47% CAGR since 2021).", "topics": [ "demand" ], "geography": [ "Indonesia", "Global" ], "source": "CRU Group", "source_url": "https://www.crugroup.com/en/communities/thought-leadership/2026/CRU-launches-Indonesia-acid-price-as-nickel-sector-lifts-demand/", "relevance": "medium", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20250701-01", "published": "2025-07-01", "title": "Alberta sulfur closing inventory at 11.66 Mt, lowest since May 2019", "summary": "Alberta Energy Regulator data cited in open market reporting put July 2025 closing sulfur inventory at 11.66 million tonnes, down more than 377,000 t (about 3%) year over year and the lowest reading since May 2019. Suppliers drew blocked stocks for remelt and rail to BC/Alberta prilling sites as Vancouver export prices stayed elevated. Export logistics costs typically exceed $150/t, so inventory draws concentrate when FOB margins clear that hurdle.", "topics": [ "inventory", "exports", "prices" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media (AER data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2731279-alberta-sulfur-inventories-fall-as-exports-climb", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250715-47", "published": "2025-07-15", "title": "Tampa sulfur eases to $252/lt in early July before autumn spike", "summary": "USGS notes Tampa contract sulfur eased to $252/lt in early July 2025 after the April $270/lt print, then resumed climbing to $310/lt by early October. Average US elemental sulfur unit value for 2025 was estimated at about $180/t versus $46.42/t in 2024.", "topics": [ "prices" ], "geography": [ "US Gulf" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250731-02", "published": "2025-07-31", "title": "Vancouver solid sulfur exports Jan–Jul 2025 rise nearly 5% to 2.04 Mt", "summary": "Port-linked reporting showed Vancouver solid sulfur exports of about 2.04 million tonnes in January–July 2025, up nearly 5% year over year. Destination shifts included Brazil at 122,842 t (nearly threefold YoY), Cuba at 122,467 t (+96,041 t), and Australia at 356,234 t (+5%), while Indonesia slipped 23%. The Argus Vancouver FOB average for Jan–Jul was $238/t, more than triple the $78/t average a year earlier.", "topics": [ "exports", "prices", "demand" ], "geography": [ "Vancouver", "Brazil", "Australia", "Indonesia", "Global" ], "source": "Argus Media (Port of Vancouver data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2731279-alberta-sulfur-inventories-fall-as-exports-climb", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250815-52", "published": "2025-08-15", "title": "China takes 133,907 t of August Vancouver sulfur; US 51,249 t", "summary": "Port of Vancouver data via Argus showed August 2025 sulfur exports of 304,675 t (−5% YoY) with China 133,907 t and the US 51,249 t (likely Tampa-linked). January–August exports remained ahead YoY at about 2.35 Mt (+3%).", "topics": [ "exports" ], "geography": [ "Vancouver", "China", "US Gulf" ], "source": "Argus Media (Port of Vancouver data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2738944-vancouver-sulfur-exports-down-on-year-in-aug", "relevance": "medium", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250831-03", "published": "2025-08-31", "title": "August Vancouver sulfur exports fall 5% YoY to 304,675 t", "summary": "Port of Vancouver data showed August 2025 sulfur exports at 304,675 t, down 5% from 320,178 t in August 2024, as buyers resisted elevated prices early in the third quarter. China took 133,907 t and the US 51,249 t (likely Tampa). Jan–Aug exports were still ahead YoY at about 2.35 Mt (+3%).", "topics": [ "exports", "prices" ], "geography": [ "Vancouver", "China", "US Gulf" ], "source": "Argus Media (Port of Vancouver data)", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2738944-vancouver-sulfur-exports-down-on-year-in-aug", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20250901-48", "published": "2025-09-01", "title": "Argus estimates September Vancouver exports near 386 kt; Jan–Sep ~2.73 Mt", "summary": "Argus estimated September 2025 Vancouver exports near 386,000 t, which would lift January–September loadings to about 2.73 Mt (+11% / +267,269 t YoY) as metals demand and fertilizer buying supported elevated FOB prices near $305–310/t in early October.", "topics": [ "exports", "prices", "demand" ], "geography": [ "Vancouver", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2738944-vancouver-sulfur-exports-down-on-year-in-aug", "relevance": "high", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20250912-04", "published": "2025-09-12", "title": "Alberta inventory draw continues as Vancouver margins support remelt", "summary": "Open Argus reporting on AER figures framed Alberta's July stock draw as the start of a broader 2025 remelt cycle: blocked sulfur is excavated, melted, formed, and railed to Vancouver/Port Moody for vessel loading. With Vancouver FOB averages near $238/t through July, producers had incentive to pull inventory despite export process costs above $150/t. Further inventory declines were expected into year-end if prices and outbound liftings held.", "topics": [ "inventory", "freight", "exports" ], "geography": [ "Alberta", "Vancouver" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2731279-alberta-sulfur-inventories-fall-as-exports-climb", "relevance": "high", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20251002-05", "published": "2025-10-02", "title": "Argus Vancouver FOB spot sulfur assessed at $305–310/t", "summary": "Argus Vancouver FOB spot prices reached $305–310/t on 2 October 2025, up about $192.50/t on a midpoint basis from the same period in 2024. Global support came from metals demand (including Indonesian sulfur burners) plus seasonal fertilizer buying. Argus estimated September Vancouver exports near 386,000 t, which would lift Jan–Sep 2025 loadings to about 2.73 Mt (+11% / +267,269 t YoY).", "topics": [ "prices", "exports", "demand" ], "geography": [ "Vancouver", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2738944-vancouver-sulfur-exports-down-on-year-in-aug", "relevance": "high", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20251003-06", "published": "2025-10-03", "title": "Brazil triples Vancouver sulfur intake as US tariff risk redirects cargoes", "summary": "Canadian suppliers delivered 122,842 t of sulfur to Brazil from Vancouver in January–August 2025, nearly threefold the prior-year pace. Reporting linked Brazilian preference for Canadian and Middle East origins to reciprocal-tariff risk on US goods. The shift illustrates how West Coast Canadian solid sulfur competes into Atlantic Basin phosphate markets when US Gulf economics or policy change.", "topics": [ "exports", "demand", "policy" ], "geography": [ "Vancouver", "Brazil", "US Gulf" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2738944-vancouver-sulfur-exports-down-on-year-in-aug", "relevance": "medium", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20251015-07", "published": "2025-10-15", "title": "USGS: Tampa contract sulfur climbs from $116 to $310/lt through 2025", "summary": "USGS Mineral Commodity Summaries 2026 report that Tampa, FL contract sulfur began 2025 at $116 per long ton, rose to $270/lt in early April, eased to $252/lt in early July, then reached $310/lt in early October 2025. Fourth-quarter 2025 prices were the highest since Q2 2022. Average US elemental sulfur unit value jumped to an estimated $180/t in 2025 from $46.42/t in 2024.", "topics": [ "prices" ], "geography": [ "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20251020-49", "published": "2025-10-20", "title": "China full-year 2025 sulfur imports ~9.61 Mt (−3.5%); avg price ~$274/t", "summary": "SunSirs customs summary put China’s 2025 sulfur imports at 9.6084 Mt (−3.46% YoY) with average import price $274.02/t (+134% YoY). July peaked at 1.094 Mt; December fell to 422,400 t as high overseas prices and phosphate-export pauses chilled buying.", "topics": [ "exports", "prices", "demand" ], "geography": [ "China" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/detail_news-30339.html", "relevance": "high", "data_type": "verified_public", "year": 2025 }, { "id": "sw-20251101-50", "published": "2025-11-01", "title": "Gazprom Astrakhan damage prompts Russian industrial sulfur export ban", "summary": "Industry reporting ties late-2025 Russian industrial sulfur export restrictions to damage at Gazprom’s Astrakhan gas-processing complex. The ban later extended through 2026 and combined with Kazakh transit curbs to remove a major CIS seaborne supply path.", "topics": [ "policy", "exports", "production" ], "geography": [ "Russia", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "high", "data_type": "industry_estimate", "year": 2025 }, { "id": "sw-20251115-09", "published": "2025-11-15", "title": "Russia bans industrial sulfur exports after Astrakhan damage", "summary": "Damage to Gazprom's Astrakhan gas-processing complex prompted a Russian industrial sulfur export ban from late 2025 (later extended). Trade press estimate Kazakhstan had been moving about 0.3 Mt/month of sulfur through Russian ports before subsequent transit curbs, with Morocco and Brazil as key 2026 destinations. The ban removed a secondary supply path that phosphate buyers had used when Gulf cargoes tightened.", "topics": [ "policy", "exports", "freight" ], "geography": [ "Russia", "Kazakhstan", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20251130-08", "published": "2025-11-30", "title": "Syncrude Fort McMurray sulfur stockpile falls below 10 Mt", "summary": "Industry commentary citing site inventory put Syncrude's Fort McMurray sulfur holdings at just over 9.9 million tonnes at end-November 2025, the first sub-10 Mt print since 2019. Stocks were drawn by nearly 400,000 t between end-2024 and November 2025. Mobilizing incremental Alberta blocks still requires excavate–melt–form–rail logistics, limiting how fast Canadian inventory can replace lost Middle East seaborne supply.", "topics": [ "inventory", "company", "exports" ], "geography": [ "Alberta" ], "source": "CRU/BC Insight-linked industry commentary", "source_url": "https://www.linkedin.com/posts/fredagordon_we-have-been-asked-repeatedly-whether-sulphur-activity-7439328375787229184-kfbW", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20251212-10", "published": "2025-12-12", "title": "China industry groups urge phosphate fertilizer export halt through August 2026", "summary": "Bloomberg and state-media reporting said Chinese fertilizer associations, following an NDRC-linked meeting, urged major producers to suspend phosphate fertilizer exports until August 2026 to protect domestic spring planting supply. The signal tightened global phosphate availability into 2026 and raised the strategic value of sulfuric acid and elemental sulfur for Chinese domestic MAP/DAP runs. Subsequent customs measures in March 2026 further limited export declarations for mainstream phosphates.", "topics": [ "policy", "demand" ], "geography": [ "China", "Global" ], "source": "Bloomberg / China Chemical News via SunSirs", "source_url": "https://www.bloomberg.com/news/articles/2025-12-12/china-groups-urge-firms-to-halt-phosphate-exports-until-august", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20251215-54", "published": "2025-12-15", "title": "US average elemental sulfur unit value ~$180/t in 2025 vs $46 in 2024", "summary": "USGS MCS 2026 estimates average US elemental sulfur unit value at about $180/t in 2025, up from $46.42/t in 2024, reflecting the Tampa contract climb and global tightness into year-end as Russian export restrictions began.", "topics": [ "prices" ], "geography": [ "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20251231-11", "published": "2025-12-31", "title": "Port of Vancouver sulfur throughput reaches 3.5 MMT in 2025 (+5%)", "summary": "Vancouver Fraser Port Authority statistics show fertilizer cargo through the Port of Vancouver at 14.0 MMT in 2025 (+21% YoY), including potash at a record 10.5 MMT (+28%) and sulphur at 3.5 MMT (+5%). Total port cargo hit a record 170.4 MMT (+8%). Destination markets for fertilizer included Brazil, China, and Indonesia.", "topics": [ "exports" ], "geography": [ "Vancouver", "Brazil", "China", "Indonesia" ], "source": "Vancouver Fraser Port Authority", "source_url": "https://www.portvancouver.com/sites/default/files/2026-03/2025%20Statistics%20overview%20%28En%29.pdf", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260206-12", "published": "2026-02-06", "title": "USGS: US sulfur production slips to 8.1 Mt in 2025; world output ~84 Mt", "summary": "USGS MCS 2026 estimates US sulfur production (all forms) at 8.1 million tonnes in 2025 (−3% from 8.32 Mt in 2024), with elemental recovered sulfur about 7.6 Mt. Apparent consumption fell to 9.1 Mt. World production was an estimated 84 Mt versus 83.9 Mt in 2024. Canada production is listed at about 5.0 Mt (2025e) after 5.06 Mt reported for 2024.", "topics": [ "prices", "demand", "exports" ], "geography": [ "US Gulf", "Canada", "Global" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260206-13", "published": "2026-02-06", "title": "USGS: Canada supplies 53% of US elemental sulfur imports (2021–24)", "summary": "USGS import-source statistics for 2021–24 show Canada provided 53% of US recovered elemental sulfur imports, with Mexico 7%, Iraq 6%, and Kazakhstan 6%. Sulfuric acid imports were led by Canada (54%) and Mexico (22%). Net import reliance for sulfur was estimated at 14% of apparent US consumption in 2025.", "topics": [ "exports", "demand" ], "geography": [ "Canada", "US Gulf", "Global" ], "source": "USGS Mineral Commodity Summaries 2026", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2026 }, { "id": "sw-20260301-14", "published": "2026-03-01", "title": "TFI: nearly 50% of global sulfur trade exposed to Hormuz disruption", "summary": "The Fertilizer Institute's March 2026 conflict brief states high-risk Gulf exporters (Saudi Arabia, Bahrain, UAE, Kuwait, Qatar) accounted for about 41% of global sulfur exports in 2025, with Iran adding ~4%. Combined with at-risk nearby origins, nearly 50% of global sulfur trade is tied to Strait of Hormuz exposure. US sulfur import reliance on conflict-exposed supply is estimated at 10–20% of domestic supply.", "topics": [ "policy", "freight", "exports" ], "geography": [ "Middle East", "US Gulf", "Global" ], "source": "The Fertilizer Institute", "source_url": "https://www.tfi.org/wp-content/uploads/2026/03/Fertilizer-and-the-Middle-East-Conflict-2.pdf", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260301-35", "published": "2026-03-01", "title": "Canada Action: Canada produced >4.43 Mt sulfur and exported $1.45B in 2025", "summary": "Canada Action's public sulfur fact sheet cites 2025 Canadian sulfur production above 4.43 Mt (monthly averages 314,000–420,000 t) and export value of $1.45 billion, ranking sulfur the 76th most exported Canadian product. Port of Vancouver moved 3.5 Mt of sulfur in 2025. Figures align directionally with USGS/BC Insight production-export ranges and reinforce Canada's role as a swing solid-sulfur supplier via Vancouver.", "topics": [ "exports", "prices" ], "geography": [ "Canada", "Vancouver", "Alberta" ], "source": "Canada Action (StatCan/Statista citations)", "source_url": "https://www.canadaaction.ca/sulphur-canada-facts", "relevance": "medium", "data_type": "industry_estimate", "year": 2026 }, { "id": "sw-20260314-18", "published": "2026-03-14", "title": "China customs halt phosphate fertilizer export declarations through August", "summary": "Trade press reported that from mid-March 2026 Chinese customs stopped accepting export declarations for mainstream MAP/DAP and related phosphates through August, implementing the December industry consensus. Leading producers including Yuntianhua, Xingfa, and Xinyangfeng halted outbound phosphate fertilizer shipments. Non-fertilizer phosphorus chemicals (e.g. purified phosphoric acid, iron phosphate) were described as outside the fertilizer suspension.", "topics": [ "policy", "demand" ], "geography": [ "China", "Global" ], "source": "ChemNet / industry press", "source_url": "https://news.chemnet.com/news-3305.html", "relevance": "medium", "data_type": "verified_public", "year": 2026 }, { "id": "sw-20260315-17", "published": "2026-03-15", "title": "Port of Vancouver publishes 2023–2025 cargo statistics overview", "summary": "VFPA released its three-year statistics overview tabulating Port of Vancouver throughput by commodity for 2023–2025, including fertilizer/sulphur lines used by trade media for the 3.5 MMT 2025 sulfur figure. The public PDF is the primary open source for annual Vancouver sulfur tonnage and YoY fertilizer growth (+21% to 14.0 MMT). It anchors Canadian West Coast export intelligence for Sulfur Wire backfills.", "topics": [ "exports" ], "geography": [ "Vancouver" ], "source": "Vancouver Fraser Port Authority", "source_url": "https://www.portvancouver.com/sites/default/files/2026-03/2025%20Statistics%20overview%20%28En%29.pdf", "relevance": "medium", "data_type": "verified_public", "year": 2026 }, { "id": "sw-20260323-15", "published": "2026-03-23", "title": "Hormuz closure shock: ~45% of seaborne sulfur must transit the strait", "summary": "BC Insight notes that around 45% of the roughly 39 million tonnes of sulfur transported internationally each year must traverse the Strait of Hormuz. Pre-conflict tightness (Russian export ban, Tengizchevroil outage) had already lifted prices toward 2008 levels; Hormuz force majeures and production cuts in Bahrain, Kuwait, Qatar, and Saudi Arabia then spiked Brazil to $560–590/t CFR and the Mediterranean to $580–590/t CFR in March reporting.", "topics": [ "freight", "policy", "prices" ], "geography": [ "Middle East", "Brazil", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/03/23/dire-straits/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260323-16", "published": "2026-03-23", "title": "Canada oil sands sulfur ~3.0 Mt in 2025; inventory remelt cycle underway", "summary": "BC Insight estimates Canada produced about 4.7 Mt of sulfur in 2025 (sixth globally) and exported about 4.57 Mt (third behind UAE and Saudi Arabia). Oil sands contributed ~3.0 Mt, or 63% of Canadian output. High prices drove inventory declines through 2025, with ~1.5 Mt of Canadian blocked sulfur expected to be remelted and sold across 2025–2030 as additional remelt capacity commissions by end-2026.", "topics": [ "inventory", "exports", "company" ], "geography": [ "Alberta", "Canada", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/03/23/oil-sands-sulphur/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260501-19", "published": "2026-05-01", "title": "China imposes near-total sulfuric acid export halt from May 2026", "summary": "Market reports and CRU analysis describe China moving from acid export quotas (about 700,000 t Jan–Apr 2026 vs ~1.3 Mt a year earlier) to a near-total export halt from early May. China had exported about 4.65 Mt of sulfuric acid in 2025 (+73% YoY); H1 2026 exports fell to ~0.78 Mt (−64%), with June collapsing to ~980 t. The exit removes a key seaborne acid source for fertilizer and metals consumers in Asia and beyond.", "topics": [ "policy", "exports", "demand" ], "geography": [ "China", "Global" ], "source": "CRU / SMM / Exiger", "source_url": "https://www.crugroup.com/en/communities/thought-leadership/2026/chinas-export-halt-reinforces-bullish-sulphuric-acid-sentiment/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260522-20", "published": "2026-05-22", "title": "CRU: Middle East supplied 76–93% of sulfur imports for key Asian/African buyers in 2025", "summary": "BC Insight notes 2025 dependence on Middle East sulfur at 76% for Indonesia, 84% for India, and 93% for southern Africa. Policy and geopolitical shocks therefore dominate sulfur and phosphate price discovery over seasonal fertilizer fundamentals. When Hormuz flows impair, buyers cannot always solve shortages by paying up because cargo availability itself is rationed.", "topics": [ "demand", "freight", "policy" ], "geography": [ "Middle East", "India", "Indonesia", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/05/22/the-impact-of-fertilizer-policies-on-sulphur-markets/", "relevance": "medium", "data_type": "industry_estimate", "year": 2026 }, { "id": "sw-20260526-21", "published": "2026-05-26", "title": "Russia halts rail transit of Kazakh sulfur to Russian ports", "summary": "Russia's Federal Agency for Railway Transport (Roszheldor) ordered a temporary cessation, effective 26 May 2026, of rail loading/movement of Kazakh-origin sulfur destined for Russian seaports and border checkpoints. Kazakhstan had relied on Russian Baltic/Black Sea gateways for roughly 0.3 Mt/month of sulfur exports. The order effectively closes the main logistics path even where third-country transit had been nominally allowed under Russia's own export ban.", "topics": [ "policy", "freight", "exports" ], "geography": [ "Russia", "Kazakhstan", "Global" ], "source": "BC Insight / Roszheldor reporting", "source_url": "https://www.bcinsight.crugroup.com/2026/07/13/russia-bans-rail-transport-of-kazakh-sulphur/", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260531-22", "published": "2026-05-31", "title": "China May 2026 sulfur imports fall 66% YoY to 268,300 t; avg price ~$799/t", "summary": "SunSirs customs-linked figures put China's May 2026 sulfur imports at 268,300 t (−66.41% YoY), the second-lowest monthly volume in nearly 20 years, with average import price about $798.96/t. Cumulative Jan–May imports were 2.1154 Mt (−51.44% YoY). Phosphate fertilizer utilization reportedly fell toward ~40% for MAP and ~30% for DAP as sulfur costs soared as a share of production cost.", "topics": [ "exports", "prices", "demand" ], "geography": [ "China" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/detail_news-34347.html", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260615-28", "published": "2026-06-15", "title": "Alberta wildfire risk eases near ~3 Mt/a oil sands sulfur capacity belt", "summary": "BC Insight reported early-June rainfall helped hold Lac la Biche-area wildfires that had prompted evacuation alerts near Cenovus, CNRL, and ConocoPhillips in-situ sites. The broader Alberta oil sands/upgrader belt has nearly 3 Mt/a of sulfur production capacity, including ~2.2 Mt/a near Fort McMurray (Suncor, Syncrude, CNRL Horizon) and ~700,000 t/a around Edmonton (Shell Scotford ~580,000 t/a; Redwater ~130,000 t/a).", "topics": [ "company", "exports" ], "geography": [ "Alberta" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2026/03/23/oil-sands-sulphur/", "relevance": "medium", "data_type": "industry_estimate", "year": 2026 }, { "id": "sw-20260621-23", "published": "2026-06-21", "title": "Cartagena Refinery commissions 1,000 t/d sulfur pelletising plant", "summary": "Ecopetrol's Cartagena Refinery said it entered the solid sulfur market with a new pelletising plant rated at 1,000 t/d, dispatching a first 260 t domestic shipment. The company targets Colombian fertilizer, chemical, and mining demand plus exports to Brazil, Peru, and Africa. The project adds a small but concrete new Atlantic Basin solid-sulfur origin amid Middle East logistics stress.", "topics": [ "company", "exports" ], "geography": [ "Global", "Brazil" ], "source": "BC Insight (company statement)", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "medium", "data_type": "verified_public", "year": 2026 }, { "id": "sw-20260625-24", "published": "2026-06-25", "title": "Russia extends industrial sulfur export ban to 31 December 2026", "summary": "SMM reported Russian Decree No. 785 (25 June 2026) extending the industrial sulfur export ban covering liquid, granular, and lump sulfur to 31 December 2026. Officials framed the extension as prioritizing domestic fertilizer production and food security. Combined with the May Kazakh rail transit halt, CIS sulfur availability for Morocco/Brazil routes remained constrained into H2.", "topics": [ "policy", "exports" ], "geography": [ "Russia", "Global" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/103978838-smm-flash-kazakhstan-follows-russia-in-full-suspension-of-sulfur-exports", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260627-25", "published": "2026-06-27", "title": "Kazakhstan suspends sulfur exports until further notice", "summary": "Kazakhstan Ministry of Energy Order No. 1363 (26 June) fully suspended sulfur exports from 27 June 2026 until further notice, covering liquid, granular, and lump sulfur, with an exception for shipments to Russian railway stations. Coming one day after Russia's ban extension, the dual CIS restrictions further reduced seaborne alternatives for phosphate producers already short Middle East cargoes.", "topics": [ "policy", "exports" ], "geography": [ "Kazakhstan", "Russia", "Global" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/103978838-smm-flash-kazakhstan-follows-russia-in-full-suspension-of-sulfur-exports", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260630-26", "published": "2026-06-30", "title": "China H1 2026 sulfur imports ~2.26 Mt (−57.7%); source mix shifts to Korea/Oman/Canada", "summary": "SMM customs analysis puts China Jan–Jun 2026 sulfur imports at about 2.26 Mt, down 57.7% from ~5.34 Mt a year earlier, with the monthly average falling from ~0.80 Mt to ~0.38 Mt. Full-year 2025 imports were ~9.61 Mt. Gulf-4 share of China's import mix roughly halved (~35% to ~20%), while South Korea, Oman, and Canada rose to a combined ~58%. June imports of ~0.147 Mt marked a multi-year low.", "topics": [ "exports", "demand", "policy" ], "geography": [ "China", "Canada", "Middle East" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/104014208-smm-analysis-three-charts-illustrating-chinas-sulphur-and-sulphuric-acid-customs-import-and-export-in-h1-2026", "relevance": "high", "data_type": "verified_public" }, { "id": "sw-20260630-27", "published": "2026-06-30", "title": "Nickel Industries starts ENC HPAL sulfuric acid plant in Sulawesi", "summary": "Nickel Industries announced startup of the sulfuric acid plant at its Excelsior Nickel Cobalt (ENC) HPAL project at IMIP, Central Sulawesi, in the final week of June 2026. At capacity the project targets roughly 72,000 t/a contained nickel equivalent as MHP, sulfate, and cathode. New HPAL acid demand in Indonesia remains a structural pull on sulfur/acid markets even when phosphate affordability weakens.", "topics": [ "demand", "company" ], "geography": [ "Indonesia", "Global" ], "source": "BC Insight", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "medium", "data_type": "verified_public", "year": 2026 }, { "id": "sw-20260708-29", "published": "2026-07-08", "title": "Middle East sulfur: ~2.3 Mt production loss; exports −1 Mt+/month since March", "summary": "CRU/BC Insight mid-year update estimates Middle East sulfur production loss around 2.3 Mt since conflict onset, with monthly exports down more than 1.0 Mt/month since March 2026. The region contributed over 45% of seaborne sulfur trade in 2025. Spot FOB prices climbed from roughly $500/t pre-conflict to $1,100–1,200/t by late June 2026, exceeding 2008 and 2022 peaks and forcing phosphate capacity cuts at OCP, Mosaic, and Chinese plants.", "topics": [ "exports", "prices", "freight", "policy" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260709-30", "published": "2026-07-09", "title": "US Gulf spot sulfur export assessed at $1,100–1,150/t FOB", "summary": "Argus assessed US Gulf refinery spot sulfur exports at $1,100–1,150/t FOB on 9 July 2026, well above the Tampa domestic liquid contract. Q2 cargoes reached unusual destinations including North Africa (fertilizer) and East Africa (copper belt) as Middle East flows dwindled. Some US Gulf producers lack solid-export infrastructure and remain dependent on domestic molten consumers, raising demand-destruction risk if phosphate runs stay curtailed.", "topics": [ "prices", "exports" ], "geography": [ "US Gulf", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2851577-tampa-3q-liquid-sulphur-price-hits-record-705-lt", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260713-31", "published": "2026-07-13", "title": "Tampa Q3 2026 molten sulfur contract hits record $705/lt", "summary": "Third-quarter Tampa delivered molten sulfur contracts settled at a record $705/long tonne, up $50/lt (8%) from $655/lt in Q2 2026, after Q2 had already surpassed the prior 2008 peak. The settlement reflects persistent global tightness while still moderating versus Gulf spot exports above $1,100/t amid phosphate affordability concerns. Mosaic/Nutrien domestic contract negotiations remain the US Gulf liquid benchmark for phosphate feedstock costs.", "topics": [ "prices", "demand" ], "geography": [ "US Gulf" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2851577-tampa-3q-liquid-sulphur-price-hits-record-705-lt", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260714-32", "published": "2026-07-14", "title": "Hormuz sulfur backlog: >0.5 Mt loaded vessels stranded; >1.0 Mt onshore stocks", "summary": "CRU estimates more than 0.5 Mt of sulfur is loaded and stranded inside the Strait, with onshore Gulf inventory thought to exceed 1.0 Mt and regional production at 60–70% of pre-conflict rates. Even with de-escalation signals, bringing exports back above 1 Mt/month may take until August–September 2026 because of vessel capacity bottlenecks and restart risk (including a fatal explosion at Qatar's Barzan facility during restart).", "topics": [ "freight", "inventory", "exports" ], "geography": [ "Middle East", "Global" ], "source": "BC Insight / CRU", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260714-33", "published": "2026-07-14", "title": "OCP phosphate runs cut up to 50% in Q2 on sulfur shortage", "summary": "CRU reports OCP cut Moroccan phosphate capacity by up to 50% through Q2 2026 as sulfur availability and prices deteriorated; Mosaic also curtailed at three US/Brazil locations. Separate Argus reporting in mid-July said OCP had been operating near 50% in June on sulfur shortage but theoretically had enough sulfur to run at full rates in July–August if logistics held. Sulfur rationing, not only price, is now the binding constraint for several phosphate majors.", "topics": [ "demand", "company", "prices" ], "geography": [ "Morocco", "US Gulf", "Brazil", "Global" ], "source": "BC Insight / Argus Media", "source_url": "https://www.bcinsight.crugroup.com/2026/07/14/sulphur-market-update/", "relevance": "high", "data_type": "industry_estimate" }, { "id": "sw-20260717-34", "published": "2026-07-17", "title": "OCP sells 50% of JFC 1 unit to Koch; JV phosphate capacity to 2.5 Mt/yr", "summary": "Argus reported OCP Nutricrops sold a 50% stake in Jorf Fertilizers Company 1 (1.2 Mt/yr nameplate phosphate fertilizers) to Koch Ag & Energy Solutions, lifting OCP–Koch JV capacity to 2.5 Mt/yr with the existing Kofert venture. The deal follows a US suspension of countervailing duties on Moroccan phosphates for eight months. Sulfur feedstock security remains a near-term operating constraint for Jorf complex utilization.", "topics": [ "company", "policy", "demand" ], "geography": [ "Morocco", "US Gulf", "Global" ], "source": "Argus Media", "source_url": "https://www.argusmedia.com/en/news-and-insights/latest-market-news/2731279-alberta-sulfur-inventories-fall-as-exports-climb", "relevance": "medium", "data_type": "verified_public", "year": 2026 }, { "id": "sw-intel-20260828-01", "published": "2026-07-24", "title": "India tells Lok Sabha CHEMEXCIL sought sulfur export curbs; IPL ran consortium imports", "summary": "In a July 24 Lok Sabha answer published on Parliament's site, Chemicals and Fertilizers Minister Jagat Prakash Nadda said Indian fertilizer companies formed a consortium import approach through Indian Potash Limited after Hormuz closure threatened DAP, TSP, and ammonium sulphate supply for Kharif 2026. The minister attributed the 12% rise in Kharif 2026 Nutrient Based Subsidy outlay to Rs 41,533.81 crore mainly to higher benchmark international prices for DAP, MOP, and sulphur. CHEMEXCIL and a group of domestic sulphur-dependent manufacturers asked DGFT for export restrictions on elemental sulphur to secure domestic supply; no Gujarat Chamber representation was received. Special DAP support provisions disbursed Rs 900.97 crore from April through June 2026 to hold retail bags near Rs 1,350 per 50 kg. Open parliamentary disclosure only; not a licensed PRA weekly assessment.", "topics": [ "demand", "policy", "exports" ], "geography": [ "India", "Global" ], "source": "Lok Sabha / Ministry of Chemicals and Fertilizers", "source_url": "https://sansad.in/getFile/lsapps/loksabhaquestions/annex/188/AU1038_YySsdb.pdf", "relevance": "high", "confidence": "high", "tags": [ "india", "chemexcil", "export_ban", "hormuz", "consortium" ], "data_type": "verified_public" }, { "id": "sw-maint-20260802-01", "published": "2026-08-02", "title": "USGS Mineral Industry Surveys pause; latest posted sulfur MIS through December 2025", "summary": "USGS NMIC notes it is transitioning datasets to ScienceBase and has temporarily paused public posting of Mineral Industry Surveys. Latest available posted sulfur MIS data remain December 2025. MCS 2026 annual summary is current for production and unit-value anchors.", "topics": [ "production", "policy" ], "geography": [ "US Gulf", "Global" ], "source": "USGS National Minerals Information Center", "source_url": "https://www.usgs.gov/centers/national-minerals-information-center/sulfur-statistics-and-information", "relevance": "medium", "data_type": "verified_public" }, { "id": "sw-intel-20260825-03", "published": "2026-08-07", "title": "SunSirs: August Middle East contract cuts offset by Hormuz insurance surcharges", "summary": "SunSirs August analysis said quoted Middle East sulphur prices softened while landed costs in the Far East stayed elevated. Kuwait KPC set August FOB sulphur at $865/t, down $85/t month on month; Qatar Energy held August FOB at $890/t. Base freight to China on 30,000-35,000 t vessels was estimated at $140-155/t, implying theoretical CFR near $1,005-1,045/t, but SunSirs said maritime insurance surcharges on Hormuz-risk cargoes reached as high as $200/t, pushing all-in landed cost above $1,070/t. The report also noted Indian sulphur exports effectively ceased after May and Turkish refiner Tupras August tender prices rose sharply. Corporate commentary cited a possible supply crunch persisting into 2027. Public market commentary only.", "topics": [ "prices", "policy" ], "geography": [ "Global", "China", "India" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/detail_news-35071.html", "relevance": "high", "confidence": "medium", "tags": [ "sunsirs", "hormuz", "insurance", "kuwait", "qatar" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260809-01", "published": "2026-08-09", "title": "Itafos Conda acid contract shifts from Vancouver sulfur index to Tampa", "summary": "Itafos Q2 2026 remarks, as reported 9 August, said Conda's long-term sulfuric acid supply from Rio Tinto Kennecott (about 60% of Conda sulfur needs) was amended in May. Pricing moved off the Vancouver sulfur index onto the Tampa index, with collars against extreme moves. CEO David Delaney said Tampa sat below Vancouver through the quarter, so the change helped Q2 immediately. He put Vancouver spot near $1,100/t through June with a small early-Q3 dip, and said about 45% of global sulfur trade had moved through Hormuz before the Iran conflict. China sulfuric acid exports were described as halted; Russia sulfur exports remain suspended through year-end; Kazakhstan transport was also reported suspended.", "topics": [ "prices", "demand", "production" ], "geography": [ "US Gulf", "Canada", "Global" ], "source": "Itafos Q2 2026 remarks via Transcript Daily", "source_url": "https://transcriptdaily.com/2026/08/09/itafos-q2-earnings-call-highlights.html", "relevance": "high", "confidence": "high", "tags": [ "itafos", "conda", "tampa", "vancouver", "rio-tinto" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260812-01", "published": "2026-08-12", "title": "USGS MCS 2026: US elemental sulfur 7.6 Mt in 2025e; Canada 5.0 Mt", "summary": "USGS Mineral Commodity Summaries 2026 (February 2026) estimates US recovered elemental sulfur production at 7.6 million tonnes in 2025, down about 3% from 2024. Canada production is estimated at 5.0 Mt and world total at 84 Mt.", "topics": [ "production", "policy" ], "geography": [ "US Gulf", "Canada", "Global" ], "source": "USGS National Minerals Information Center", "source_url": "https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-sulfur.pdf", "relevance": "medium", "confidence": "high", "tags": [ "usgs", "production", "mcs2026" ], "data_type": "verified_public" }, { "id": "sw-intel-20260818-01", "published": "2026-08-18", "title": "TFI flags sulfur shortage as phosphate bottleneck after Hormuz shutdown and Russia ban", "summary": "Fertilizer Daily published an 18 August report on The Fertilizer Institute president Corey Rosenbusch's 6 August interview: more than half of globally traded sulfur normally transits Hormuz, and virtually no commercial shipments have passed since the Iran conflict. Russia extended its sulfur export ban through end-2026, removing two of the three largest traded sources at once. Rosenbusch said the squeeze already cut output at multiple US phosphate plants, including four Mosaic units earlier in the summer, and that Mosaic settled Q3 molten sulfur at $705 per long ton. He asked Washington to treat sulfur as a supply-chain bottleneck alongside nitrogen and potash.", "topics": [ "demand", "policy", "prices" ], "geography": [ "US Gulf", "Global" ], "source": "Fertilizer Daily / The Fertilizer Institute", "source_url": "https://www.fertilizerdaily.com/20260818-sulfur-shortage-phosphate-supply-afi-hormuz-warning/", "relevance": "high", "confidence": "high", "tags": [ "tfi", "hormuz", "russia", "phosphate", "mosaic" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260820-05", "published": "2026-08-20", "title": "SMM H1 2026 review: Canada cited as swing supplier amid Gulf supply shocks", "summary": "Shanghai Metals Market public H1 2026 sulfur chain review (July 6) frames Canada as a critical swing supplier after Hormuz disruption and CIS export restrictions. Article cites StatCan-style national export tonnage growth and elevated Vancouver FOB levels in early 2026. Context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "prices_context", "global" ], "geography": [ "Canada", "Global" ], "source": "Shanghai Metals Market (public article)", "source_url": "https://news.metal.com/newscontent/103989791-smm-analysis-h1-2026-sulfur-industry-chain-review-extreme-volatility-under-supply-shocks", "relevance": "medium", "confidence": "medium", "tags": [ "smm", "canada", "swing_supplier" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260821-05", "published": "2026-08-21", "title": "SMM H1 2026 review: Canada cited as swing supplier amid Gulf supply shocks", "summary": "Shanghai Metals Market public H1 2026 sulfur chain review (July 6) frames Canada as a critical swing supplier after Hormuz disruption and CIS export restrictions. Article cites StatCan-style national export tonnage growth and elevated Vancouver FOB levels in early 2026. Context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "prices_context", "global" ], "geography": [ "Canada", "Global" ], "source": "Shanghai Metals Market (public article)", "source_url": "https://news.metal.com/newscontent/103989791-smm-analysis-h1-2026-sulfur-industry-chain-review-extreme-volatility-under-supply-shocks", "relevance": "medium", "confidence": "medium", "tags": [ "smm", "canada", "swing_supplier" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260822-01", "published": "2026-08-21", "title": "SMM: Canada June 2026 sulphur exports 527,305 mt; Indonesia and US lead destinations", "summary": "Shanghai Metals Market public analysis (August 21) reports Canada exported 527,305 mt of elemental sulphur in June 2026, down 15.43% month on month and 8.62% year on year. Top destinations: Indonesia (198,612 mt), United States (158,031 mt), Chile (54,672 mt), Guinea (41,272 mt), and China (32,730 mt). Monthly sulphur imports were 1,035 mt. Sulphuric acid exports rose 101% MoM to 123,140 mt, mostly to the US. SMM processed public data; not a licensed PRA weekly assessment.", "topics": [ "exports", "prices_context" ], "geography": [ "Canada", "Indonesia", "United States", "China" ], "source": "Shanghai Metals Market (public article)", "source_url": "https://news.metal.com/newscontent/104072967-smm-analysis-canada-sulphur-and-sulphuric-acid-import-and-export-data-for-june", "relevance": "high", "confidence": "medium", "tags": [ "smm", "exports", "june2026", "statcan_style" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260829-01", "published": "2026-08-21", "title": "SMM puts Canada June sulphur exports at 527,305 mt with Indonesia and US leading destinations", "summary": "Shanghai Metals Market's August 21 analysis, built from open customs communication and SMM's internal database, put Canada's total June 2026 sulphur exports at 527,305 metric tonnes, down 15.43% month on month and 8.62% year on year. Major destinations were Indonesia at 198,612 mt, the United States at 158,031 mt, Chile at 54,672 mt, Guinea at 41,272 mt, and China at 32,730 mt. Monthly imports were 1,035 mt, down 20.08% MoM and up 3.19% YoY, mainly from the United States at 912 mt and China at 105 mt. The same note reported sulphuric acid exports at 123,140 mt, up 101% MoM and down 12.09% YoY, with the United States the main destination. Open trade statistics only; not a licensed PRA weekly assessment.", "topics": [ "exports", "trade" ], "geography": [ "Canada", "Indonesia", "United States" ], "source": "Shanghai Metals Market", "source_url": "https://news.metal.com/newscontent/104072967-smm-analysis-canada-sulphur-and-sulphuric-acid-import-and-export-data-for-june", "relevance": "high", "confidence": "high", "tags": [ "smm", "customs", "june_2026", "indonesia", "vancouver_stem" ], "data_type": "verified_public" }, { "id": "sw-intel-20260822-05", "published": "2026-08-22", "title": "VFPA 2025 Statistics Overview PDF confirms 3.507 Mt sulphur (+5%); China share down 16%", "summary": "VFPA 2025 Statistics Overview PDF (March 2026 posting) confirms sulphur through Port of Vancouver at 3,507,428 metric tonnes in 2025 (+5% YoY). Top 2025 destinations: China 1.30 Mt (-16%), Australia 597 kt (-2%), Indonesia 371 kt (-13%), United States 302 kt (+191%).", "topics": [ "exports", "vancouver" ], "geography": [ "British Columbia" ], "source": "Vancouver Fraser Port Authority", "source_url": "https://www.portvancouver.com/sites/default/files/2026-03/2025%20Statistics%20overview%20%28En%29.pdf", "relevance": "medium", "confidence": "high", "tags": [ "vfpa", "exports", "vancouver" ], "data_type": "verified_public" }, { "id": "sw-intel-20260823-01", "published": "2026-08-22", "title": "US imposes 50% tariff on Canadian goods; Canada suspends trade talks and retaliates", "summary": "A US measure imposing an additional 50% tariff on certain Canadian goods took effect at 12:01 a.m. ET on August 22. Canadian Prime Minister Carney suspended trade negotiations with the US and announced equivalent retaliatory tariffs while the US tariff remains in force. Trump said USMCA talks with Canada were progressing but offered no sulfur-specific carve-out. Open trade context for Canadian elemental sulfur and sulphuric acid exports to the US; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Shanghai Metals Market (public headline)", "source_url": "https://news.metal.com", "relevance": "high", "confidence": "medium", "tags": [ "trade", "tariffs", "usmca", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260823-02", "published": "2026-08-22", "title": "About 40 oil tankers transit Strait of Hormuz, shipping ~16 million barrels", "summary": "US media citing three US officials reported that on the evening of August 21 about 40 oil tankers passed through the southern channel of the Strait of Hormuz, moving roughly 16 million barrels of crude. No sulfur-specific disruption reported, but the passage volume is a baseline for Middle East export corridor monitoring under alert query pack item 7.", "topics": [ "exports", "logistics" ], "geography": [ "Middle East", "Global" ], "source": "Shanghai Metals Market (public headline, citing Axios)", "source_url": "https://news.metal.com", "relevance": "medium", "confidence": "medium", "tags": [ "hormuz", "shipping", "crude" ], "data_type": "verified_public" }, { "id": "sw-intel-20260826-02", "published": "2026-08-23", "title": "Strait of Hormuz MoU expires without successor as transits fall to 12 per day", "summary": "Fertilizer Daily reported August 23 that the 60-day US-Iran memorandum of understanding on Hormuz shipping expired August 17 without a successor deal. A UANI shipping update cited August 19 said only 12 vessels crossed on August 16, versus more than 100 daily crossings before the late-February conflict. Iran's parliament speaker Mohammad Baqer Ghalibaf said the strait will not reopen until Washington lifts its blockade, releases frozen assets, ends the oil embargo, and ceases military operations. Windward reported a bulk carrier was struck by an unknown projectile in the southern corridor on August 19, killing the chief engineer. CoBank's August 13 report warned fertilizer prices could stay elevated through 2028. The Middle East accounts for more than 30% of global urea exports, roughly half of globally traded sulfur, and one-third of seaborne fertilizer shipments. Open freight and policy reporting only.", "topics": [ "exports", "policy", "logistics" ], "geography": [ "Middle East", "Global" ], "source": "Fertilizer Daily / UANI / Windward", "source_url": "https://www.fertilizerdaily.com/20260823-strait-of-hormuz-mou-expired-august-2026/", "relevance": "high", "confidence": "high", "tags": [ "hormuz", "mou", "iran", "freight", "fertilizer" ], "data_type": "verified_public" }, { "id": "sw-intel-20260824-01", "published": "2026-08-24", "title": "US Section 338 tariffs on Canada enter third day; energy and critical minerals exempt", "summary": "The US 50% additional tariff on roughly $20 billion of Canadian goods remains in force on August 24, the third calendar day after the August 22 effective time. Open reporting from AP, NBC, and USTR notes the duties cover a narrow slice of Canadian exports (wine, dairy, hockey sticks, cement, and similar) while exempting energy, potash, fish, and critical minerals. Canadian Prime Minister Carney said Ottawa will retaliate with targeted tariffs effective September 8, concentrated in steel, dairy, appliances, agricultural equipment, pulp and paper, and electronics. Elemental sulfur (HS 2503) is not named in the covered lists; Canada remains the dominant US import source for recovered sulfur. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "AP News / NBC News / USTR (open reporting)", "source_url": "https://apnews.com/article/canada-us-trade-tariffs-trump-857ef76b20a766e370d70176135b678e", "relevance": "high", "confidence": "medium", "tags": [ "trade", "tariffs", "usmca", "canada_us", "section338" ], "data_type": "verified_public" }, { "id": "sw-intel-20260824-06", "published": "2026-08-24", "title": "SMM: Canada sulfur exports on a 5.22 Mt annualized pace as Hormuz recovery lags", "summary": "Shanghai Metals Market's H1 2026 sulfur chain review said Canada became a swing supplier after Hormuz disruption and restricted Russian/Kazakh exports. It put 2025 Canadian sulfur exports at 4.25 Mt, up 40.7% year on year, with first-four-month 2026 export value already $1.049 billion and an annualized volume near 5.22 Mt. Alberta and British Columbia account for more than 95% of national sulfur exports in that account. SMM described FOB Vancouver rising from about $500/mt in January 2026 to $825-950/mt by April, then warned that Hormuz reopening is not an instant fix: mine clearance, stranded-vessel clearance, and damaged Gulf production may keep Middle East seaborne recovery slow into late summer.", "topics": [ "exports", "vancouver", "prices" ], "geography": [ "Canada", "British Columbia", "Global" ], "source": "Shanghai Metals Market (public analysis)", "source_url": "https://news.metal.com/newscontent/103989791-smm-analysis-h1-2026-sulfur-industry-chain-review-extreme-volatility-under-supply-shocks", "relevance": "high", "confidence": "medium", "tags": [ "smm", "canada", "vancouver", "hormuz" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260825-01", "published": "2026-08-24", "title": "India proposes 20% sulphur and acid subsidy for P&K fertilizer through March 2027", "summary": "BC Insight reported August 24 on a Department of Fertilizers document dated August 14 proposing a targeted relief package for India's P&K sector (DAP, NPK, phosphoric acid). The draft scheme would subsidize 20% of sulphur and sulphuric acid procurement, with floor reference prices of $800/t and $266.67/t respectively, running June 2026 through March 2027 if Cabinet approves. The DoF framed the measure as a response to West Asia crisis cost pressure and directed manufacturers to hold production through Kharif 2026 and Rabi 2026-27. India had been a swing sulphur exporter in early 2026 before refinery exports effectively stopped in May. Open policy reporting only; not a licensed PRA weekly assessment.", "topics": [ "demand", "policy", "prices" ], "geography": [ "India", "Global" ], "source": "BC Insight / India Department of Fertilizers", "source_url": "https://www.bcinsight.crugroup.com/2026/08/24/india-plans-sulphur-and-acid-subsidies-for-phosphates-production/", "relevance": "high", "confidence": "high", "tags": [ "india", "subsidy", "fertilizer", "dof", "demand" ], "data_type": "verified_public" }, { "id": "sw-intel-20260825-02", "published": "2026-08-24", "title": "Guizhou Phosphating Group lands 73,500 t Middle East sulfur at Zhanjiang", "summary": "ChemNet reported August 24 that 73,500 tonnes of Middle Eastern elemental sulfur procured by Guizhou Phosphating Group arrived at Zhanjiang Port, Guangdong, in the early hours of August 20. The cargo is described as the group's first direct mainstream Middle East import since the US-Israel-Iran conflict began, and its largest single Middle East sulphur purchase by volume and value since the company was founded in 2019. The delivery signals limited but real Hormuz-adjacent supply reaching Chinese phosphate consumers even as broader Gulf seaborne flows remain constrained. Guizhou Phosphating also operates internal sulphuric acid capacity from phosphogypsum recycling at its Qiannan base.", "topics": [ "demand", "exports" ], "geography": [ "China", "Global" ], "source": "ChemNet", "source_url": "https://news.chemnet.com/news-9060.html", "relevance": "high", "confidence": "high", "tags": [ "china", "hormuz", "zhanjiang", "phosphate", "imports" ], "data_type": "verified_public" }, { "id": "sw-intel-20260825-04", "published": "2026-08-25", "title": "US Section 338 tariffs on Canada enter fourth day; energy and minerals still exempt", "summary": "The US 50% additional tariff on roughly $20 billion of Canadian goods remains in force on August 25, the fourth calendar day after the August 22 effective time. Open reporting from AP, NBC, and USTR notes the duties cover a narrow slice of Canadian exports while exempting energy, potash, fish, and critical minerals. Canadian Prime Minister Carney said Ottawa will retaliate with targeted tariffs effective September 8, concentrated in steel, dairy, appliances, agricultural equipment, pulp and paper, and electronics. Elemental sulfur (HS 2503) is not named in the covered lists; Canada remains the dominant US import source for recovered sulfur. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "AP News / NBC News / USTR (open reporting)", "source_url": "https://apnews.com/article/canada-us-trade-tariffs-trump-857ef76b20a766e370d70176135b678e", "relevance": "high", "confidence": "medium", "tags": [ "trade", "tariffs", "usmca", "canada_us", "section338" ], "data_type": "verified_public" }, { "id": "sw-intel-20260827-02", "published": "2026-08-25", "title": "Brazil fertilizer imports halve in August as Mosaic warns on 2026/27 crop", "summary": "Reuters reported August 25 that Brazilian fertilizer imports fell about 10% year to date through July and were down roughly 50% in August as high prices and weak farm margins cut demand. Mosaic Brazil country manager Eduardo Monteiro told the congress in Sao Paulo that the national fertilizer market may shrink from a 2025 record near 49 million tonnes to a 42-45 million tonne band this year. Monteiro said the sector had managed 2026 with pre-conflict inventories but warned that reduced application threatens soybean and corn productivity on the 2026/27 crop planted from September. He put potential public-finance damage at R$20-30 billion if subsidy support fails, against a R$2 billion three-month sulfur subvention the industry is requesting. Monteiro said even an immediate end to the Iran conflict could leave supply normalization 12 months away, with China and Russia still restricting exports and Ukrainian attacks hitting Russian installations. Open industry reporting only; not a licensed PRA weekly assessment.", "topics": [ "demand", "policy" ], "geography": [ "Brazil", "Global" ], "source": "G1 / Reuters", "source_url": "https://g1.globo.com/economia/agronegocios/noticia/2026/08/25/setor-de-fertilizantes-subsidios.ghtml", "relevance": "high", "confidence": "high", "tags": [ "brazil", "mosaic", "imports", "fertilizer", "demand" ], "data_type": "verified_public" }, { "id": "sw-intel-20260828-02", "published": "2026-08-25", "title": "Illinois farmdoc links Corn Belt DAP to Vancouver sulfur spot above $1,000/t", "summary": "University of Illinois farmdoc daily (August 25) tied rising US Corn Belt DAP prices to Vancouver spot sulfur exceeding $1,000 per tonne in recent weeks, up more than 130% since January 2026 and more than 300% since August 2025. Authors Paulson, Schnitkey, Zulauf, and Dhakal reported a 0.70 correlation between Corn Belt DAP and Vancouver sulfur since 2024, with DAP near $850/t and anhydrous ammonia back near $750/t after a spring spike above $1,000/t. The note cites USGS 2026 Mineral Commodity Summaries for production shares (China 23%, US 10%, Canada 6%) and warns fall 2026 pricing decisions for the 2027 crop face lagged phosphate cost pass-through if sulfur stays elevated. Open academic analysis using public price series; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "United States", "Canada" ], "source": "University of Illinois farmdoc daily", "source_url": "https://farmdocdaily.illinois.edu/2026/08/sulfur-and-increasing-phosphate-fertilizer-prices.html", "relevance": "high", "confidence": "high", "tags": [ "farmdoc", "dap", "vancouver", "corn_belt", "prices" ], "data_type": "verified_public" }, { "id": "sw-intel-20260830-02", "published": "2026-08-25", "title": "Illinois farmdoc ties Vancouver sulfur spike to Corn Belt DAP near $850/t ahead of 2027 decisions", "summary": "University of Illinois farmdoc daily on August 25 linked rising phosphate fertilizer costs to the sulfur price surge, citing Vancouver spot sulfur above $1,000 per ton in recent months, up more than 130% since January 2026 and more than 300% since August 2025. Corn Belt diammonium phosphate averaged near $850 per ton in recent weeks, up more than 20% from early 2026, while the correlation between Corn Belt DAP and Vancouver sulfur prices since 2024 was positive and statistically strong at 0.70. Authors Paulson, Schnitkey, Zulauf, and Dhakal noted US net import reliance on sulfur and sulfuric acid stood at 14% in 2024 and 2025 and warned that sharply higher sulfur since February could feed further DAP increases as firms adjust procurement. USGS 2026 Mineral Commodity Summaries shares cited in the piece put China at nearly 23% of global sulfur production, the United States near 10%, Russia 8.9%, Saudi Arabia 8.6%, UAE 7.5%, Canada 6%, and Kazakhstan 5.7%. Open academic analysis; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "United States", "Canada" ], "source": "farmdoc daily / University of Illinois", "source_url": "https://farmdocdaily.illinois.edu/2026/08/sulfur-and-increasing-phosphate-fertilizer-prices.html", "relevance": "high", "confidence": "high", "tags": [ "farmdoc", "dap", "vancouver_spot", "corn_belt", "usgs" ], "data_type": "verified_public" }, { "id": "sw-intel-20260826-01", "published": "2026-08-26", "title": "Brazil fertilizer industry seeks up to R$2bn temporary sulfur subsidy", "summary": "Valor International reported August 26 that Sinprifert is asking Brasilia for a three-month emergency subsidy on sulfur and sulfuric acid imports, sized at R$900 million to R$2 billion depending on whether landed sulfur stays near $800/t or re-tests crisis highs. The union wants 50% of importer-paid sulfur cost above roughly $500/t sulfur and $152/t acid, capped at about $700/t sulfur, on quotas of 600,000 t sulfur and 150,000 t acid. Sinprifert president Elias Alves Lima said the industry consumes about 250,000 t sulfur and 60,000 t acid per month and warned that lost phosphate application could cost Brazil R$20-30 billion if the 2026/27 crop suffers. Mosaic Brazil country manager Eduardo Monteiro said Agriculture Minister Andre de Paula asked the sector to quantify economic impact for the government's fertilizer situation room. Vice President Geraldo Alckmin separately announced R$4 billion in BNDES credit for fertilizer firms under the Brasil Soberano 3 plan at the same São Paulo congress. Open policy reporting only; not a licensed PRA weekly assessment.", "topics": [ "demand", "policy", "prices" ], "geography": [ "Brazil", "Global" ], "source": "Valor International / Globo Rural", "source_url": "https://valorinternational.globo.com/agribusiness/news/2026/08/26/fertilizer-industry-seeks-up-to-r2bn-subsidy-for-sulfur-purchases.ghtml", "relevance": "high", "confidence": "high", "tags": [ "brazil", "sinprifert", "subsidy", "fertilizer", "demand" ], "data_type": "verified_public" }, { "id": "sw-intel-20260826-03", "published": "2026-08-26", "title": "US Section 338 Canada tariffs enter fifth day; HS 2503 still off covered lists", "summary": "The US 50% additional tariff on roughly $20 billion of Canadian goods remained in force on August 26, the fifth calendar day after the August 22 effective time. Open reporting continues to describe the measure as covering a narrow slice of Canadian exports while exempting energy, potash, fish, and critical minerals. Canadian Prime Minister Carney's retaliatory tariffs remain scheduled for September 8 in steel, dairy, appliances, agricultural equipment, pulp and paper, and electronics. Elemental sulfur (HS 2503) is still not named on the covered lists. Canada remains the dominant US import source for recovered sulfur per USGS MCS 2026 import-source tables. Alberta forming plants and the Vancouver stem continue to watch list text and the September retaliation calendar. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "AP News / USTR (open reporting)", "source_url": "https://apnews.com/article/canada-us-trade-tariffs-trump-857ef76b20a766e370d70176135b678e", "relevance": "medium", "confidence": "medium", "tags": [ "trade", "tariffs", "usmca", "canada_us", "section338" ], "data_type": "verified_public" }, { "id": "sw-intel-20260827-03", "published": "2026-08-26", "title": "Sinprifert files formal MP plan: 85% of sulfur cost above $500/t, capped volumes", "summary": "CNN Brasil reported August 26 that fertilizer industry groups and Sinprifert delivered a formal emergency subvention proposal to Brasilia after a meeting with Agriculture Minister Andre de Paula. The draft provisional measure would subsidize 85% of the price paid above $500 per tonne for sulfur including freight and above $152 per tonne for sulfuric acid, for three months. Caps would limit purchases to 600,000 tonnes of sulfur and 150,000 tonnes of acid, split into 200,000 t and 50,000 t monthly quotas. At July international prices and a R$5.07 per dollar exchange rate, entities estimated total disbursement near R$2.02 billion, or about R$672.5 million per month, falling automatically if landed sulfur returns to $500. The note positions the program as a bridge until Profert cost-support rules approved by the Senate take effect, and asks for an MP in September because sulfur bought in the next weeks sets Q4 phosphate output and 2027 plant readiness. Valor International separately reported August 26 that second-half August market assessments put landed sulfur near $800 per tonne, which would cut subsidy cost toward R$900 million. Open policy reporting only; not a licensed PRA weekly assessment.", "topics": [ "demand", "policy", "prices" ], "geography": [ "Brazil", "Global" ], "source": "CNN Brasil / Valor International", "source_url": "https://www.cnnbrasil.com.br/agro/setor-de-fertilizantes-pede-subsidio-de-r-2-bilhoes-para-enxofre/", "relevance": "high", "confidence": "high", "tags": [ "brazil", "sinprifert", "subsidy", "profert", "phosphate" ], "data_type": "verified_public" }, { "id": "sw-intel-20260827-01", "published": "2026-08-27", "title": "Ottawa publishes 874-item retaliation list; HS 2503 absent on both sides", "summary": "Finance Minister Francois-Philippe Champagne released Canada's dollar-for-dollar counter-tariff schedule on August 25, with the tariff-item table updated August 26 on Canada.ca. The list covers 874 tariff items and roughly C$27.6 billion in US-origin imports effective 12:01 a.m. September 8, at 15%, 25%, or 50% rates matching the corresponding US Section 338 and Section 232 lines. Steel and aluminum products move to 50%, doubling prior 25% surtaxes, joined by furniture and clothing. Appliances, dairy, fish and seafood, and selected steel derivatives take 25%. Goods already in transit to Canada on the effective date are exempt. Ottawa also announced a C$7.5 billion support package for affected workers and businesses. Elemental sulfur (HS 2503) is not named on either the US covered lists or Canada's published retaliation table. The US 50% Section 338 measure on selected Canadian goods remained in force on August 27, the sixth calendar day after the August 22 effective time. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada / Baker McKenzie (open reporting)", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "high", "confidence": "high", "tags": [ "trade", "tariffs", "retaliation", "section338", "hs2503" ], "data_type": "verified_public" }, { "id": "sw-intel-20260828-03", "published": "2026-08-28", "title": "Section 338 Canada tariffs enter seventh day; HS 2503 still off both schedules", "summary": "The US 50% additional tariff on selected Canadian goods remained in force on August 28, the seventh calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now eleven days away on September 8. Open trade counsel notes from BDO and Blakes continue to describe Canada's 874-item counter-tariff table as matching US Section 338 and Section 232 lines while leaving energy, potash, fish, and critical minerals outside the exchange. CBP CSMS 69606660 (August 21) gives importers Chapter 99 HTSUS mapping for covered entries filed on or after August 22. Elemental sulfur, HS 2503, is still absent from both the US covered lists and Canada's published September 8 retaliation table on Canada.ca. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "CBP / Department of Finance Canada (open reporting)", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260829-02", "published": "2026-08-28", "title": "Environment+Energy Leader reports Mosaic idling Faustina as retail DAP and MAP climb", "summary": "Environment+Energy Leader on August 28 described sulfur as the binding input in the US phosphate chain after Hormuz disruption and China's sulfuric acid export halt. Third-quarter molten sulfur contracts delivered to Tampa settled at a record $705 per long ton, up from $655 in Q2, while US Gulf spot export prices reached $1,100 to $1,150 per metric ton in July. DTN retail averages in the third full week of August put diammonium phosphate at $916 per ton and monoammonium phosphate at $959 per ton, up 8% and 6% year on year. Mosaic reported in August that it had completely idled its Faustina, Louisiana, facility while Bartow, Florida operated near 40% of its targeted annual rate, with other Central Florida plants in the low-to-mid 70% range. The piece cites USGS production shares and SMM data on China's sharply lower elemental sulfur imports in H1 2026. Open journalism citing public sources; not a licensed PRA weekly assessment.", "topics": [ "production", "demand", "prices" ], "geography": [ "United States", "Canada" ], "source": "Environment+Energy Leader", "source_url": "https://www.environmentenergyleader.com/stories/sulfur-shortage-is-forcing-phosphate-production-cuts,138392", "relevance": "high", "confidence": "high", "tags": [ "mosaic", "tampa", "dap", "phosphate", "gulf_spot" ], "data_type": "verified_public" }, { "id": "sw-intel-20260830-01", "published": "2026-08-28", "title": "Mosaic files WARN notice for 206 layoffs at Uncle Sam and Faustina as sulfur costs idle Louisiana phosphate", "summary": "The Mosaic Company filed a Worker Adjustment and Retraining Notification notice on August 26 covering 206 employees at its Uncle Sam plant in Convent and Faustina plant in Donaldsonville, Louisiana, with layoffs scheduled by October 10. WBRZ and The Advocate reported August 28 that global sulfur supply constraints and extraordinary market conditions drove the staffing cuts as phosphate operations idle. Ammonia production at Faustina continues uninterrupted. Mosaic said the challenge was previously disclosed in its Q2 earnings release and that it will pursue opportunities to resume full operations as market conditions improve. The Advocate cited farmdoc daily figures putting sulfur above $1,000 per ton in recent months, up from about $400 at end-2025, with Hormuz shipping disruption and trimmed exports from China and Russia named as pressure points. Open journalism citing public sources; not a licensed PRA weekly assessment.", "topics": [ "production", "demand" ], "geography": [ "United States", "Louisiana" ], "source": "WBRZ / The Advocate", "source_url": "https://www.wbrz.com/news/over-200-mosaic-employees-laid-off-at-two-facilities-amid-sulfur-supply-shortage/", "relevance": "high", "confidence": "high", "tags": [ "mosaic", "warn", "louisiana", "faustina", "phosphate" ], "data_type": "verified_public" }, { "id": "sw-intel-20260829-03", "published": "2026-08-29", "title": "Section 338 Canada tariffs enter eighth day; Ottawa retaliation ten days out with HS 2503 still exempt", "summary": "The US 50% additional tariff on selected Canadian goods remained in force on August 29, the eighth calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now ten days away on September 8. Open trade counsel notes from BDO and Blakes continue to describe Canada's 874-item counter-tariff table as matching US Section 338 and Section 232 lines while leaving energy, potash, fish, and critical minerals outside the exchange. CBP CSMS 69606660 from August 21 gives importers Chapter 99 HTSUS mapping for covered entries filed on or after August 22. Elemental sulfur, HS 2503, remains absent from both the US covered lists and Canada's published September 8 retaliation table on Canada.ca. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "CBP / Department of Finance Canada (open reporting)", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260830-03", "published": "2026-08-30", "title": "Section 338 duties enter ninth day; Ottawa countermeasures nine days out with HS 2503 still exempt", "summary": "The US 50% additional tariff on selected Canadian goods remained in force on August 30, the ninth calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now nine days away on September 8. Finance Canada's August 25 and 26 publications keep elemental sulfur, HS 2503, off the 874-item counter-tariff table covering roughly C$27.6 billion of US imports at 15%, 25%, or 50% rates. Open trade reporting from Blakes and FreightFigures notes goods already in transit to Canada on the effective date are exempt, a screening detail for importers ahead of the September calendar. CBP CSMS 69606660 from August 21 continues to govern Section 338 entries filed on or after August 22. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada / CBP (open reporting)", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260831-01", "published": "2026-08-31", "title": "Chinese ex-works sulphur slips 10 to 17% as Indian phosphatic names watch for margin relief", "summary": "Business Upturn on August 31 reported that Chinese domestic ex-works sulphur prices fell to CNY 7,400 to 7,600 per tonne from CNY 8,470 to 8,950, a drop of roughly 10 to 17 percent depending on the range endpoints and about 14 percent at the midpoints. Paradeep Phosphates and Coromandel International, two listed Indian phosphatic fertiliser producers with large sulphur and acid requirements, moved into focus as the input cost eased after months of Middle East supply stress. The piece cautions that ex-works Chinese quotes do not translate one-for-one into Indian landed costs because freight, currency, and inventory already held at older prices shape realised savings. India's nutrient-based subsidy regime and retail pricing also sit between raw material moves and producer margins. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China", "India" ], "source": "Business Upturn", "source_url": "https://businessupturn.com/finance/stock-market/paradeep-phosphates-coromandel-international-focus-china-sulphur-prices-fall/", "relevance": "high", "confidence": "medium", "tags": [ "china", "ex_works", "india", "phosphate", "price_correction" ], "data_type": "verified_public" }, { "id": "sw-intel-20260831-02", "published": "2026-08-31", "title": "Russia's FAS proposes mandatory registration of over-the-counter sulfur contracts", "summary": "Russia's Federal Antimonopoly Service proposed registering over-the-counter contracts for elemental sulfur, according to AK&M on August 31 citing the FAS website. Hydrochloric acid and sulfuric acid would be added to the same registration list. FAS said the change would help form price indicators to support market pricing and prevent antimonopoly violations. The proposal lands while Russia's sulfur export ban and CIS logistics constraints have kept a large traded supply offline through 2026, reshaping Pacific and Gulf competition for Canadian and US recovered tonnes. Open regulatory reporting; not a licensed PRA weekly assessment.", "topics": [ "policy", "exports" ], "geography": [ "Russia" ], "source": "AK&M / Federal Antimonopoly Service", "source_url": "https://www.akm.ru/eng/news/the-federal-antimonopoly-service-has-proposed-registering-over-the-counter-contracts-for-sulfur/", "relevance": "medium", "confidence": "high", "tags": [ "russia", "fas", "otc", "regulation", "transparency" ], "data_type": "verified_public" }, { "id": "sw-intel-20260831-03", "published": "2026-08-31", "title": "Section 338 duties enter tenth day; Ottawa countermeasures eight days out with HS 2503 still exempt", "summary": "The US 50 percent additional tariff on selected Canadian goods remained in force on August 31, the tenth calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now eight days away on September 8. Finance Canada's August 25 and 26 publications keep elemental sulfur, HS 2503, off the counter-tariff table covering roughly C$27.6 billion of US imports at 15, 25, or 50 percent rates. Gowling WLG's August 26 counsel note describes a revised list of 629 tariff items after fish and seafood were removed, while steel, dairy, appliances, pulp and paper, and electronics remain in scope. Goods already in transit to Canada on the effective date are exempt. CBP CSMS 69606660 from August 21 continues to govern Section 338 entries filed on or after August 22. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada / Gowling WLG (open reporting)", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260901-01", "published": "2026-09-01", "title": "Zhenjiang granular sulfur quote falls to 7,500 yuan with 7,300 low trade, nearly 40% below 2026 peak", "summary": "Chinese market reporting on September 1 said mainstream granular sulfur at Zhenjiang Port fell from 8,750 to 7,500 yuan per tonne last week, with the lowest transaction at 7,300 yuan, nearly 40 percent below the year's high. Hubei Yihua told reporters that falling upstream sulfur costs helped its diammonium phosphate line return to profitability, while titanium dioxide makers cautioned that simultaneous product price declines make third-quarter margin direction hard to read. Phosphate producers also noted that at current sulfur levels, above roughly 2,400 yuan per tonne, phosphogypsum sulfuric acid routes remain economical and several projects are progressing. The correction extends the August 31 ex-works slide reported in Indian equity coverage and signals domestic inventory digestion on China's largest import market. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "5iter.com / Xiaocai telegraph", "source_url": "https://en.5iter.com/telegraph/2465/", "relevance": "high", "confidence": "medium", "tags": [ "china", "zhenjiang", "granular", "dap", "price_correction" ], "data_type": "verified_public" }, { "id": "sw-intel-20260901-02", "published": "2026-09-01", "title": "Canada June sulfur exports 527,305 mt with Indonesia and US leading destinations", "summary": "Shanghai Metals Market's public June 2026 trade account put Canadian elemental sulfur exports at 527,305 metric tonnes, down 15.43 percent month on month and 8.62 percent year on year. Indonesia took 198,612 tonnes, the United States 158,031 tonnes, Chile 54,672 tonnes, Guinea 41,272 tonnes, and China 32,730 tonnes among the listed destinations. Canadian sulfur imports were 1,035 tonnes, mostly from the United States. The same SMM release showed sulfuric acid exports at 123,140 tonnes, up 101 percent month on month, with the United States the main destination. The June print is the latest open customs-style breakdown available for Alberta and British Columbia recovery tonnes clearing Pacific and cross-border channels. Open trade data from SMM public article; not a licensed PRA weekly assessment.", "topics": [ "exports", "trade" ], "geography": [ "Canada", "Indonesia", "United States" ], "source": "Shanghai Metals Market", "source_url": "https://news.metal.com/newscontent/104072967-smm-analysis-canada-sulphur-and-sulphuric-acid-import-and-export-data-for-june", "relevance": "high", "confidence": "high", "tags": [ "canada", "exports", "indonesia", "vancouver_stem", "statcan_proxy" ], "data_type": "verified_public" }, { "id": "sw-intel-20260901-03", "published": "2026-09-01", "title": "Section 338 duties enter eleventh day; Ottawa countermeasures seven days out with HS 2503 still exempt", "summary": "The US 50 percent additional tariff on selected Canadian goods remained in force on September 1, the eleventh calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now seven days away on September 8. Finance Canada's August 25 and 26 publications keep elemental sulfur, HS 2503, off the counter-tariff table covering roughly C$27.6 billion of US imports at 15, 25, or 50 percent rates. Canada's August 25 announcement confirmed counter-tariffs on steel, dairy, appliances, agricultural equipment, pulp and paper, and electronics, with rates matching corresponding US Section 338 and Section 232 lines. Goods already in transit to Canada on the effective date are exempt. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada / CNW", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260903-01", "published": "2026-09-03", "title": "Yangtze granular sulfur rebounds to 7,600 yuan after September 1 correction as port supply tightens", "summary": "Chinese market reporting on September 2 put imported granular sulfur at the Yangtze at 7,600 yuan per tonne, up 50 yuan or 0.66 percent from September 1, reversing part of the prior week's slide from 8,750 yuan. Oilchem's September 3 morning note said spot cargoes were harder to find, lifting port prices even as downstream buyers slowed bids after earlier restocking. Shandong liquid sulfur auctions cleared at 7,500 to 7,653 yuan per tonne with refinery output described as lower. National port inventory was 96.17 million tonnes on September 2, essentially flat day on day. Domestic solid sulfur averaged 7,576 yuan and liquid 7,529 yuan in the same account. The bounce follows September 1 telegraph coverage that put Zhenjiang mainstream granular at 7,500 yuan with a 7,300 yuan low trade. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Oilchem / Mysteel", "source_url": "https://www.oilchem.net/26-0902-23-5dd8cf63d7af941f.html", "relevance": "high", "confidence": "medium", "tags": [ "china", "yangtze", "granular", "port_inventory", "price_rebound" ], "data_type": "verified_public" }, { "id": "sw-intel-20260903-02", "published": "2026-09-03", "title": "StatCan July merchandise trade shows exports down 2.3% with US-bound shipments falling 6.6%", "summary": "Statistics Canada released July 2026 international merchandise trade on September 3. Total exports fell 2.3 percent to $76.1 billion while imports rose 2.2 percent to $75.4 billion, narrowing the merchandise surplus to $769 million from $4.2 billion in June. Exports to the United States dropped 6.6 percent, the largest percentage decline since April 2025, on lower crude oil and gold shipments. Exports to non-US partners reached a record $25.6 billion, up 7.4 percent. Metal and non-metallic mineral products fell 8.5 percent after a 15.8 percent June gain, driven by lower unwrought gold exports rather than the sulphur lift StatCan cited in June. The Daily release does not break out HS 2503 elemental sulfur; June remains the latest month with an explicit sulphur mention in the product-section prose. Open government statistics; not a licensed PRA weekly assessment.", "topics": [ "exports", "trade" ], "geography": [ "Canada", "United States" ], "source": "Statistics Canada", "source_url": "https://www150.statcan.gc.ca/n1/daily-quotidien/260903/dq260903a-eng.htm", "relevance": "high", "confidence": "high", "tags": [ "statcan", "july2026", "canada_us", "merchandise_trade" ], "data_type": "verified_public" }, { "id": "sw-intel-20260903-03", "published": "2026-09-03", "title": "Ottawa counter-tariffs five days out with HS 2503 still exempt on both borders", "summary": "Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, five calendar days from September 3. Finance Canada's August 25 and 26 publications keep elemental sulfur, HS 2503, off the counter-tariff table covering roughly C$27.6 billion of US imports at 15, 25, or 50 percent rates. The US 50 percent additional tariff on selected Canadian goods entered its thirteenth day on September 3. Goods already in transit to Canada on the effective date are exempt. Canada's customs tariff continues to list heading 2503.00.00 at free. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260904-01", "published": "2026-09-04", "title": "Yangtze granular sulfur holds rally into September 4 as Oilchem daily review flags sustained uptrend", "summary": "Oilchem's September 4 sulfur daily review said merchants continued to follow the market and prices maintained an upward trend, extending the September 2 rebound that lifted Zhenjiang mainstream granular to 7,600 yuan per tonne from 7,500 yuan on September 1. The same platform's weekly review for August 28 through September 3 described improved inquiry atmosphere and a market that moved higher with the flow. FDD-global's September 2 phosphate desk account put Zhenjiang granular at 7,600 yuan with Dafeng granular at 7,580 yuan, citing tighter port supply, active Shandong liquid auctions, and Middle East shipping risk premiums even as phosphate finished products stayed weak. Oilchem paywalled the September 4 port price table, so the desk read is headline plus the prior session's verified print. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Oilchem / FDD-global", "source_url": "https://www.oilchem.net/26-0904-17-c38cc328df6b2017.html", "relevance": "high", "confidence": "medium", "tags": [ "china", "yangtze", "granular", "port_supply", "price_rally" ], "data_type": "verified_public" }, { "id": "sw-intel-20260904-02", "published": "2026-09-04", "title": "KPC rolls September sulfur contract unchanged while UAE posts September cut, Oilchem says", "summary": "Oilchem published September 4 headlines that Kuwait Petroleum Corporation kept its September monthly sulfur contract price stable and that the United Arab Emirates lowered its September posting. The Kuwait headline follows August's open industry reporting that KPC set August Kuwait Sulphur Price at 865 dollars per tonne FOB Kuwait, down 85 dollars from July, with delivered China costs elevated by Hormuz-route freight and insurance in the same accounts. Oilchem did not publish the September dollar levels outside its subscription wall, so the desk flags direction only: Gulf producer postings are no longer uniformly rising even as Chinese port prices rebound. For the Vancouver stem, contract stability at one Gulf seller and a cut at another is a nomination signal, not yet a Pacific FOB print. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "exports" ], "geography": [ "Kuwait", "United Arab Emirates", "Middle East" ], "source": "Oilchem / FDD-global", "source_url": "https://www.oilchem.net/26-0904-17-17f2ec34129175e9.html", "relevance": "high", "confidence": "medium", "tags": [ "kpc", "adnoc", "gulf_contracts", "september2026", "hormuz" ], "data_type": "verified_public" }, { "id": "sw-intel-20260904-03", "published": "2026-09-04", "title": "Ottawa counter-tariffs four days out with HS 2503 still exempt on both borders", "summary": "Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, four calendar days from September 4. The US 50 percent additional tariff on selected Canadian goods entered its fourteenth day on September 4. Finance Canada's August 25 announcement and August 26 revised counter-tariff table keep elemental sulfur, HS 2503, off the roughly C$27.6 billion US-origin import list at 15, 25, or 50 percent rates. Goods already in transit to Canada on the effective date are exempt. Canada's customs tariff continues to list heading 2503.00.00 at free. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260904-04", "published": "2026-09-04", "title": "Autumn fertilizer markets split as urea steadies near 409 dollars while sulfur passes 1,000 and phosphate stays tight", "summary": "Fertilizer Daily's September 4 wrap of BINFIELD's August 31 autumn overview said global fertilizer markets enter the season with mixed signals across nitrogen, phosphate, and potash. Urea stabilized near 409 dollars per metric ton FOB on Indian tender activity and hints that Beijing may loosen informal export quotas, though Hormuz disruption still adds a supply-risk premium and Middle Eastern producers remain unable to ship freely through the Persian Gulf. Phosphate faces the tightest fundamentals: sulfur costs have surged past 1,000 dollars per metric ton as Hormuz transit restrictions and Russia's sulfur export ban removed roughly two-thirds of global traded supply, keeping DAP prices elevated with limited downside through year-end in the overview. Potash demand in Southeast Asia and Latin America stayed sluggish as buyers resisted increases and worked inventories ahead of Q4. For Alberta recovered sulfur on the Vancouver stem, the sulfur line in the overview confirms Pacific swing-supplier status while phosphate tightness keeps nomination interest in four-digit import costs. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "Global", "China", "India" ], "source": "Fertilizer Daily / BINFIELD", "source_url": "https://www.fertilizerdaily.com/20260904-fertilizer-market-autumn-2026-urea-phosphate-potash/", "relevance": "high", "confidence": "medium", "tags": [ "autumn", "urea", "phosphate", "potash", "sulfur_1000", "hormuz" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260905-01", "published": "2026-09-05", "title": "Shengyishe benchmark holds 8,602 yuan on September 4 as model flags oscillating rebound", "summary": "Shengyishe's September 4 sulfur benchmark printed 8,602.33 yuan per tonne, unchanged on the day and up 3.03 percent from the September 1 month-start level of 8,349 yuan. The platform's September 4 technical read classified the move as a strong rebound with oscillating bias: five- and ten-day average spreads turned positive while the twenty-day spread stayed negative, consistent with a bounce from mid-August lows rather than a new uptrend. The benchmark sits in the second price band on sixty-day and three-month horizons but the fourth band on a one-year view, so the desk reads limited downside near term and capped upside against the 2025 to 2026 range. Guidechem's September 3 chemical price sheet put sulfur at 8,602 yuan with zero daily change but weekly and monthly declines of 6.57 and 8.15 percent, aligning with the same national index. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / Guidechem", "source_url": "https://www.100ppi.com/news/detail-20260904-6167468.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "price_rebound", "oscillation" ], "data_type": "verified_public" }, { "id": "sw-intel-20260905-02", "published": "2026-09-05", "title": "Longzhong September 4 review keeps CFR China granular at 1,000 to 1,100 dollars with autumn phosphate stocking weak", "summary": "Longzhong Information's September 4 sulfur market review said early-September port prices stabilized after August's correction, with Zhenjiang granular at 7,600 yuan per tonne on September 2, up 100 yuan from the August 27 low of 7,500 yuan. The same account put last week's CFR China granular offers at 1,000 to 1,100 dollars per tonne while import arrivals stayed slow and domestic refinery output remained constrained. Downstream restocking after the mid-August slide supported the bounce, but autumn phosphate fertilizer stocking was described as below expectations, limiting how far prices can run. Longzhong framed the week as a slight firming oscillation rather than demand-led breakout. Oilchem's September 4 Yangtze granular table and port inventory count remain paywalled, so the desk uses Longzhong's open prose plus the verified September 2 granular print. Open market reporting citing public headlines; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Longzhong Information", "source_url": "http://www.enongzi.com/news/details?id=f420e1a0-0772-46e2-8b97-139c777e6dbe", "relevance": "high", "confidence": "medium", "tags": [ "china", "cfr_china", "granular", "phosphate", "port_supply" ], "data_type": "verified_public" }, { "id": "sw-intel-20260905-03", "published": "2026-09-05", "title": "Ottawa counter-tariffs three days out with HS 2503 still exempt on both borders", "summary": "Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, three calendar days from September 5. The US 50 percent additional tariff on selected Canadian goods entered its fifteenth day on September 5. Finance Canada's August 25 announcement and August 26 revised counter-tariff table keep elemental sulfur, HS 2503, off the roughly C$27.6 billion US-origin import list at 15, 25, or 50 percent rates. Goods already in transit to Canada on the effective date are exempt. Canada's customs tariff continues to list heading 2503.00.00 at free. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260905-04", "published": "2026-09-05", "title": "CoBank warns higher fertilizer prices are structural as phosphate capacity forecast drops 13 percent", "summary": "CoBank's Knowledge Exchange division, in an August report summarized by Fertilizer Daily on September 5, said higher fertilizer prices are structural rather than cyclical and growers should plan for an extended period of elevated input costs. The analysis focuses on phosphate markets and warns global phosphate production capacity is forecast to drop 13 percent from pre-crisis levels because damaged infrastructure, prolonged outages, and raw material shortages cannot be resolved quickly. Three reinforcing factors drive the shift: the sulfur supply crisis from Hormuz disruption; Russia's sulfur export ban compounding the shortage; and capacity additions expected in Morocco and Saudi Arabia facing timeline risks and unlikely to fully compensate before 2028 at the earliest. CoBank said phosphate application cutbacks already underway in the United States this fall could extend into 2027 and beyond, with precision nutrient management and soil testing as partial offsets but no commercial-scale substitute for conventional phosphate. For Alberta inventory and the Vancouver stem, a structural phosphate squeeze keeps Pacific sulfur in demand even when Gulf contract postings ease. Open market reporting citing public analysis; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "United States", "Global" ], "source": "CoBank / Fertilizer Daily", "source_url": "https://www.fertilizerdaily.com/20260905-cobank-higher-fertilizer-prices-structural-phosphate-2026/", "relevance": "high", "confidence": "medium", "tags": [ "cobank", "phosphate", "structural", "capacity", "sulfur_shortage" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260906-01", "published": "2026-09-06", "title": "Shengyishe September 6 mean-difference turns to negative contraction as decline slows", "summary": "Shengyishe's September 6 technical read put the sulfur mean difference at negative 312.17 yuan per tonne, calculated as the ten-day moving average minus the twenty-day average (8,618.00 minus 8,930.17). The platform classified the shift from negative expansion to negative contraction as a decelerating decline and a potential inflection after August's correction from the June peak above 12,000 yuan. The September 4 national benchmark remained 8,602.33 yuan per tonne, unchanged on the day and up 3.03 percent from the September 1 month-start level of 8,349 yuan. The desk reads the September 6 signal as confirmation that the mid-August slide is losing momentum rather than a demand-led reversal. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260906-6177079.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "technical", "inflection" ], "data_type": "verified_public" }, { "id": "sw-intel-20260906-02", "published": "2026-09-06", "title": "Ottawa counter-tariffs two days out with HS 2503 still exempt on both borders", "summary": "Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, two calendar days from September 6. The US 50 percent additional tariff on selected Canadian goods entered its sixteenth day on September 6. Finance Canada's August 25 announcement and August 26 revised counter-tariff table keep elemental sulfur, HS 2503, off the roughly C$27.6 billion US-origin import list at 15, 25, or 50 percent rates. Goods already in transit to Canada on the effective date are exempt. Canada's customs tariff continues to list heading 2503.00.00 at free. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260906-03", "published": "2026-09-06", "title": "China port sulfur inventory at 961,400 tonnes on September 1 with Zhenjiang at 211,000", "summary": "Shengyishe's September 2 port inventory release put national sulfur stocks at 961,400 tonnes on September 1, a level the platform's PriceSeek commentary flagged as elevated and bearish for spot prices. Breakdown: Fangchenggang 400,000 tonnes, Beihai 20,000, Zhanjiang 226,000, Zhenjiang 211,000, Nanjing 10,000, and Dafeng 89,000. SunSirs carried the same count on September 2. The inventory print sits alongside open September 1 granular quotes of 7,550 yuan per tonne at Zhenjiang and 7,530 at Dafeng in Feidoodoo's phosphate fertilizer daily, unchanged from the prior session. High port stocks and weak autumn phosphate stocking continue to cap the early-September bounce documented by Longzhong on September 4. Open market reporting citing public port statistics; not a licensed PRA weekly assessment.", "topics": [ "supply", "demand" ], "geography": [ "China" ], "source": "Shengyishe / SunSirs", "source_url": "https://www.100ppi.com/news/detail-20260902-6155439.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "port_inventory", "zhenjiang", "supply_pressure" ], "data_type": "verified_public" }, { "id": "sw-intel-20260906-04", "published": "2026-09-06", "title": "Farmdoc Daily analysis puts global sulfur above 1,000 dollars and traces path from sub-100 in 2024", "summary": "University of Illinois agricultural economists at Farmdoc Daily, in an analysis summarized by Fertilizer Daily on September 6, said sulfur prices have topped 1,000 dollars per metric ton in global spot markets, fundamentally reshaping phosphate fertilizer economics. The report traces the surge to two supply shocks: ongoing Strait of Hormuz disruption blocking Middle Eastern refinery sulfur exports, and Russia's sulfur export ban removing the world's second-largest traded source. Combined, those disruptions eliminated access to roughly two-thirds of globally traded sulfur. Because sulfuric acid is the primary reagent converting phosphate rock into plant-available phosphoric acid, DAP, and MAP, the cost surge feeds directly into phosphate prices. Farmdoc calculates sulfur alone now accounts for a substantially higher share of DAP production costs, explaining much of the gap between current DAP prices above 820 dollars per metric ton and the 500 to 600 dollar range that prevailed in early 2025. The analysis warns 2027 U.S. farm budgets should anticipate phosphate fertilizer costs at or above current levels, with application-rate cuts likely on lower-margin crops. For Alberta forming plants and the Vancouver stem, four-digit sulfur validates continued Pacific export nominations while Tampa molten at 705 dollars per long ton remains the domestic liquid benchmark. Open market reporting citing public university analysis; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "United States", "Global" ], "source": "Farmdoc Daily / Fertilizer Daily", "source_url": "https://www.fertilizerdaily.com/20260906-sulfur-prices-1000-phosphate-fertilizer-farmdoc-2026/", "relevance": "high", "confidence": "medium", "tags": [ "farmdoc", "sulfur_1000", "dap", "phosphate", "hormuz", "russia_ban" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260907-01", "published": "2026-09-07", "title": "Shengyishe benchmark edges to 8,639 yuan on September 7 as model flags oscillating consolidation", "summary": "Shengyishe's September 7 sulfur benchmark printed 8,639.00 yuan per tonne, up 36.67 yuan from the September 4 level of 8,602.33 yuan and up 3.47 percent from the September 1 month-start print of 8,349 yuan. The platform's September 7 technical read classified the move as oscillating consolidation with a bullish bias: five-day average spread fell to 14.67 from 62.00 while ten- and twenty-day spreads turned positive, producing a (-, +, +) combination Shengyishe labels strong consolidation. The national index sits in the second price band on a sixty-day horizon and the fourth band on a one-year view, so the desk reads limited downside near term and capped upside against the 2025 to 2026 range. Shengyishe's evening September 7 release put the mean difference at negative 303.87 yuan per tonne, continuing the negative contraction that began September 6. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260907-6177506.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "consolidation", "oscillation" ], "data_type": "verified_public" }, { "id": "sw-intel-20260907-02", "published": "2026-09-07", "title": "Ottawa counter-tariffs one day out with HS 2503 still exempt on both borders", "summary": "Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, one calendar day from September 7. The US 50 percent additional tariff on selected Canadian goods entered its seventeenth day on September 7. Finance Canada's August 25 announcement and August 26 revised counter-tariff table keep elemental sulfur, HS 2503, off the roughly C$27.6 billion US-origin import list at 15, 25, or 50 percent rates. Goods already in transit to Canada on the effective date are exempt. Canada's customs tariff continues to list heading 2503.00.00 at free. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260907-03", "published": "2026-09-07", "title": "China port sulfur inventory at 965,700 tonnes on September 7 with Zhenjiang at 221,200", "summary": "Shengyishe's September 7 port inventory release put national sulfur stocks at 965,700 tonnes, up 4,300 tonnes from the September 1 count of 961,400 tonnes. Breakdown: Fangchenggang 390,000 tonnes, Beihai 26,000, Zhanjiang 220,000, Zhenjiang 221,200, Nanjing 10,000, and Dafeng 86,000. PriceSeek commentary flagged the total as elevated and assigned a bearish score, citing supply-side pressure on spot prices. The inventory print sits alongside the September 7 national benchmark at 8,639 yuan per tonne, up 3.47 percent month to date, so high port stocks continue to cap the early-September bounce even as the national index firms. Open market reporting citing public port statistics; not a licensed PRA weekly assessment.", "topics": [ "supply", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260907-6177693.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "port_inventory", "zhenjiang", "supply_pressure" ], "data_type": "verified_public" }, { "id": "sw-intel-20260908-01", "published": "2026-09-08", "title": "Shengyishe benchmark drops 5.06 percent to 8,201.75 yuan as September 8 model flags deep correction", "summary": "Shengyishe's September 8 sulfur benchmark printed 8,201.75 yuan per tonne, down 437.25 yuan or 5.06 percent from the September 7 level of 8,639.00 yuan and down 1.76 percent from the September 1 month-start print of 8,349 yuan. The platform's September 8 technical read classified the move as a deep correction with a bearish bias: five-day average spread collapsed to negative 342.47 from 14.67, ten-day spread turned negative at negative 17.05 from positive 6.33, and twenty-day spread improved to negative 303.87 from negative 312.17, producing a (-, -, +) combination Shengyishe labels deep correction oscillation. The national index sits in the lower price band on sixty-day and three-month horizons but remains in the mid-high band on a one-year view, so the desk reads limited near-term downside after the sharp one-day drop but continued callback pressure against the June 2026 peak. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260908-6183639.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "correction", "oscillation" ], "data_type": "verified_public" }, { "id": "sw-intel-20260908-02", "published": "2026-09-08", "title": "Ottawa counter-tariffs take effect with HS 2503 still exempt on both borders", "summary": "Canada's dollar-for-dollar retaliation against US Section 338 duties entered force at 12:01 a.m. September 8. The US 50 percent additional tariff on selected Canadian goods entered its eighteenth day on September 8. Finance Canada's August 25 announcement and August 26 revised counter-tariff table keep elemental sulfur, HS 2503, off the roughly C$27.6 billion US-origin import list at 15, 25, or 50 percent rates. Goods already in transit to Canada on the effective date are exempt. Canada's customs tariff continues to list heading 2503.00.00 at free. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "exports", "policy" ], "geography": [ "Canada", "United States" ], "source": "Department of Finance Canada", "source_url": "https://www.canada.ca/en/department-finance/news/2026/08/list-of-products-from-the-united-states-subject-to-counter-tariffs-effective-september-8-2026.html", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260908-03", "published": "2026-09-08", "title": "Shengyishe September 8 technical read shifts from strong consolidation to deep correction signal", "summary": "Shengyishe's September 8 oscillation model reversed the September 7 strong-consolidation read after the benchmark's 5.06 percent one-day drop. Five-day average spread fell to negative 342.47 from 14.67, ten-day spread turned negative at negative 17.05 from positive 6.33, and twenty-day spread narrowed to negative 303.87 from negative 312.17. The platform classified the structure as deep correction with bearish oscillation, distinct from the (-, +, +) strong-consolidation signal published September 7. Position reference put sixty-day and three-month cycles in the lower price band, implying limited further downside after the sharp session, while the one-year cycle remains mid-high with callback pressure from the June peak above 11,000 yuan. Port inventory at 965,700 tonnes on September 7 continues to weigh on spot even as the national index corrects. Open market reporting citing public technical indicators; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260908-206218.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "technical", "shengyishe", "correction", "port_inventory" ], "data_type": "verified_public" }, { "id": "sw-intel-20260908-04", "published": "2026-09-08", "title": "QatarEnergy sets September sulfur contract at 880 dollars FOB as SunSirs flags falling postings but rising landed costs", "summary": "SunSirs' September 8 international sulfur review said QatarEnergy announced its September 2026 monthly sulfur contract at 880 dollars per tonne FOB, down 10 dollars from the August price of 890 dollars per tonne, reflecting Middle Eastern exporters' intent to ease purchasing pressure on downstream buyers through minor price adjustments. Actual landed costs remain elevated: based on Kuwait's August contract price of 865 dollars FOB and factoring high freight rates plus Hormuz-route insurance surcharges, SunSirs put theoretical CFR southern China landed cost above 1,070 dollars per tonne, with geopolitical risk the primary driver of procurement cost rather than nominal FOB postings. The report said refinery capacity in key exporting nations is reduced by roughly 30 percent, spot market liquidity has dried up with prices but no trades, and roughly 45 percent of global seaborne sulfur trade normally passes through Hormuz. Downstream, DAP in the U.S. Corn Belt rebounded to around 850 dollars per ton while overseas phosphate producers keep operating loads low. SunSirs warned the global sulfur shortage could persist until 2027. For Alberta and the Vancouver stem, Gulf contract cuts do not translate into lower Pacific FOB when freight and insurance dominate delivered math. Open market reporting citing public contract and analysis; not a licensed PRA weekly assessment.", "topics": [ "prices", "exports" ], "geography": [ "Qatar", "Middle East", "China" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/detail_news-35936.html", "relevance": "high", "confidence": "high", "tags": [ "qatarenergy", "me_contract", "cfr_china", "hormuz", "landed_cost" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260909-01", "published": "2026-09-09", "title": "Shengyishe benchmark slips 0.91 percent to 8,126.75 yuan as September correction extends", "summary": "Shengyishe's September 9 sulfur benchmark printed 8,126.75 yuan per tonne, down 75.00 yuan or 0.91 percent from the September 8 level of 8,201.75 yuan and down 2.66 percent from the September 1 month-start print of 8,349.00 yuan. The platform's trailing-year statistics put the session in the mid-high band on a one-year horizon, with a minimum of 2,627.67 yuan, a maximum of 11,084.33 yuan, and a median of 6,856 yuan. The modest daily move follows September 8's 5.06 percent one-day drop and keeps the national index on a corrective path after the early-September bounce peaked at 8,639 yuan on September 7. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260909-6189593.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "correction" ], "data_type": "verified_public" }, { "id": "sw-intel-20260909-02", "published": "2026-09-09", "title": "Shengyishe September 9 technical read flags oscillation with bearish stall warning", "summary": "Shengyishe's September 9 oscillation model classified the national sulfur index as oscillating with a bearish bias after the benchmark's modest 0.91 percent daily decline. Five-day average spread improved to negative 322.35 from negative 342.47, ten-day spread deteriorated to negative 47.95 from negative 17.05, and twenty-day spread narrowed to negative 299.31 from negative 303.87, producing a (+, -, +) combination Shengyishe labels a stall warning with bearish tilt. Position reference put sixty-day and three-month cycles in the lower price band, implying limited near-term downside after the September correction, while the one-year cycle remains mid-high with callback pressure from the June peak above 11,000 yuan. A separate September 9 spread monitor put the ten-day minus twenty-day gap at negative 302.88 yuan per tonne, re-expanding after a brief narrowing and signaling accelerating downward momentum. Open market reporting citing public technical indicators; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260909-206299.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "technical", "shengyishe", "oscillation", "stall_warning" ], "data_type": "verified_public" }, { "id": "sw-intel-20260909-03", "published": "2026-09-09", "title": "Canada July sulfur exports 444,100 mt as SMM maps US, Indonesia, and Australia as top lanes", "summary": "Shanghai Metals Market's September 8 trade review put Canada's July 2026 monthly sulfur exports at 444,100 metric tonnes, down 15.76 percent month on month and up 46.28 percent year on year, at an average price of 1,181 dollars per metric tonne. Major destinations were the United States at 172,200 tonnes, Indonesia at 75,200 tonnes, Australia at 66,000 tonnes, Morocco at 51,400 tonnes, China at 33,000 tonnes, and Papua New Guinea at 32,500 tonnes. Monthly sulfur imports totalled 881 tonnes, down 17.91 percent month on month. Sulphuric acid exports were 159,800 tonnes at an average 217 dollars per tonne, overwhelmingly to the United States. For Alberta and British Columbia recovery tonnes, the July print confirms Pacific and cross-border nomination breadth even as Middle East seaborne stays impaired. Open trade data citing public customs aggregates; not a licensed PRA weekly assessment.", "topics": [ "exports", "trade" ], "geography": [ "Canada", "United States", "Indonesia", "Australia", "China" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/104103725-smm-analysis-canada-sulphur-and-sulphuric-acid-import-and-export-data-for-july", "relevance": "high", "confidence": "high", "tags": [ "canada", "exports", "smm", "july2026", "vancouver_stem" ], "data_type": "verified_public" }, { "id": "sw-intel-20260909-04", "published": "2026-09-09", "title": "QatarEnergy September contract at 880 dollars FOB holds as SunSirs keeps CFR China above 1,070", "summary": "SunSirs' September 8 international sulfur review reiterated the structural split that has dominated late-summer trade: Middle Eastern contract postings edged lower while landed import costs stayed elevated. QatarEnergy's September 2026 monthly sulfur contract remains at 880 dollars per tonne FOB, down 10 dollars from August's 890 dollars per tonne. SunSirs said theoretical CFR southern China landed cost, based on Kuwait's August contract price of 865 dollars FOB plus high freight and Hormuz-route insurance surcharges, peaked above 1,070 dollars per tonne. Refinery capacity in key exporting nations is reduced by roughly 30 percent, spot liquidity has dried up with prices but few trades, and roughly 45 percent of global seaborne sulfur trade normally passes through Hormuz. Shengyishe's September 9 national benchmark at 8,126.75 yuan shows domestic Chinese prices still correcting even as import-cost math stays four-digit. For the Vancouver stem, Gulf FOB cuts do not translate into lower Pacific nominations when freight and insurance dominate delivered economics. Open market reporting citing public contract and analysis; not a licensed PRA weekly assessment.", "topics": [ "prices", "exports" ], "geography": [ "Qatar", "Middle East", "China" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/detail_news-35936.html", "relevance": "medium", "confidence": "high", "tags": [ "qatarenergy", "me_contract", "cfr_china", "hormuz", "landed_cost" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260910-01", "published": "2026-09-10", "title": "SunSirs flags China port consolidation as Zhenjiang granular holds 7,800 yuan with East China liquid up 40", "summary": "SunSirs' September 10 domestic sulfur review said the market is characterized by consolidation and fluctuation with subdued trading activity. As of September 9, Feiduoduo calculations put granular sulfur at Zhenjiang Port at 7,800 yuan per tonne, down 30 yuan from the prior session; granular at Dafeng Port at 7,780 yuan per tonne, down 30 yuan; powder and lumps at Zhenjiang at 7,750 yuan per tonne, down 30 yuan; powder and lumps at Dafeng at 7,730 yuan per tonne, down 30 yuan; solid sulfur in East China at 7,700 yuan per tonne, stable; and liquid sulfur in East China at 7,535 yuan per tonne, up 40 yuan. Domestic refinery operations are steady with port inventories relatively low, but Hormuz and Bab el-Mandeb shipping risk premiums continue to floor import costs. Autumn phosphate fertilizer stocking is emerging but downstream buyers remain cautious on high-priced supplies. Open market reporting citing public port prices; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/commodity-news/petail-36023.html", "relevance": "high", "confidence": "high", "tags": [ "china", "zhenjiang", "dafeng", "port_prices", "consolidation", "hormuz" ], "data_type": "verified_public" }, { "id": "sw-intel-20260910-02", "published": "2026-09-10", "title": "Prismane puts US DAP at 939 dollars and MAP at 1,087 dollars as September retail averages step above August farmdoc prints", "summary": "Prismane Consulting's September 9 analysis of sulfur above 1,000 dollars per tonne and phosphate fertilizer economics cited reported US fertilizer averages as of September 9, 2026, at approximately 939 dollars per tonne for DAP, 1,087 dollars per tonne for MAP, 548 dollars per tonne for UAN 28 percent, and 708 dollars per tonne for UAN 32 percent. The piece restates University of Illinois farmdoc analysis that Corn Belt DAP rose from around 700 dollars per tonne early in 2026 to approximately 850 dollars per tonne by August while sulfur moved above 1,000 dollars per tonne, with a 0.70 correlation between DAP and Vancouver sulfur prices since 2024. Global benchmarks in the same account put early September Indian DAP at approximately 900 to 920 dollars per tonne CFR and Brazilian MAP at approximately 830 to 850 dollars per tonne CFR, still well above beginning-of-2026 Indian DAP near 668 to 669 dollars CFR. At a sulfur price of 1,000 dollars per tonne, the sulfur requirement alone represents approximately 400 dollars per tonne of DAP before phosphate rock, ammonia, energy, and logistics. Open consulting analysis citing public fertilizer averages; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "United States", "India", "Brazil" ], "source": "Prismane Consulting", "source_url": "https://prismaneconsulting.com/blog-details/sulfur-prices-surge-above-1000t-what-it-means-for-global-phosphate-fertilizer-economics", "relevance": "high", "confidence": "high", "tags": [ "dap", "map", "prismane", "corn_belt", "phosphate", "retail" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260910-03", "published": "2026-09-10", "title": "Shengyishe benchmark rebounds 1.69 percent to 8,264.25 yuan after September correction pause", "summary": "Shengyishe's September 10 sulfur benchmark printed 8,264.25 yuan per tonne, up 137.50 yuan or 1.69 percent from the September 9 level of 8,126.75 yuan and down 1.02 percent from the September 1 month-start print of 8,349.00 yuan. The platform's trailing-year statistics put the session in the mid-high band on a one-year horizon, with a minimum of 2,627.67 yuan, a maximum of 11,084.33 yuan, and a median of 6,856 yuan. The modest daily bounce follows five consecutive sessions of decline from the September 7 peak at 8,639 yuan and interrupts the corrective path that saw a 5.06 percent one-day drop on September 8. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260910-6195485.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "rebound" ], "data_type": "verified_public" }, { "id": "sw-intel-20260910-04", "published": "2026-09-10", "title": "Shengyishe September 10 spread monitor flags downside slowing as M10-M20 gap narrows to negative 261.53 yuan", "summary": "Shengyishe's September 10 spread monitor put the ten-day minus twenty-day gap at negative 261.53 yuan per tonne, calculated as M10 at 8,440.60 yuan minus M20 at 8,702.13 yuan. The platform classified the session as a shift from negative expansion to negative shrinkage, indicating the pace of decline is slowing and labeling the move a potential inflection signal. This follows September 9's negative expansion to negative 302.88 yuan, which had signaled accelerating downward momentum after the early-September peak. With the national benchmark rebounding 1.69 percent on the same day, the spread read and price action are consistent with a corrective pause rather than a trend reversal. Open market reporting citing public technical indicators; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260910-6201031.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "technical", "shengyishe", "spread", "inflection" ], "data_type": "verified_public" }, { "id": "sw-intel-20260910-05", "published": "2026-09-10", "title": "Flexsys raises insoluble sulfur prices up to 20 percent globally effective September 15 on Middle East cost escalation", "summary": "Flexsys, the Akron, Ohio specialty chemicals producer, announced a price increase of up to 20 percent for all grades and package types of insoluble sulfur across all world regions, effective for shipments on or after September 15, 2026, or as contracts allow. The company cited continued cost escalation from ongoing geopolitical events in the Middle East as the driver. Insoluble sulfur is a tire-industry vulcanizing agent derived from elemental sulfur; North American tire and rubber manufacturers source from Flexsys facilities across the continent. The move extends the cost pass-through from four-digit seaborne elemental sulfur into downstream industrial derivatives, complementing Prismane's September 9 account of retail DAP above 900 dollars per tonne. Open corporate announcement; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "United States", "North America" ], "source": "Flexsys / PR Newswire", "source_url": "https://www.prnewswire.com/news-releases/flexsys-announces-global-price-increase-for-insoluble-sulfur-302874468.html", "relevance": "medium", "confidence": "high", "tags": [ "flexsys", "insoluble_sulfur", "tire", "industrial", "cost_pass_through" ], "data_type": "verified_public" }, { "id": "sw-intel-20260911-01", "published": "2026-09-11", "title": "SMM maps China sulfur-acid divergence as Shandong EXW averages 8,028.5 yuan while copper smelting acid index falls 7.9 percent", "summary": "SMM's September 11 sulphuric acid weekly review said the domestic acid market weakened further through the week ended Friday. The SMM China copper smelting acid index printed 1,418 yuan per tonne, down 121.5 yuan from the prior Friday level of 1,539.5 yuan, a weekly decline of 7.9 percent and the largest weekly drop of the year after ten consecutive sessions of weakness including a 66.5 yuan single-day cut on Friday. Regional cuts were led by Daye Nonferrous in Hubei, which lowered quotations by 85 yuan on September 5 and another 200 yuan on September 11 for a cumulative 285 yuan reduction over two rounds, prompting surrounding Yangtze producers such as Tongling in Anhui to adjust. East China smelting acid averaged 1,380 to 1,480 yuan in Jiangxi, down 140 yuan week over week, while fertilizer-linked demand in Anhui sat at 1,120 to 1,170 yuan. In the same review SMM flagged a domestic sulfur divergence: sulphur EXW Shandong on September 11 was quoted at 7,657 to 8,400 yuan per tonne with an average of 8,028.5 yuan, up 53.5 yuan from the prior Friday for a roughly 0.7 percent weekly gain and a second consecutive week of V-shaped recovery. SMM said upstream sulfur stabilized and rebounded but failed to transmit into acid, indicating acid prices are driven by weak supply-demand fundamentals rather than sulfur cost pass-through. Asian export acid also softened, with FOB South Korea at 280 to 320 dollars per tonne averaging 310 dollars, down 10 dollars week over week, and FOB India at 300 to 350 dollars, down 15.5 dollars. Open market reporting citing public SMM indices and regional quotations; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply", "demand" ], "geography": [ "China", "Asia" ], "source": "SMM (Shanghai Metals Market)", "source_url": "https://news.metal.com/newscontent/104110939-china-sulphuric-acid-index-falls-for-10-consecutive-sessions-posting-the-largest-weekly-decline-of-the-year-daye-takes-the-lead-in-launching-the-second-sharp-cut-in-september-smm-sulphuric-acid-weekly-review", "relevance": "high", "confidence": "high", "tags": [ "china", "sulphuric_acid", "smm", "shandong", "copper_smelting", "divergence", "daye" ], "data_type": "verified_public" }, { "id": "sw-intel-20260911-02", "published": "2026-09-11", "title": "Shengyishe benchmark edges up 0.30 percent to 8,289.25 yuan as September correction holds", "summary": "Shengyishe's September 11 national sulfur benchmark printed 8,289.25 yuan per tonne, up 25.00 yuan or 0.30 percent from the September 10 level of 8,264.25 yuan and down 0.72 percent from the September 1 month-start print of 8,349.00 yuan. The platform's trailing-year statistics put the session in the mid-high band on a one-year horizon, with a minimum of 2,627.67 yuan, a maximum of 11,084.33 yuan, and a median of 6,856 yuan. The modest daily gain follows September 10's 1.69 percent rebound and keeps the national index below the September 7 peak at 8,639 yuan, so the early-September correction is pausing rather than reversing. Shengyishe flagged a three-year overbought alert on the annual chart. Open market reporting citing public benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260911-6201459.html", "relevance": "high", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "correction" ], "data_type": "verified_public" }, { "id": "sw-intel-20260911-03", "published": "2026-09-11", "title": "Shengyishe September 11 trend monitor flags stagnation warning on mixed moving-average spreads", "summary": "Shengyishe's September 11 trend analysis classified the national sulfur index as oscillating with a stagnation warning and bearish tilt after the benchmark's modest 0.30 percent daily gain. Five-day average spread improved to negative 14.95 from negative 109.90, ten-day spread deteriorated to negative 136.40 from negative 72.42, and twenty-day spread narrowed to negative 261.53 from negative 302.88, producing a (+, -, +) combination Shengyishe labels a stagnation warning. Position reference put sixty-day and three-month cycles in the lower price band, implying limited near-term downside after the September correction, while the one-year cycle remains mid-high with limited upside from current levels. The platform concluded the trend is oscillating because the three spread changes do not align for a clear directional call. Open market reporting citing public technical indicators; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260911-206474.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "technical", "shengyishe", "stagnation_warning", "oscillation" ], "data_type": "verified_public" }, { "id": "sw-intel-20260911-04", "published": "2026-09-11", "title": "Dongming Petrochemical lists liquid sulfur at 8,000 yuan and solid at 8,500 yuan on September 11", "summary": "China Petroleum and Chemical Industry Federation portal Chemall published September 11 domestic refinery sulfur reference quotes showing Dongming Petrochemical liquid sulfur at 8,000 yuan per tonne and solid sulfur at 8,500 yuan per tonne. The 500 yuan solid premium over liquid is consistent with forming and handling costs at Shandong coastal refineries that have been steady in open PriceSeek and SunSirs accounts through early September. Dongming's liquid quote sits roughly 290 yuan below Shengyishe's September 11 national benchmark at 8,289.25 yuan, while the solid quote is roughly 210 yuan above it, reflecting the regional split between refinery gate and formed-product markets. Open domestic refinery price table; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Chemall / 中国石油和化工网", "source_url": "https://www.chemall.com.cn/news/show-261528.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "dongming", "refinery", "shandong", "liquid", "solid" ], "data_type": "verified_public" }, { "id": "sw-intel-20260911-05", "published": "2026-09-11", "title": "Florida delegation urges Trump administration action as Tampa sulfur costs threaten phosphate output", "summary": "Representative Scott Franklin and seven other members of Florida's congressional delegation sent a letter Wednesday to President Donald Trump and Commerce Secretary Howard Lutnick requesting coordinated federal action to address sulfur supply disruption threatening domestic phosphate fertilizer production. According to Franklin's office and NAFB coverage on September 11, Tampa sulfur prices previously averaged about 172 dollars per long ton over a ten-year window but have exceeded 1,100 dollars per metric ton since May. The letter states domestic phosphate producers have reduced operating rates, idled facilities, and face layoffs because of sulfur availability and cost. Lawmakers suggested voluntary coordination with domestic refiners and sulfur marketers, transportation and storage solutions, trade and financing tools, and engagement with allied suppliers, and noted the administration has convened an interagency process. Open congressional correspondence and news coverage; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand", "policy" ], "geography": [ "United States", "Florida" ], "source": "Rep. Scott Franklin / NAFB via KFGO", "source_url": "https://franklin.house.gov/uploadedfiles/sulfur_crisis_and_protecting_domestic_fertilizer_production_letter.pdf", "relevance": "high", "confidence": "high", "tags": [ "florida", "tampa", "phosphate", "congress", "policy", "fertilizer" ], "data_type": "verified_public" }, { "id": "sw-intel-20260912-01", "published": "2026-09-12", "title": "SMM puts CIF Indonesia sulfur at 1,000 to 1,050 dollars as MHP smelters resist high offers", "summary": "SMM's September 11 nickel raw-materials weekly said sulphur prices CIF Indonesia fell to 1,000 to 1,050 dollars per metric ton, with the weekly average down 25 dollars from 1,050 dollars the prior week. The account described a pattern of high-level stalemate and gradual decline as the tug-of-war between sellers and buyers in the Indonesian market continued. Mixed hydroxide precipitate smelters faced pressure on procurement costs and generally resisted high prices, with transaction centers leaning toward the lower end of the range. On the supply side, SMM said some producers resumed MHP output after Q3 sulphur replenishment while traders released inventory, lifting intermediate availability even as payables stayed weak. Nickel prices consolidated lower on macro pressure and weak demand expectations, keeping the intermediate-product market under near-term pressure. Open market reporting citing public SMM indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply", "demand" ], "geography": [ "Indonesia", "Asia" ], "source": "SMM (Shanghai Metals Market)", "source_url": "https://news.metal.com/newscontent/104111071-smm-analysis-raw-material-market-transactions-were-sluggish-and-nickel-intermediate-product-payables-were-in-the-doldrums-this-week", "relevance": "high", "confidence": "high", "tags": [ "indonesia", "cif", "mhp", "nickel", "new_energy", "softening" ], "data_type": "verified_public" }, { "id": "sw-intel-20260912-02", "published": "2026-09-12", "title": "Shengyishe sulfur index drops 15.74 points to 458.29 on September 12", "summary": "Shengyishe's September 12 sulfur commodity index printed 458.29, down 15.74 points from the September 11 level of 474.03. The index remains 24.65 percent below the cycle peak of 608.19 on June 15, 2026, and 1,677 percent above the February 24, 2020 trough at 25.79. September 12 sample prices ranged from 2,100 to 9,700 yuan per tonne with an average quote of 8,352.33 yuan, unchanged from the September 11 sample average even as the index declined. The drop interrupts two sessions of index recovery from the September 3 low at 472.01 and follows September 11's national benchmark gain of 0.30 percent to 8,289.25 yuan. Open market reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/cindex/list-427.html", "relevance": "high", "confidence": "high", "tags": [ "china", "index", "shengyishe", "correction" ], "data_type": "verified_public" }, { "id": "sw-intel-20260912-03", "published": "2026-09-12", "title": "Shengyishe sulfuric acid spread monitor flags golden cross as M10 equals M20 at 1,821 yuan", "summary": "Shengyishe's September 12 sulphuric acid technical monitor put the ten-day minus twenty-day spread at 0.00 yuan per tonne, calculated as M10 at 1,821.00 yuan minus M20 at 1,821.00 yuan. The platform said the M10 moving average crossed above M20 on the session, with the spread turning from negative to positive and classifying the move as an upward-start signal. The golden cross arrives one day after SMM's September 11 weekly review reported the China copper smelting acid index at 1,418 yuan per tonne, down 7.9 percent week over week in the largest weekly decline of the year. The technical read and spot weakness can coexist when the moving-average crossover lags a sharp spot sell-off. Open market reporting citing public technical indicators; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260912-6208784.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "sulphuric_acid", "technical", "shengyishe", "golden_cross" ], "data_type": "verified_public" }, { "id": "sw-intel-20260913-01", "published": "2026-09-13", "title": "Hormuz vessel strike and Saudi pipeline shutdown deepen sulfur freight crisis ahead of Oman talks", "summary": "Reuters and UKMTO reported September 13 that a projectile struck a vessel transiting the Strait of Hormuz, causing a fire and crew evacuation. Iran said one person was killed and four wounded aboard an Iranian commercial ship struck off Qeshm Island. The attack came one day before a regional meeting in Oman on September 14 where Iran plans to present a proposed maritime corridor with Oman. Foreign Minister Abbas Araghchi told Al-Araby Al-Jadeed the agreement with Oman does not mean reopening the Strait of Hormuz, and Tehran would reopen the waterway only if Washington returns to commitments under the Islamabad memorandum. Saudi Arabia shut its 1,200-kilometre East-West pipeline as a precaution after drone strikes on September 12; the route had been moving about 4 million to 5 million barrels per day as the main bypass for Middle East oil while Hormuz traffic stayed impaired. Traders told Reuters Yanbu storage could sustain Red Sea exports for five to seven days if the pipeline remains offline, after which as much as 4 percent of global oil supply could be at risk on top of Hormuz disruption. BC Insight and TFI accounts put roughly 45 to 50 percent of globally traded sulfur normally transiting Hormuz, with commercial sulfur cargoes near zero since the February conflict. Open freight and policy reporting only; not a licensed PRA weekly assessment.", "topics": [ "freight", "supply", "geopolitics" ], "geography": [ "Middle East", "Global" ], "source": "Reuters / UKMTO / Al-Monitor", "source_url": "https://www.al-monitor.com/originals/2026/09/new-report-attack-strait-hormuz-shipping-fans-fears-threats-oil-supplies", "relevance": "high", "confidence": "high", "tags": [ "hormuz", "saudi_arabia", "pipeline", "oman", "freight", "iran" ], "data_type": "verified_public" }, { "id": "sw-intel-20260913-02", "published": "2026-09-13", "title": "Shengyishe sulfur index holds at 458.29 on September 13 after two-session decline", "summary": "Shengyishe's September 13 sulfur commodity index printed 458.29, unchanged from the September 12 level of 458.29 and down 24.65 percent from the cycle peak of 608.19 on June 15, 2026. September 13 sample prices ranged from 2,100 to 9,700 yuan per tonne with an average quote of 8,352.33 yuan, also unchanged from September 12. The flat print follows a 15.74-point index drop on September 12 from 474.03 and interrupts the modest recovery from the September 3 low at 472.01. The index remains 1,677 percent above the February 24, 2020 trough at 25.79. Stabilization at 458.29 with a flat sample average suggests the early-September correction is pausing rather than accelerating, even as Middle East freight risk keeps import-cost math elevated. Open market reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/cindex/list-427.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "index", "shengyishe", "stabilization" ], "data_type": "verified_public" }, { "id": "sw-intel-20260913-03", "published": "2026-09-13", "title": "US expands Section 338 tariff scope on Canadian goods effective September 15; sulfur still off lists", "summary": "SMM reported September 12 that the US-Canada tariff exchange escalated again: Canada imposed retaliatory tariffs on approximately 20 billion dollars of US goods, and Washington responded with a 50 percent tariff on about 100 additional Canadian product categories effective September 15, plus import prohibitions on certain Canadian motor vehicles and dairy products from September 29. Open trade counsel from Osler and World Trade Scanner puts the September 15 modification at 122 newly covered HTSUS classifications under headings 9903.03.12 and 9903.03.14, with 11 classifications removed, while the base 50 percent Section 338 rate on goods already in scope since August 22 continues. Fertilizer Daily and prior USTR disclosures keep elemental sulfur, HS 2503, sulfuric acid, potash, energy, and critical minerals off the covered lists. Canada remains the dominant US import source for recovered sulfur per USGS import tables, so Alberta forming plants and the Vancouver stem watch list text even as the broader trade fight widens. Open trade context only; not a licensed PRA weekly assessment.", "topics": [ "trade", "exports" ], "geography": [ "Canada", "United States" ], "source": "SMM / Osler / World Trade Scanner", "source_url": "https://news.metal.com/newscontent/104111554-us-canada-tariff-war-escalates-retaliatory-measures-and-bans-on-goods-imposed", "relevance": "medium", "confidence": "high", "tags": [ "trade", "tariffs", "section338", "hs2503", "canada_us" ], "data_type": "verified_public" }, { "id": "sw-intel-20260914-01", "published": "2026-09-14", "title": "Salalah Hormuz corridor summit postponed as Saudi Arabia objects to Iran-Oman deal", "summary": "Foreign ministers from Iran, Iraq, and Gulf Cooperation Council members minus Bahrain were scheduled to meet Monday in Salalah, Oman, to review temporary entry and exit routes for commercial vessels in the Strait of Hormuz. Oman Foreign Minister Badr Albusaidi said late Sunday the meeting was postponed in the interests of consensus. Iran's foreign ministry blamed Saudi objection; Axios and CNN reported Riyadh submitted amendments because the emerging Iran-Oman wording could establish an unacceptable new status quo for Hormuz. Iran spokesman Esmaeil Baghaei said Tehran will continue pursuing the bilateral agreement with Oman finalized last month and decide with Muscat how to announce or register it. The proposed inbound corridor runs through Iranian waters while the outbound route mostly passes through Omani waters, with voluntary tolls reportedly under discussion. Tehran repeated the arrangement would not mean the strait has reopened. Bahrain refused participation, calling the forum appeasement. The setback follows Saudi Arabia's precautionary shutdown of the East-West oil pipeline after drone strikes and weekend vessel attacks off Qeshm Island. Open freight and policy reporting only; not a licensed PRA weekly assessment.", "topics": [ "freight", "geopolitics", "supply" ], "geography": [ "Middle East", "Global" ], "source": "Al Jazeera / France 24 / Oman MFA", "source_url": "https://www.aljazeera.com/news-analysis/2026/9/14/temporary-hormuz-solution-deferred-as-iran-arab-summit-falls-through", "relevance": "high", "confidence": "high", "tags": [ "hormuz", "oman", "saudi_arabia", "gcc", "corridor", "postponed" ], "data_type": "verified_public" }, { "id": "sw-intel-20260914-02", "published": "2026-09-14", "title": "Hormuz commodity transits fall to single digits per day over weekend, Reuters data show", "summary": "Reuters reported September 14 that preliminary shiptracking data showed commodity vessel transits through the Strait of Hormuz fell to a single digit per day at the weekend, well below a 10-day average of 14. Over the weekend four vessels exited the Gulf through the strait, including a Handysize in ballast, a Handy carrying LPG, a Supramax carrying fertilizer, and a Suezmax laden with crude or condensate. Ten vessels entered, including bulk carriers carrying grain, metals, and dry bulk cargo. The figures exclude vessels that may have crossed with automatic identification system transponders off. UKMTO reported early Sunday that a vessel was struck by an unknown projectile while transiting Hormuz. Before the February 28 conflict the strait typically handled about 125 large commercial vessels per day. Fertilizer Daily cited the WTO-AXSMarine Hormuz trade tracker showing fertilizer and sulfur flows remain near zero despite the Iran-Oman safe-route memorandum. Open freight reporting only; not a licensed PRA weekly assessment.", "topics": [ "freight", "supply" ], "geography": [ "Middle East", "Global" ], "source": "Reuters / UKMTO / Fertilizer Daily", "source_url": "https://www.reuters.com/business/hormuz-shipping-traffic-remains-below-10-day-average-weekend-data-shows-2026-09-14/", "relevance": "high", "confidence": "high", "tags": [ "hormuz", "ais", "fertilizer", "vessel_count", "weekend" ], "data_type": "verified_public" }, { "id": "sw-intel-20260914-03", "published": "2026-09-14", "title": "Shengyishe sulfur benchmark holds at 8,352.33 yuan as spread monitor flags strong consolidation", "summary": "Shengyishe published its September 14 sulfur benchmark at 8,352.33 yuan per tonne, unchanged from September 13 and up 0.04 percent from the September 1 level of 8,349.00 yuan. The platform's September 14 trend analysis classified the market as strong consolidation with a bullish tilt, with the five-day spread turning negative while ten-day and twenty-day spreads improved from prior sessions. A separate September 14 spread alert put the ten-day minus twenty-day gap at negative 183.36 yuan per tonne, with the spread re-expanding negative to signal declining prices accelerating again after a brief narrowing phase. The benchmark sits in the middle-high band of its one-year range, with a one-year minimum at 2,627.67 yuan and maximum at 11,084.33 yuan per open Shengyishe statistics. The flat benchmark follows three sessions of unchanged sample averages near 8,352 yuan even as the commodity index corrected from early-September peaks. Open market reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260914-6211020.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "consolidation", "spread" ], "data_type": "verified_public" }, { "id": "sw-intel-20260915-01", "published": "2026-09-15", "title": "Hormuz commodity transits fall to four on Monday as Middle East attacks intensify", "summary": "Baird Maritime and Reuters reported September 15 that preliminary Kpler data showed commodity vessel transits through the Strait of Hormuz totalled four on Monday, down from 10 on Sunday. Two dry bulk carriers exited the waterway, including one laden and one ballast vessel, while two oil tankers entered in ballast. The figures exclude vessels that may have crossed with automatic identification system transponders turned off. Iranian news agency Fars claimed Monday, citing the Islamic Revolutionary Guard Corps, that an oil tanker exploded and caught fire after colliding with mines in the Strait of Hormuz without specifying when the incident occurred. Persian Gulf Arab states also postponed planned talks with Iran on possible Hormuz arrangements. In Bab el-Mandeb, 21 commodity vessels transited Monday, down from 28 the prior day. Before the February 28 conflict the strait typically handled about 125 large commercial vessels per day. Open freight reporting only; not a licensed PRA weekly assessment.", "topics": [ "freight", "supply" ], "geography": [ "Middle East", "Global" ], "source": "Baird Maritime / Reuters / Kpler", "source_url": "https://www.bairdmaritime.com/shipping/hormuz-traffic-dwindles-after-middle-east-attacks-intensify", "relevance": "high", "confidence": "high", "tags": [ "hormuz", "kpler", "ais", "bab_el_mandeb", "monday" ], "data_type": "verified_public" }, { "id": "sw-intel-20260915-02", "published": "2026-09-15", "title": "Washington and Tehran dispute EL GAIA tanker account as Oman tows burned hull off Musandam", "summary": "Iran International reported September 15 that Washington and Tehran offered sharply different accounts of the Panama-flagged tanker EL GAIA off Oman. The IRGC Navy said the tanker struck a naval mine while attempting to pass through what it called a restricted route south of the Strait of Hormuz, causing an explosion and major fire, and repeated that Hormuz remained closed under its smart control. US Central Command rejected that account, saying EL GAIA had been struck by an Iranian missile last month and rendered inoperable before Iran hit it again with a drone over the weekend while it sat off Oman. CENTCOM said the vessel was being towed by a regional partner and called the IRGC account false. Oman's Maritime Security Center said the tanker was being towed to port after catching fire following an earlier attack about 1.3 nautical miles northeast of Musandam governorate. An Omani naval vessel evacuated 23 crew members and arranged medical care while searches continued for two missing people. Open maritime security reporting only; not a licensed PRA weekly assessment.", "topics": [ "freight", "geopolitics" ], "geography": [ "Middle East", "Oman" ], "source": "Iran International / CENTCOM / Oman MSC", "source_url": "https://www.iranintl.com/en/202609156084", "relevance": "high", "confidence": "high", "tags": [ "el_gaia", "irgc", "centcom", "oman", "tanker", "dispute" ], "data_type": "verified_public" }, { "id": "sw-intel-20260915-03", "published": "2026-09-15", "title": "Shengyishe sulfur benchmark drops 5.79 percent to 7,869 yuan on September 15 correction", "summary": "Shengyishe published its September 15 sulfur benchmark at 7,869.00 yuan per tonne on Tuesday morning, down 483.33 yuan or 5.79 percent from the September 14 print of 8,352.33 yuan. The benchmark is down 5.75 percent from the September 1 level of 8,349.00 yuan in open Shengyishe statistics. The platform's September 15 trend analysis classified the market as clearly declining, with five-day, ten-day, and twenty-day spreads all negative and moving in the same direction from the prior session. The five-day spread widened to negative 431.43 yuan per tonne from negative 27.15 yuan on September 14. The benchmark sits in the middle-high band of its one-year range, with a one-year minimum at 2,627.67 yuan and maximum at 11,084.33 yuan. The correction follows three sessions of flat sample averages near 8,352 yuan through September 14. Open market reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260915-6217262.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "correction", "decline" ], "data_type": "verified_public" }, { "id": "sw-intel-20260916-01", "published": "2026-09-16", "title": "Hormuz transits hold at four on Tuesday as 10-day average slips to 18 vessels", "summary": "Reuters reported September 16 that preliminary shipping data showed commodity vessel transits through the Strait of Hormuz remained in the single digits at four on Tuesday, down from seven on Monday and well below a 10-day average of 18. Of the four, two ships exited and two entered. No very large crude carriers or liquefied natural gas tankers were involved. One very large gas carrier, Salute, carrying around 470,000 barrels of liquefied petroleum gas exited via the Iranian route, while Panamax-sized tanker Nautilus, carrying around 510,000 barrels of naphtha, exited via an unknown dark route. The two inbound vessels were both laden, one a short-range dirty products tanker and the other a dry bulk carrier, both entering via the Iranian route. Some ships may have crossed with automatic identification system transponders off and are therefore not counted. Bab el-Mandeb commodity traffic was 22 vessels on Tuesday, little changed from 24 on Monday. Open freight reporting only; not a licensed PRA weekly assessment.", "topics": [ "freight", "supply" ], "geography": [ "Middle East", "Global" ], "source": "Reuters", "source_url": "https://www.reuters.com/world/middle-east/strait-hormuz-ship-crossings-remain-single-digits-data-shows-2026-09-16/", "relevance": "high", "confidence": "high", "tags": [ "hormuz", "ais", "kpler", "bab_el_mandeb", "tuesday" ], "data_type": "verified_public" }, { "id": "sw-intel-20260916-02", "published": "2026-09-16", "title": "Shengyishe sulfur benchmark slips to 7,704 yuan as decline signal persists", "summary": "Shengyishe published its September 16 sulfur benchmark at 7,704.00 yuan per tonne on Wednesday morning, down 165 yuan or 2.10 percent from the September 15 print of 7,869.00 yuan. The benchmark is down 7.73 percent from the September 1 level of 8,349.00 yuan in open Shengyishe statistics. The platform's September 16 trend analysis classified the market as clearly declining, with five-day, ten-day, and twenty-day spreads all negative and each moving further negative from the prior session. The five-day spread widened to negative 479.38 yuan per tonne from negative 431.43 yuan on September 15. Shengyishe cited a September 15 Shandong Dongming refinery solid sulfur quote cut of 400 yuan per tonne and a modest rise in port inventories as spot-side support for the bearish read. The benchmark sits in the middle-high band of its one-year range, with a one-year minimum at 2,627.67 yuan and maximum at 11,084.33 yuan. Open market reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260916-6223153.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "decline", "dongming" ], "data_type": "verified_public" }, { "id": "sw-intel-20260917-01", "published": "2026-09-17", "title": "Sci99 morning sulfuric acid note flags 1,771.25 yuan national average as Shandong sulphur-acid holds 2,700–3,000", "summary": "Sci99 published its September 17 sulfuric acid market morning briefing, putting the national average for 98 percent sulfuric acid at 1,771.25 yuan per metric tonne on September 16, down 24.69 yuan from the prior session. Shandong sulphur-burning acid was quoted in a 2,700 to 3,000 yuan per tonne band, unchanged on the day in the open table. North China smelting acid fell 300 yuan per tonne in the same release. The acid print sits downstream of elemental sulfur benchmarks that Shengyishe had already corrected to 7,704 yuan per tonne on September 16, so the desk reads acid as lagging the sharper elemental move rather than leading it. Open domestic market table; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Sci99", "source_url": "https://trm.sci99.com/mobile/info/3_1000008_45584940.html", "relevance": "medium", "confidence": "high", "tags": [ "sci99", "sulfuric_acid", "shandong", "smelting_acid", "morning" ], "data_type": "verified_public" }, { "id": "sw-intel-20260917-02", "published": "2026-09-17", "title": "Shengyishe September 17 trend read flags weak rebound with bearish (+,-,-) spread signal", "summary": "Shengyishe's September 17 sulfur trend analysis classified the market as a weak rebound with a bearish bias. The five-day average spread improved to negative 292.33 yuan per tonne from negative 479.38 yuan on September 16, the ten-day spread moved to negative 153.96 yuan from negative 60.41 yuan, and the twenty-day spread deepened to negative 233.86 yuan from negative 206.94 yuan, producing a (+, -, -) combination the platform labels weak rebound. The trend note did not publish a new September 17 national benchmark yuan print; the last open benchmark remained 7,704.00 yuan per tonne on September 16. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-2026-09-17-206912.html", "relevance": "medium", "confidence": "high", "tags": [ "china", "benchmark", "shengyishe", "weak_rebound", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260917-03", "published": "2026-09-17", "title": "SunSirs week of September 15 puts China import sulfur CFR at 525–1,050 with granular 1,000–1,050", "summary": "SunSirs' international sulfur review for the week of September 15 put China import sulfur CFR in a 525 to 1,050 dollars per tonne band, with granular grades at 1,000 to 1,050 dollars per tonne. The wide range captures both distressed origins and premium formed product in the same import window while Middle East contract postings such as QatarEnergy's September 880 dollars per tonne FOB sit far below landed parity once Hormuz-route freight and insurance are included. SunSirs reiterated that theoretical CFR southern China landed costs can exceed 1,070 dollars per tonne on risk premiums even when FOB postings ease. For Alberta forming plants and the Vancouver stem, granular import prints near 1,000 dollars per tonne support Pacific netbacks even as domestic Chinese benchmarks correct. Open market reporting; not a licensed PRA weekly assessment.", "topics": [ "prices", "exports" ], "geography": [ "China", "Middle East" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/detail_news-36129.html", "relevance": "high", "confidence": "high", "tags": [ "sunsirs", "cfr_china", "granular", "import_range", "hormuz" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260917-04", "published": "2026-09-17", "title": "BC Insight September 15 flags flat global sulphur, Hormuz backlog near 450 kt, China ports at 884 kt", "summary": "BC Insight's 15 September market insight described global sulphur prices as broadly flat on the week while highlighting persistent Hormuz congestion. The note cited Kpler data estimating roughly 450,000 tonnes of sulfur waiting to transit the strait, a backlog figure consistent with single-digit daily commodity vessel counts reported by Reuters through mid-September. Chinese port inventories were put at about 884,000 tonnes, described as an eleven-week high, while Indian import offers were quoted in a 1,050 to 1,100 dollars per tonne CFR band. The combination of flat headline prices, rising Chinese stocks, and double-digit India CFR offers is the same split SunSirs documented in import CFR ranges for granular product near 1,000 dollars per tonne. Open trade press summary; not a licensed PRA weekly assessment.", "topics": [ "prices", "freight", "supply" ], "geography": [ "Global", "China", "India", "Middle East" ], "source": "BC Insight / CRU Group", "source_url": "https://www.bcinsight.crugroup.com/2026/09/15/market-insight-41/", "relevance": "high", "confidence": "high", "tags": [ "bcinsight", "hormuz", "kpler", "port_inventory", "india_cfr" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260918-01", "published": "2026-09-18", "title": "Shengyishe September 18 sulfur benchmark slips to 7,685.67 yuan/t, MTD down 7.95% from September 1 open", "summary": "Shengyishe published its September 18 national sulfur benchmark at 7,685.67 yuan per metric tonne, down 0.24 percent on the day. Month to date the index is down 7.95 percent versus the September 1 opening level of 8,349 yuan per tonne in the same open table. The print extends the correction from mid-September highs near 8,350 yuan and keeps domestic spot below the record 9,875 yuan per tonne weekly average BC Insight cited for 11 June. Open domestic commodity benchmark; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260918-6234668.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "benchmark", "yuan", "mtd" ], "data_type": "verified_public" }, { "id": "sw-intel-20260918-02", "published": "2026-09-18", "title": "Shengyishe September 18 trend read labels pullback with bullish tilt as D5 spread improves to negative 176 yuan", "summary": "Shengyishe's September 18 sulfur trend analysis classified the market as a pullback with a bullish bias in platform terminology. The five-day average spread improved to negative 176.00 yuan per tonne from negative 292.33 yuan on September 17, the ten-day spread moved to negative 235.52 yuan from negative 153.96 yuan, and the twenty-day spread eased to negative 231.21 yuan from negative 233.86 yuan, producing a (+, −, +) combination the platform links to oscillation with a bullish tilt near the 60-day and three-month low band. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260918-207000.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "pullback", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260918-03", "published": "2026-09-18", "title": "SMM sulphuric acid weekly review: China smelting acid index 1,351 yuan/mt as Shandong sulphur EXW falls 7.2% wow", "summary": "Shanghai Metals Market's sulphuric acid weekly review for the week ending September 18 put China's copper smelting acid index at 1,351 yuan per metric tonne, down 67 yuan or 4.7 percent versus the prior Friday close of 1,418 yuan. The week opened with a 43 yuan drop on September 15 before flat to slight adjustments. Shandong elemental sulphur EXW was quoted at 7,257 to 7,650 yuan per tonne, averaging 7,453.5 yuan, down 575 yuan or 7.2 percent week on week. Middle East FOB sulphur averaged 855 dollars per tonne flat; CIF Indonesia averaged 1,005 dollars per tonne, down 20 dollars, and CFR India was cut 25 dollars to an average near 1,050 dollars per tonne from 1,075 dollars. Asia acid FOB Korea averaged 300 dollars, FOB India 325 dollars, and CFR Indonesia 315 dollars. Shanxi smelting acid fell a further 330 yuan per tonne on September 15 while MAP and DAP margins stayed inverted and autumn fertilizer procurement lagged. Open industry weekly review; not a licensed PRA weekly assessment grid.", "topics": [ "prices", "demand" ], "geography": [ "China", "Middle East", "India", "Indonesia" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/104122023-chinas-sulphuric-acid-weekly-decline-narrowed-significantly-with-shanxi-falling-by-a-further-330-yuanmt-smm-sulphuric-acid-weekly-review", "relevance": "high", "confidence": "high", "tags": [ "smm", "sulphuric_acid", "shandong", "smelting_acid", "weekly" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260918-04", "published": "2026-09-18", "title": "UkrAgroConsult flags US sulfur shortage as Tampa delivered stays above $1,100/t and Mosaic curtailments deepen", "summary": "Fertilizer Daily via UkrAgroConsult on September 18 reported that a US sulfur shortage is threatening higher phosphate fertilizer prices. Florida lawmakers were cited on supply stress while Tampa delivered sulfur has traded above 1,100 dollars per tonne since May 2026 versus a prior-decade average near 172 dollars per long ton in the same chain. Mosaic was reported running plants at roughly 50 percent rates in Florida and Louisiana, with about four tonnes of sulfur required per ten tonnes of DAP or MAP output. The Atlantic demand destruction story parallels SMM's inverted MAP and DAP margins in China and BC Insight's flat-to-soft near-term sulphur outlook published the same day. Open fertilizer trade press; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand", "supply" ], "geography": [ "US Gulf", "Florida" ], "source": "Fertilizer Daily / UkrAgroConsult", "source_url": "https://ukragroconsult.com/en/news/sulfur-shortage-threatens-to-push-us-phosphate-fertilizer-prices-higher/", "relevance": "high", "confidence": "high", "tags": [ "mosaic", "tampa", "phosphate", "florida", "shortage" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260918-05", "published": "2026-09-18", "title": "BC Insight September 18 firms Vancouver FOB to $1,100–1,200/t on Southern Africa sale as ME spot hits three-month low", "summary": "BC Insight Price Trends on September 18 reported Vancouver FOB sulphur firmed 50 dollars per tonne at the upper end to a 1,100 to 1,200 dollars per tonne band on a confirmed Southern Africa sale. Middle East spot was quoted at 865 to 900 dollars per tonne FOB, described as a three-month low, while Hormuz congestion left roughly 400,000 tonnes loaded backlog rising toward 600,000 tonnes on thirteen vessels waiting. China imported 385,403 tonnes in July, up 162 percent month on month but down 65 percent year on year; January through July imports totalled 2.65 million tonnes, down 59 percent year on year. Chinese port stocks were about 947,000 tonnes in late August and the domestic weekly average fell from a record 9,875 yuan per tonne on 11 June to 7,625 yuan in late August. Open trade press summary; not a licensed PRA weekly assessment grid.", "topics": [ "prices", "exports", "freight" ], "geography": [ "Canada", "China", "Middle East", "Global" ], "source": "BC Insight / CRU Group", "source_url": "https://www.bcinsight.crugroup.com/2026/09/18/price-trends-80/", "relevance": "high", "confidence": "high", "tags": [ "bcinsight", "vancouver_fob", "hormuz", "china_imports", "port_stocks" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260919-01", "published": "2026-09-19", "title": "Shengyishe September 19 spread widens to negative 226.51 yuan as M10–M20 gap re-expands on renewed slide", "summary": "Shengyishe monitoring published September 19 put the sulfur ten-day minus twenty-day spread at negative 226.51 yuan per metric tonne, computed as M10 at 7,993.55 yuan minus M20 at 8,220.06 yuan in the open table. The platform said the spread reversed from narrowing back to widening, signalling continued downside with accelerating pace after the September 18 national benchmark had slipped to 7,685.67 yuan, down 7.95 percent month to date from the September 1 open of 8,349 yuan. Open domestic commodity technical reporting; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://finance.sina.com.cn/money/future/nyzx/2026-09-19/doc-iniskimy7448332.shtml", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "spread", "m10", "m20", "bearish" ], "data_type": "verified_public" }, { "id": "sw-intel-20260919-02", "published": "2026-09-19", "title": "SMM nickel chain review: CIF Indonesia sulfur averages $1,005/mt as MHP payables stay weak", "summary": "Shanghai Metals Market's September 18 analysis of mixed hydroxide precipitate markets said sulphur replenishment in the third quarter lifted Indonesian MHP availability while nickel and cobalt payables stayed soft. For elemental sulphur, CIF Indonesia was quoted at 960 to 1,050 dollars per metric tonne this week, averaging 1,005 dollars, down 20 dollars from the prior Friday average near 1,025 dollars. The desk described high-level stalemate with a slow decline as MHP producers resisted on cost grounds and downstream procurement slowed. The piece flagged the 22 September UN General Assembly meeting between the United States and six countries including Saudi Arabia on Iran as a watch point for Middle East sulphur supply expectations. Open industry analysis; not a licensed PRA weekly assessment grid.", "topics": [ "prices", "demand" ], "geography": [ "Indonesia", "China", "Middle East" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/104122442-smm-analysis-downstream-maintains-cautious-purchasing-intermediate-product-payables-in-the-doldrums-this-week", "relevance": "high", "confidence": "high", "tags": [ "smm", "mhp", "cif_indonesia", "nickel", "payables" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260919-03", "published": "2026-09-19", "title": "SMM to launch CFR China sulfur assessment from September 25 on 8,000 mt minimum lots", "summary": "SMM announced September 17 it will add an SMM CFR China Sulfur price point from Friday, September 25, 2026, after market research on China's roughly 9.61 million metric tonne 2025 import book and near 60 percent import dependence. The specification calls for sulfur content at or above 99.5 percent on a dry basis, ash at or below 0.05 percent, moisture at or below 2.0 percent, in lumps or granules, CFR to main Chinese ports, minimum 8,000 metric tonnes, delivery within 60 days, quoted in dollars per metric tonne with publication each Friday at noon Beijing time. The launch adds a second open China import marker alongside existing public domestic benchmarks without replacing licensed PRA weekly assessment grids.", "topics": [ "prices", "regulation" ], "geography": [ "China", "Global" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://www.metal.com/announcements/104120718-smm-announcementannouncement-on-the-addition-of-a-new-price-point-for-smm-cfr-china-sulfur", "relevance": "medium", "confidence": "high", "tags": [ "smm", "cfr_china", "methodology", "launch" ], "data_type": "verified_public" }, { "id": "sw-intel-20260919-04", "published": "2026-09-19", "title": "BC Insight September 18 outlook: global sulphur flat to soft as phosphate curtailments outweigh Hormuz backlog", "summary": "BC Insight's September 18 market outlook classified the global sulphur market as flat to soft near term, with most benchmarks unchanged and Mediterranean plus Chinese port markets softer on thin spot liquidity and cautious buying. Weak phosphate economics were cited across Brazil, China, and Indonesian nickel demand, while Middle East export disruption with substantial Hormuz delays was not translating into broad gains because import buyers were hand-to-mouth or cutting runs. The note said near-term upside may need China's seasonal phosphate buying while added Kazakhstan supply could ease tightness, and maintained downward pressure while buyers delay rather than pay current levels. Open trade press outlook; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand", "supply" ], "geography": [ "Global", "China", "Brazil", "Middle East" ], "source": "BC Insight / CRU Group", "source_url": "https://www.bcinsight.crugroup.com/2026/09/18/market-outlook-82/", "relevance": "high", "confidence": "high", "tags": [ "bcinsight", "outlook", "phosphate", "hormuz", "demand_destruction" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260919-05", "published": "2026-09-19", "title": "BC Insight: China's sulphuric acid export halt removes about 2.8 Mt from 2026 traded acid pool", "summary": "BC Insight's September 18 acid trade insight said Chinese authorities unofficially suspended sulphuric acid exports from May through year-end 2026 to preserve domestic supply amid the global sulphur shortage, removing an estimated 2.8 million metric tonnes from the traded acid market in 2026 with no single origin able to replace the volume. Importers responded by cutting requirements, easing prices from May record highs while levels stayed historically elevated. Indonesian buyers were described as active in spot acid as nickel operations sought alternative feedstock when smelter sulphuric acid supply lagged expectations. The piece linked acid tightness back to elemental sulphur scarcity and slower fourth-quarter sulphur flow normalization if Middle East conflict persists. Open trade press analysis; not a licensed PRA weekly assessment.", "topics": [ "supply", "demand", "regulation" ], "geography": [ "China", "Indonesia", "Global" ], "source": "BC Insight / CRU Group", "source_url": "https://www.bcinsight.crugroup.com/2026/09/18/china-export-halt-reshapes-acid-trade-in-2026/", "relevance": "medium", "confidence": "high", "tags": [ "bcinsight", "sulphuric_acid", "export_ban", "indonesia", "shortage" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260920-01", "published": "2026-09-20", "title": "SMM August customs: China sulfur imports 272,323 t, down 65% y/y; Canada listed among top origins", "summary": "Shanghai Metals Market published August 2026 China sulfur and sulphuric acid trade on September 20. Elemental sulfur imports totalled 272,323.414 metric tonnes in physical content, down 29.34 percent month on month and 65.03 percent year on year, with main sources including the UAE, South Korea, Canada, Japan, Kazakhstan, Vietnam, Singapore, and the Philippines. Sulfur exports were 48 metric tonnes, down 96.34 percent month on month. Sulphuric acid imports were 9,938.436 metric tonnes, up 831.85 percent month on month, while acid exports were 2,474.46 metric tonnes, up 153.47 percent month on month but down 99.43 percent year on year as China's unofficial export halt reshapes the traded acid pool. Open customs-derived industry analysis; not a licensed PRA weekly assessment grid.", "topics": [ "trade", "demand" ], "geography": [ "China", "Canada", "Global" ], "source": "Shanghai Metals Market (SMM)", "source_url": "https://news.metal.com/newscontent/104124089-smm-analysis-china-sulphur-and-sulphuric-acid-import-and-export-data-for-august", "relevance": "high", "confidence": "high", "tags": [ "smm", "customs", "imports", "canada", "august" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260920-02", "published": "2026-09-20", "title": "Longzhong September 20 desk: Zhenjiang granular at 7,200 yuan/t as port and auction prices fall week on week", "summary": "Longzhong Information via open September 20 wires described China's sulfur market as notably weak, with domestic port and auction prices declining week over week despite still-tight international balances in headline commentary. Zhenjiang port mainstream granular sulfur was quoted at 7,200 yuan per metric tonne, down 500 yuan from the prior week. Shandong liquid sulfur fell to 7,600 to 7,625 yuan per tonne, down 205 to 345 yuan week on week, while Northwest solid sulfur was 7,250 to 8,000 yuan, down 250 to 820 yuan. The same relay cited Indonesia CFR near 960 dollars per tonne as a recent deal level, rumoured sub-1,000 dollar CFR bids in China and India that suppliers did not accept, and India trades near CFR 1,050 dollars per tonne. Open industry wire citing Longzhong; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China", "India", "Indonesia" ], "source": "Longzhong Information (via Gate.com / 5iter telegraph)", "source_url": "https://www.gate.com/news/detail/china-sulfur-market-weakens-port-and-domestic-prices-fall-week-over-week-24417783", "relevance": "high", "confidence": "high", "tags": [ "longzhong", "zhenjiang", "port", "cfr", "weakness" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260920-03", "published": "2026-09-20", "title": "Shengyishe September 20 trend labels strong rebound as D5 and D10 spreads improve while D20 widens", "summary": "Shengyishe's September 20 sulfur trend analysis classified the market as a strong rebound with a bullish bias in platform terminology, even as the overall trend direction remained oscillation. The five-day spread improved to negative 17.67 yuan per tonne from negative 57.67 yuan on September 18, the ten-day spread improved to negative 306.88 yuan from negative 326.40 yuan, and the twenty-day spread widened to negative 226.51 yuan from negative 221.99 yuan, producing a (+, +, −) combination the platform links to a rebound signal while prices sit in the first low band on the 60-day and three-month scale. The same day's spot table left granular sulfur at 7,669 yuan per tonne, unchanged on the day. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260920-207102.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "rebound", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260920-04", "published": "2026-09-20", "title": "Shandong Lihuayi cuts solid and liquid sulfur quotes 400 yuan to 7,600/t on September 20", "summary": "Shengyishe reported September 20 that Shandong Lihuayi Chemical kept sulfur units running normally and cut both industrial solid sulfur and liquid sulfur offers by 400 yuan per metric tonne to 7,600 yuan. PriceSeek commentary on the same release scored the move as mildly bearish, citing stable supply and explicit intent to move inventory at lower levels. The cut aligns with Longzhong's September 20 Shandong liquid sulfur band near 7,600 to 7,625 yuan and with a flat 7,669 yuan granular spot print in Shengyishe's afternoon commodity table. Open domestic plant quote; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260920-6242845.html", "relevance": "medium", "confidence": "high", "tags": [ "shandong", "lihuayi", "plant_quote", "liquid" ], "data_type": "verified_public" }, { "id": "sw-intel-20260921-01", "published": "2026-09-21", "title": "Shengyishe September 21 sulfur benchmark holds 7,669 yuan/t flat on day; MTD down 8.14% from September 1 open", "summary": "Shengyishe published its September 21 national sulfur benchmark at 7,669.00 yuan per metric tonne, unchanged on the day at 0.00 percent. Month to date the index is down 8.14 percent versus the September 1 opening level of 8,349 yuan per tonne in the same open table. The flat print follows September 20's unchanged 7,669 yuan session and keeps domestic spot more than 800 yuan below the September 1 open while technical screens flag a rebound bias. Open domestic commodity benchmark; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260921-6247971.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "benchmark", "yuan", "mtd" ], "data_type": "verified_public" }, { "id": "sw-intel-20260921-02", "published": "2026-09-21", "title": "Shengyishe September 21 trend labels strong rebound as D5 and D10 spreads improve; overall read still oscillation", "summary": "Shengyishe's September 21 sulfur trend analysis classified the market as a strong rebound with a bullish bias in platform terminology while the overall trend direction remained oscillation near the 60-day and three-month low band. The five-day average spread improved to negative 10.67 yuan per tonne from negative 17.67 yuan on September 20, the ten-day spread improved to negative 251.85 yuan from negative 306.88 yuan, and the twenty-day spread widened to negative 254.54 yuan from negative 226.51 yuan, producing a (+, +, −) combination the platform links to rebound support inside a choppy range. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260921-207181.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "rebound", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260921-03", "published": "2026-09-21", "title": "September 21 plant quotes: Dongming liquid 7,700 yuan/t (+50) and Lihuayi industrial 7,300 yuan/t (−300)", "summary": "Shengyishe plant wires on September 21 showed Shandong Dongming raising liquid sulfur 50 yuan to 7,700 yuan per metric tonne and solid sulfur 100 yuan to 8,100 yuan while units ran normally. Shandong Lihuayi cut industrial solid and liquid sulfur offers 300 yuan to 7,300 yuan per tonne in a separate release the same day. The Dongming lift contrasts with Fertilizer Daily's September 20 East China granular and liquid sulphur cuts near 7,150 to 7,325 yuan and with Longzhong's September 20 Zhenjiang port granular at 7,200 yuan, highlighting regional dispersion under a flat 7,669 yuan national benchmark. Open domestic plant quotes; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260921-6248141.html", "relevance": "medium", "confidence": "high", "tags": [ "dongming", "lihuayi", "shandong", "plant_quote" ], "data_type": "verified_public" }, { "id": "sw-intel-20260921-04", "published": "2026-09-21", "title": "BC Insight September 19 Price Trends: NA FOB steady $1,100–1,200/t as Hormuz ceasefire window clears 1.07 Mt", "summary": "BC Insight Price Trends on September 19 described a global sulphur holding pattern with bearish buyer sentiment against stubbornly high spot levels. A United States–Iran memorandum and 60-day ceasefire window allowed 22 vessels carrying about 1.07 million metric tonnes to depart the Strait of Hormuz, largely pre-sold, while roughly 380,000 tonnes on eight vessels remained inside the Gulf backlog. Brazil's CMOC tender was framed to test the low end near 1,100 to 1,250 dollars per tonne CFR, India bids were cited near a 1,000 dollar CFR ceiling, and Brazilian May through June arrivals were down 45 percent year on year in Wilson Sons data. North American prices were steady at 1,100 to 1,200 dollars per tonne FOB with deals widely expected below 1,200 dollars. Sulphuric acid coverage included Chile delivered averaging 489 dollars per tonne in June versus 498 dollars in May, China's May through December acid export ban, China acid exports January through May at 783,509 tonnes down 57 percent year on year per GTT, and Jiangsu acid rising from 1,900 to 2,450 yuan per tonne from late April to late June. Open trade press summary; not a licensed PRA weekly assessment grid.", "topics": [ "prices", "freight", "supply" ], "geography": [ "Global", "Canada", "Middle East", "Brazil", "India", "China" ], "source": "BC Insight / CRU Group", "source_url": "https://www.bcinsight.crugroup.com/2026/09/19/price-trends-78/", "relevance": "high", "confidence": "high", "tags": [ "bcinsight", "hormuz", "vancouver_fob", "cmoc", "acid" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260921-05", "published": "2026-09-21", "title": "BC Insight September 19 market update: Harrisson frames deep 2026 deficit as ME exports fall below 1 Mt/mo", "summary": "BC Insight's September 19 sulphur market update by Harrisson argued the market remains in a deep 2026 deficit after Middle East supply accounted for roughly 45 percent of seaborne trade in 2025, with production losses near 2.3 million metric tonnes and monthly exports falling below 1.0 million tonnes per month since March. Prices were described as rising from about 500 dollars per tonne FOB pre-conflict to 1,100 to 1,200 dollars by late June, while phosphate producers including OCP, Mosaic, and Chinese plants cut output. Russia and Kazakhstan rail disruption, more than 0.5 million tonnes loaded but stranded, and more than 1.0 million tonnes of on-land inventory were cited alongside a view that export rates could recover above 1 million tonnes per month in August and September. Open trade press analysis; not a licensed PRA weekly assessment.", "topics": [ "supply", "demand", "prices" ], "geography": [ "Middle East", "Global", "US Gulf" ], "source": "BC Insight / CRU Group", "source_url": "https://www.bcinsight.crugroup.com/2026/09/19/sulphur-market-update/", "relevance": "high", "confidence": "high", "tags": [ "bcinsight", "deficit", "hormuz", "mosaic", "harrisson" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260921-06", "published": "2026-09-21", "title": "Fertilizer Daily September 20 phosphate review: MAP indices flat as East China sulphur slips to 7,150–7,325 yuan", "summary": "Fertilizer Daily Global's September 20 phosphate fertilizer daily review, published September 21, said weaker raw materials and sluggish demand weighed on Chinese phosphate markets. The 55 percent powdered MAP index held at 4,056.25 yuan per tonne unchanged, 55 percent granular MAP was 4,300 yuan, 64 percent granular DAP held 4,563.33 yuan unchanged, and 57 percent DAP fell 1.83 percent to 4,466.36 yuan. Zhenjiang granular sulphur was 7,150 yuan down 50, Dafeng 7,130 yuan down 50, and East China liquid sulphur 7,325 yuan down 70 in the same table. The sulphur cuts align with Longzhong's softer port quotes while BC Insight keeps North American FOB steady at 1,100 to 1,200 dollars per tonne. Open fertilizer trade press; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Fertilizer Daily Global", "source_url": "https://www.fdd-global.com/article-hot-news/september-20-phosphate-fertilizer-daily-review-weaker-raw-materials-and-sluggish-demand-weigh-on-the-market.html", "relevance": "high", "confidence": "high", "tags": [ "fdd", "map", "dap", "zhenjiang", "phosphate" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260921-07", "published": "2026-09-21", "title": "AER ST3 July 2026: Alberta sulphur closing inventory 11.11 Mt as YTD removals reach 1.13 Mt", "summary": "Alberta Energy Regulator ST3 Supply and Disposition of Sulphur data, run date 27 August 2026, put province-wide closing inventory at 11,109,610.9 tonnes for July 2026, down from a January 2026 opening inventory of 11,413,036.2 tonnes in the same file. July total production was 378,614.8 tonnes against a year-to-date total of 2,430,276.0 tonnes, while total removals from Alberta were 183,631.4 tonnes in July and 1,127,009.9 tonnes year to date. The print replaces stale trade-press anchors on public inventory charts and confirms a slower draw than prior platform estimates implied for mid-2026. Primary government balance sheet; verified_public.", "topics": [ "inventory", "supply", "exports" ], "geography": [ "Alberta", "Canada" ], "source": "Alberta Energy Regulator (AER) ST3", "source_url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf", "relevance": "high", "confidence": "high", "tags": [ "aer", "st3", "alberta", "inventory", "verified_public" ], "data_type": "verified_public" }, { "id": "sw-intel-20260922-04", "published": "2026-09-21", "title": "Rep. Buchanan September 21 letter urges White House action on sulfur costs; cites Tampa near $1,100–1,200/lt", "summary": "House Ways and Means Vice Chairman Vern Buchanan released a September 21 letter to President Trump and Commerce Secretary Howard Lutnick asking for immediate federal steps on sulfur affordability after production curtailments and more than 200 fertilizer-sector job losses. The release said Tampa sulfur has surged from a ten-year average near 172 dollars per long ton to roughly 1,100 to 1,200 dollars per long ton since May, a nearly 600 percent move in the congressional framing, and listed possible tools including Defense Production Act coordination, refiner outreach, logistics fixes, and allied supply engagement. The read ties Atlantic phosphate economics to the same Hormuz-driven tightness BC Insight and farmdoc daily have described on open trade press, without importing licensed PRA weekly grids. Public congressional release; verified_public.", "topics": [ "prices", "demand", "policy" ], "geography": [ "United States", "Florida" ], "source": "Office of Rep. Vern Buchanan (FL-16)", "source_url": "https://buchanan.house.gov/2026/09/21/buchanan-urges-trump-administration-to-take-action-on-sulfur-shortage-threatening-american-fertilizer-production/", "relevance": "high", "confidence": "high", "tags": [ "buchanan", "tampa", "phosphate", "policy", "dpa" ], "data_type": "verified_public" }, { "id": "sw-intel-20260922-01", "published": "2026-09-22", "title": "Shengyishe September 22 sulfur benchmark rises to 7,709 yuan/t (+0.52% d); MTD down 7.67% from September 1 open", "summary": "Shengyishe published its September 22 national sulfur benchmark at 7,709.00 yuan per metric tonne, up 0.52 percent on the day from September 21's 7,669 yuan print in the open commodity table. Month to date the index is down 7.67 percent versus the September 1 opening level of 8,349 yuan per tonne, keeping the correction from early-month highs in focus even as spot ticks higher after two flat sessions. The lift is modest relative to the more than 600 yuan gap to the September 1 open and arrives while regional plant and port quotes still diverge under the national line. Open domestic commodity benchmark; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260922-6254055.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "benchmark", "yuan", "mtd" ], "data_type": "verified_public" }, { "id": "sw-intel-20260922-02", "published": "2026-09-22", "title": "Shengyishe September 22 trend keeps strong rebound tag as D5 turns positive; overall read still oscillation", "summary": "Shengyishe's September 22 sulfur trend analysis classified the market as a strong rebound with a bullish bias in platform terminology while the overall trend direction remained oscillation. The five-day average spread improved to positive 28.33 yuan per tonne from negative 10.67 yuan on September 21, the ten-day spread improved to negative 157.83 yuan from negative 251.85 yuan, and the twenty-day spread widened to negative 312.90 yuan from negative 254.54 yuan, producing a (+, +, −) combination the platform links to rebound support inside a choppy range. The technical read lands on a 7,709 yuan spot print, up 40 yuan on the day, rather than on another unchanged national benchmark session. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260922-207279.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "rebound", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260922-03", "published": "2026-09-22", "title": "PriceSeek September 21 China port sulfur stocks 938,000 t; Fangcheng 380,000 t and Zhenjiang 220,000 t lead", "summary": "Shengyishe carried a September 22 PriceSeek port inventory wire for September 21 showing 938,000 metric tonnes of elemental sulfur at monitored Chinese ports, a level the platform flagged as relatively high and mildly bearish for domestic spot. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang 200,000 tonnes, Zhenjiang 220,000 tonnes, Dafeng 86,000 tonnes, Beihai 28,000 tonnes, and Nanjing 10,000 tonnes. The print lands the same day Shengyishe lifted the national benchmark to 7,709 yuan per tonne, highlighting ample coastal stocks against a modest uptick in the national line. Open domestic port statistics via 100ppi; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / PriceSeek via 生意社", "source_url": "https://www.100ppi.com/news/detail-20260922-6254230.html", "relevance": "high", "confidence": "high", "tags": [ "priceseek", "port_stock", "zhenjiang", "fangcheng" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260923-01", "published": "2026-09-23", "title": "Shengyishe September 23 sulfur benchmark rises to 7,752.33 yuan/t (+0.56% d); MTD down 7.15% from September 1 open", "summary": "Shengyishe published its September 23 national sulfur benchmark at 7,752.33 yuan per metric tonne, up 0.56 percent on the day from September 22's 7,709 yuan print in the open commodity table. Month to date the index is down 7.15 percent versus the September 1 opening level of 8,349 yuan per tonne, extending the September correction from early-month highs even as spot posts a third consecutive daily lift. The 43 yuan move follows September 22's 40 yuan gain and keeps the national line above 7,700 yuan while regional plant and port quotes still diverge. Open domestic commodity benchmark; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260923-6259881.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "benchmark", "yuan", "mtd" ], "data_type": "verified_public" }, { "id": "sw-intel-20260923-02", "published": "2026-09-23", "title": "Shengyishe September 23 trend keeps strong rebound tag as D5 mean-diff doubles to 58.66 yuan; overall read still oscillation", "summary": "Shengyishe's September 23 sulfur trend analysis classified the market as a strong rebound with a bullish bias in platform terminology while the overall trend direction remained oscillation. The five-day average spread improved to positive 58.66 yuan per tonne from positive 28.33 yuan on September 22, the ten-day spread improved to negative 84.83 yuan from negative 157.83 yuan, and the twenty-day spread widened to negative 330.40 yuan from negative 312.90 yuan, producing a (+, +, −) combination the platform links to rebound support inside a choppy range. The technical read lands on a 7,752.33 yuan spot print, up 43 yuan on the day, with short-end momentum firming faster than medium spreads. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260923-207347.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "rebound", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260923-03", "published": "2026-09-23", "title": "China port sulfur inventory wire September 23: 940,200 t; Zhenjiang 223,000 t and Fangcheng 380,000 t lead", "summary": "Open market wires on September 23 put monitored Chinese port elemental sulfur stocks at 940,200 metric tonnes, or 94.02 万吨 in domestic reporting, a small rise from the 938,000 tonne PriceSeek total carried on September 22 for September 21 data. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The print lands the same session Shengyishe lifted the national benchmark to 7,752.33 yuan per tonne, highlighting ample coastal stocks against a third daily uptick in the national line. Open domestic port statistics via trade press summary; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "同花顺 / market wire via 10jqka", "source_url": "https://news.10jqka.com.cn/20260923/c680222808.shtml", "relevance": "high", "confidence": "high", "tags": [ "port_stock", "zhenjiang", "fangcheng", "inventory" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20260923-04", "published": "2026-09-23", "title": "Shandong Lihuayi September 23 raises industrial and liquid sulfur offers to 7,400 yuan/t (+100)", "summary": "September 23 plant wires carried on the same domestic market chain reported Shandong Lihuayi lifting industrial solid and liquid sulfur offers by 100 yuan to 7,400 yuan per metric tonne while units ran normally. The move reverses part of Lihuayi's September 21 cut to 7,300 yuan under a flat national benchmark and now tracks closer to the September 23 Shengyishe line at 7,752.33 yuan, though still more than 350 yuan below the national index. Dongming liquid sulfur held near 7,700 yuan on September 21 wires, preserving Shandong dispersion as the national benchmark posts a third daily gain. Open domestic plant quotes via trade press; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "同花顺 / market wire via 10jqka", "source_url": "https://news.10jqka.com.cn/20260923/c680222808.shtml", "relevance": "medium", "confidence": "high", "tags": [ "lihuayi", "shandong", "plant_quote" ], "data_type": "verified_public" }, { "id": "sw-intel-20260924-01", "published": "2026-09-24", "title": "Shengyishe September 24 sulfur benchmark holds at 7,752.33 yuan/t (0.00% d); MTD down 7.15% from September 1 open", "summary": "Shengyishe published its September 24 national sulfur benchmark unchanged at 7,752.33 yuan per metric tonne, 0.00 percent on the day versus September 23's identical print in the open commodity table. Month to date the index is down 7.15 percent versus the September 1 opening level of 8,349 yuan per tonne, pausing a three-session run of daily lifts after September 22 and September 23 added 83 yuan combined. The flat national line keeps spot above 7,700 yuan while the desk watches whether coastal plant and port quotes catch up. Open domestic commodity benchmark; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20260924-6265581.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "benchmark", "yuan", "mtd", "unchanged" ], "data_type": "verified_public" }, { "id": "sw-intel-20260924-02", "published": "2026-09-24", "title": "Shengyishe September 24 trend flips to counter-rally (bearish bias) as D5 falls to 42.00 yuan; oscillation tag holds", "summary": "Shengyishe's September 24 sulfur trend release reclassified the market as counter-rally with a bearish bias in platform terminology, down from September 23's strong rebound tag, while the overall trend direction remained oscillation. The five-day average spread eased to positive 42.00 yuan per tonne from positive 58.66 yuan, the ten-day spread improved to negative 8.17 yuan from negative 84.83 yuan, and the twenty-day spread widened to negative 347.90 yuan from negative 330.40 yuan, producing a (−, +, −) combination the platform links to a fading bounce inside a choppy range. The technical flip lands on an unchanged 7,752.33 yuan spot print after three daily gains. Open technical reporting citing public commodity indices; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/forecast/detail-20260924-207423.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "trend", "counter-rally", "spreads" ], "data_type": "verified_public" }, { "id": "sw-intel-20260924-03", "published": "2026-09-24", "title": "SMM September 24 sulphuric acid weekly: China smelter acid index 1,247.5 yuan/mt (−7.7% w/w); Shandong sulfur EXW avg 7,508.5 yuan/mt", "summary": "SMM's September 24 sulphuric acid weekly review put China's copper smelting acid index at 1,247.5 yuan per metric tonne, down 103.5 yuan or 7.7 percent week on week from 1,351 yuan, marking a twelfth consecutive weekly pullback as the sub-thousand wave spreads inland. The same survey listed sulfur EXW Shandong at 7,267 to 7,750 yuan per metric tonne, averaging 7,508.5 yuan, up 55 yuan or 0.74 percent week on week. Asian acid FOB South Korea was quoted $280 to $320 per tonne, FOB India $300 to $350, and CFR Indonesia $305 to $325 in the published bands. Open trade press weekly; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand", "supply" ], "geography": [ "China", "Asia" ], "source": "SMM / Shanghai Metals Market", "source_url": "https://news.metal.com/newscontent/104133833-waiting-for-policies-and-winter-stockpiling-the-sub-thousand-wave-spreads-to-central-china-smm-sulphuric-acid-weekly-review", "relevance": "medium", "confidence": "high", "tags": [ "smm", "sulphuric_acid", "shandong", "weekly" ], "data_type": "verified_public" }, { "id": "sw-intel-20260925-01", "published": "2026-09-25", "title": "Shengyishe September 25 Shandong solid sulfur holds 7,719 yuan/t (0.00% d) on rawmex and day board; sulfuric acid flat 1,737.50", "summary": "Shengyishe's September 25 rawmex page quoted Shandong solid sulfur at or above 99 percent industrial at 7,719.00 yuan per metric tonne, unchanged at 0.00 percent with a 16:00 timestamp on 2026-09-25. The September 25 chemical day board held sulfur at 7,719.00 yuan per tonne versus 7,719.00 on September 24, also 0.00 percent on the day, with year-on-year up 192.64 percent in the open table. Sulfuric acid on the same board was flat at 1,737.50 yuan per tonne both days. This Shandong and board line is a separate open print from Shengyishe's morning national 基准价 articles that held 7,752.33 yuan on September 23 and September 24; do not read 7,752.33 to 7,719 as a same-series daily drop. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "shandong", "rawmex", "day-board", "unchanged" ], "data_type": "verified_public" }, { "id": "sw-intel-20260925-02", "published": "2026-09-25", "title": "Shengyishe week 38 (9.21–9.25) chemical board: sulfur 7,709 → 7,719 yuan/t (+0.13% w/w); acid flat 1,737.50", "summary": "Shengyishe published its 2026 week 38 chemical price board for 21–25 September on 2026-09-25 at 17:01, showing sulfur week-open at 7,709.00 yuan per metric tonne and week-end at 7,719.00 yuan, up 0.13 percent week on week with year-on-year up 192.64 percent in the open table. Sulfuric acid was unchanged for the week at 1,737.50 yuan per tonne at both week-open and week-end. The modest elemental lift closes a five-day window that began with the September 22 national 基准价 at 7,709 yuan before later national articles printed 7,752.33 yuan on September 23 and September 24. Open weekly commodity board; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://top.100ppi.com/hghy/detail-week---1.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "week-38", "board", "weekly" ], "data_type": "verified_public" }, { "id": "sw-intel-20260926-01", "published": "2026-09-26", "title": "Shengyishe September 26 Shandong solid sulfur holds 7,719 yuan/t (0.00% d) on rawmex; sulfuric acid board line still 1,737.50", "summary": "Shengyishe's September 26 rawmex page quoted Shandong solid sulfur at or above 99 percent industrial at 7,719.00 yuan per metric tonne, unchanged at 0.00 percent with a 16:00 timestamp on 2026-09-26. That marks a third consecutive flat session on the Shandong rawmex line after identical 7,719.00 yuan prints on September 24 and September 25, with year-on-year up 192.64 percent in the open table. The September 25 chemical day board also held sulfur at 7,719.00 yuan versus 7,719.00 on September 24 with sulfuric acid flat at 1,737.50 yuan per tonne both days; no September 26 national 基准价 morning article was on 100ppi at desk time, consistent with prior weekend gaps in that series. This Shandong and board track remains separate from Shengyishe's national 基准价 articles that held 7,752.33 yuan on September 23 and September 24. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "shandong", "rawmex", "unchanged", "weekend" ], "data_type": "verified_public" }, { "id": "sw-intel-20260926-02", "published": "2026-09-26", "title": "China port sulfur inventory wire still on September 23 print: 940,200 t; Fangcheng 380,000 t and Zhenjiang 223,000 t", "summary": "Shengyishe's open rawmex feed on September 26 still carried the September 23 port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes, or 94.02 万吨 in domestic reporting. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes, unchanged from the September 23 post that followed 938,000 tonnes on September 21 data. The stale timestamp lands on a third flat Shandong board session at 7,719 yuan per tonne, highlighting ample coastal stocks against a paused national 基准价 series into the weekend. Open domestic port statistics via trade press summary; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-inventory", "coastal", "stale-print" ], "data_type": "verified_public" }, { "id": "sw-intel-20260927-01", "published": "2026-09-27", "title": "Shengyishe September 27 Shandong solid sulfur holds 7,719 yuan/t (0.00% d) on rawmex; fourth flat session", "summary": "Shengyishe's September 27 rawmex page quoted Shandong solid sulfur at or above 99 percent industrial at 7,719.00 yuan per metric tonne, unchanged at 0.00 percent with a 16:00 timestamp on 2026-09-27. That extends a fourth consecutive flat session on the Shandong rawmex line after identical 7,719.00 yuan prints on September 24, September 25, and September 26, with year-on-year up 192.64 percent in the open table and three-month average 8,850.57 yuan in the same screen. No September 27 national 基准价 morning article was on 100ppi at desk time, consistent with weekend gaps after September 23 and September 24 both held 7,752.33 yuan in that series. The September 25 chemical day board remains the latest published daily board at 7,719.00 yuan with sulfuric acid flat at 1,737.50 yuan per tonne. This Shandong and board track remains separate from the national 基准价 articles. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "shandong", "rawmex", "unchanged", "weekend" ], "data_type": "verified_public" }, { "id": "sw-intel-20260927-02", "published": "2026-09-27", "title": "China port sulfur inventory wire still on September 23 print: 940,200 t; Fangcheng 380,000 t and Zhenjiang 223,000 t", "summary": "Shengyishe's open rawmex feed on September 27 still carried the September 23 port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes, or 94.02 万吨 in domestic reporting. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes, unchanged from the September 23 post that followed 938,000 tonnes on September 21 data. The stale timestamp lands on a fourth flat Shandong board session at 7,719 yuan per tonne through September 27, highlighting ample coastal stocks against a paused national 基准价 series into the weekend. Open domestic port statistics via trade press summary; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-inventory", "coastal", "stale-print" ], "data_type": "verified_public" }, { "id": "sw-intel-20260928-01", "published": "2026-09-28", "title": "Shengyishe September 28 rawmex lifts to 7,735.67 yuan/t (+0.22% d); ends four-session Shandong flat at 7,719", "summary": "Shengyishe's September 28 rawmex screen printed a national benchmark at 7,735.67 yuan per metric tonne, up 0.22 percent with a 16:00 timestamp on 2026-09-28, breaking four consecutive flat Shandong solid sulfur closes at 7,719.00 yuan from September 24 through September 27. The open 现货参考价 table showed Shandong ≥99% industrial solid sulfur at 7,735.67 yuan per tonne on the same stamp, with three-month average 8,839.58 yuan and three-month range 7,669.00 to 9,535.67 yuan in the header block. That Monday lift follows a weekend pause in national 基准价 morning articles after September 23 and September 24 both held 7,752.33 yuan in that article series. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "monday", "benchmark" ], "data_type": "verified_public" }, { "id": "sw-intel-20260928-02", "published": "2026-09-28", "title": "Shengyishe September 28 trend wire flags pullback (偏多) on mixed 均差; desk labels oscillation", "summary": "Shengyishe published its September 28 sulfur trend note via Sina Finance at 09:01 China time, describing a pullback signal with a mildly bullish bias after 5-day, 10-day, and 20-day 均差 moves of (+, -, +) versus the prior session. The table put 5-day 均差 at -6.67 versus -13.33, 10-day at 16.00 versus 25.83, and 20-day at -194.59 versus -221.90, with the desk conclusion set to oscillation rather than a clean up or down trend. Position bands placed 60-day and three-month prices in the first (low) tier for near-term downside space while the one-year band sat in the fourth (mid-high) tier for upside cap. Open methodology commentary republished on a finance portal; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社 (via Sina Finance)", "source_url": "https://finance.sina.com.cn/money/future/nyzx/2026-09-28/doc-initirzn2993414.shtml", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "technical", "oscillation" ], "data_type": "verified_public" }, { "id": "sw-intel-20260928-03", "published": "2026-09-28", "title": "China port sulfur inventory wire still on September 23 print: 940,200 t as Monday spot ticks higher", "summary": "Shengyishe's open rawmex feed on September 28 still carried the September 23 port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes, or 94.02 万吨 in domestic reporting. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes, unchanged from the September 23 post that followed 938,000 tonnes on September 21 data. The stale timestamp lands as Monday rawmex lifted spot to 7,735.67 yuan per tonne, highlighting ample coastal stocks against a modest daily uptick. Open domestic port statistics via trade press summary; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-inventory", "coastal", "stale-print" ], "data_type": "verified_public" }, { "id": "sw-intel-20260929-01", "published": "2026-09-29", "title": "Shengyishe September 29 rawmex lifts to 7,752.33 yuan/t (+0.22% d); Shandong spot aligns with Sep 23 national 基准价", "summary": "Shengyishe's September 29 rawmex screen printed a national benchmark at 7,752.33 yuan per metric tonne, up 0.22 percent with a 16:00 timestamp on 2026-09-29, matching the Shandong ≥99% industrial solid line in the open 现货参考价 table on the same stamp. The Tuesday lift follows Monday's 7,735.67 yuan close on September 28 and re-aligns spot with the last national 基准价 morning articles on September 23 and September 24, which also held 7,752.33 yuan. Header statistics put the three-month average at 8,826.58 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-year position tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "tuesday" ], "data_type": "verified_public" }, { "id": "sw-intel-20260929-02", "published": "2026-09-29", "title": "Shengyishe September 29 trend wire flags pullback (偏多) on mixed 均差; desk keeps oscillation label", "summary": "Shengyishe published its September 29 sulfur trend note via Sina Finance at 08:51 China time, describing a pullback signal with a mildly bullish bias after 5-day, 10-day, and 20-day 均差 moves of (+, -, +) versus the prior session. The table put 5-day 均差 at 13.34 versus -6.67, 10-day at 6.00 versus 16.00, and 20-day at -168.37 versus -194.59, with the desk conclusion set to oscillation rather than a clean up or down trend. Position bands placed 60-day and three-month prices in the first (low) tier for limited near-term downside while the one-year band sat in the fourth (mid-high) tier for capped upside. Open methodology commentary republished on a finance portal; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社 (via Sina Finance)", "source_url": "https://finance.sina.com.cn/money/future/nyzx/2026-09-29/doc-initmzhm9340157.shtml", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "technical", "oscillation" ], "data_type": "verified_public" }, { "id": "sw-intel-20260929-03", "published": "2026-09-29", "title": "Shandong Lihua Yitan lifts solid and liquid sulfur +50 yuan/t to 7,750 as coastal port wire still on Sep 23 print", "summary": "Shengyishe's September 29 plant wire at 09:07 reported Shandong Lihua Yitan running normally with industrial solid sulfur at 7,750 yuan per tonne and liquid sulfur at 7,750 yuan per tonne, each up 50 yuan per tonne versus the prior posting. The producer move lands the same session rawmex lifted the national benchmark to 7,752.33 yuan per tonne at 16:00. The open rawmex feed still carried the September 23 coastal port inventory wire at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads, with Fangcheng at 380,000 tonnes and Zhenjiang at 223,000 tonnes in the breakdown. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "prices", "inventory", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "lihua-yitan", "shandong", "plant-quote", "stale-port" ], "data_type": "verified_public" }, { "id": "sw-intel-20260930-01", "published": "2026-09-30", "title": "Shengyishe September 30 rawmex closes 7,685.67 yuan/t (-0.86% d); Shandong spot aligns at 16:00 stamp", "summary": "Shengyishe's September 30 rawmex screen printed a national benchmark at 7,685.67 yuan per metric tonne, down 0.86 percent with a 16:00 timestamp on 2026-09-30, matching the Shandong ≥99% industrial solid line in the open 现货参考价 table on the same stamp. The Wednesday pullback follows Tuesday's 7,752.33 yuan close on September 29 and erases the prior session's +0.22 percent lift. Header statistics put the three-month average at 8,812.11 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-year position tagged mid-band on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "wednesday", "pullback" ], "data_type": "verified_public" }, { "id": "sw-intel-20260930-02", "published": "2026-09-30", "title": "Shengyishe September 30 trend wire flags 回踩 (偏多) on mixed 均差; desk keeps oscillation label", "summary": "Shengyishe published its September 30 sulfur trend note via Sina Finance at 08:44 China time, describing a pullback signal with a mildly bullish bias after 5-day, 10-day, and 20-day 均差 moves of (+, -, +) versus the prior session. The table put 5-day 均差 at 23.33 versus 13.34, 10-day at 4.33 versus 6.00, and 20-day at -134.44 versus -168.37, with the desk conclusion set to oscillation rather than a clean up or down trend. The note cited September 29 Shandong Lihua Yitan list prices up 50 yuan per tonne as spot support. Position bands placed 60-day and three-month prices in the first (low) tier for limited near-term downside while the one-year band sat in the fourth (mid-high) tier for capped upside. Open methodology commentary republished on a finance portal; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社 (via Sina Finance)", "source_url": "https://finance.sina.com.cn/money/future/nyzx/2026-09-30/doc-initqefp2344052.shtml", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "technical", "oscillation", "huicai" ], "data_type": "verified_public" }, { "id": "sw-intel-20260930-03", "published": "2026-09-30", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on September 30 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, landing two yuan per tonne above the September 30 rawmex close of 7,685.67 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261001-01", "published": "2026-10-01", "title": "Shengyishe October 1 rawmex closes 7,702.33 yuan/t (+0.22% d); Shandong spot aligns at 16:00 stamp", "summary": "Shengyishe's October 1 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, up 0.22 percent with a 16:00 timestamp on 2026-10-01, matching the Shandong ≥99% industrial solid line in the open 现货参考价 table on the same stamp. The Thursday lift follows Wednesday's 7,685.67 yuan close on September 30 and snaps a one-session pullback that had erased Tuesday's +0.22 percent move. Header statistics put the three-month average at 8,797.09 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "thursday", "lift" ], "data_type": "verified_public" }, { "id": "sw-intel-20261001-02", "published": "2026-10-01", "title": "Latest Shengyishe trend wire (Sep 30) keeps oscillation label with pullback (偏多) on mixed 均差", "summary": "No October 1 trend note had posted on the open Sina Finance relay by this run's UTC close. The freshest Shengyishe sulfur trend article remains the September 30 wire at 08:44 China time, describing a pullback signal with a mildly bullish bias after 5-day, 10-day, and 20-day 均差 moves of (+, -, +) versus the prior session. That table put 5-day 均差 at 23.33 versus 13.34, 10-day at 4.33 versus 6.00, and 20-day at -134.44 versus -168.37, with the desk conclusion set to oscillation rather than a clean up or down trend and spot support cited from September 29 Shandong Lihua Yitan list prices up 50 yuan per tonne. Position bands placed 60-day and three-month prices in the first (low) tier for limited near-term downside while the one-year band sat in the fourth (mid-high) tier for capped upside. Open methodology commentary republished on a finance portal; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社 (via Sina Finance)", "source_url": "https://finance.sina.com.cn/money/future/nyzx/2026-09-30/doc-initqefp2344052.shtml", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "trend", "technical", "oscillation", "stale-trend" ], "data_type": "verified_public" }, { "id": "sw-intel-20261001-03", "published": "2026-10-01", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on October 1 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, landing about 48 yuan per tonne above the October 1 rawmex close of 7,702.33 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261002-01", "published": "2026-10-02", "title": "Shengyishe October 2 rawmex holds 7,702.33 yuan/t (0.00% d); Shandong spot matches 16:00 stamp", "summary": "Shengyishe's October 2 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, unchanged on the day with a 16:00 timestamp on 2026-10-02, matching the Shandong ≥99% industrial solid line in the open 现货参考价 table on the same stamp. The flat Friday session follows Thursday's +0.22 percent lift to the same nominal level on October 1 and leaves the desk without a fresh directional tick into the China National Day holiday window. Header statistics put the three-month average at 8,781.34 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "friday", "unchanged" ], "data_type": "verified_public" }, { "id": "sw-intel-20261002-02", "published": "2026-10-02", "title": "Shengyishe October 2 morning wire cites +0.22% vs month-start 7,685.67 yuan/t; year band mid-high", "summary": "Shengyishe's October 2 commodity news wire at 08:30 China time restated the sulfur benchmark at 7,702.33 yuan per tonne, up 0.22 percent versus the month-start print of 7,685.67 yuan on October 1 framing. The same release carried the rolling one-year desk table for 2025-10-02 through 2026-10-02, tagging the current print in the mid-high tier within a band from 2,627.67 to 11,084.33 yuan per tonne and citing a one-year average near 6,013.46 yuan. That morning note does not replace the afternoon rawmex session stamp but confirms the open desk still treats early-October levels as marginally above the September 30 close of 7,685.67 yuan. Open trade-press pricing commentary; not a licensed PRA weekly assessment.", "topics": [ "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/news/detail-20261002-6296366.html", "relevance": "medium", "confidence": "high", "tags": [ "shengyishe", "morning-wire", "month-start", "position-band" ], "data_type": "verified_public" }, { "id": "sw-intel-20261002-03", "published": "2026-10-02", "title": "Oilchem October 1 holiday desk flags weak post-Golden-Week setup; Sep 30 weekly review still last sulfur week note", "summary": "Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post-holiday prices biased to weak sideways trade. The freshest sulfur-specific editorial on the page remained the September 30 weekly review covering 25-30 September, describing soft trading and a modest pullback, with no October 2 daily or morning note posted by this run's UTC close. North American desks should treat the piece as demand-context commentary rather than a Vancouver or Alberta inventory signal. Open Chinese trade press headlines; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Oilchem / 隆众资讯", "source_url": "https://chem.oilchem.net/chemical/sulfur.shtml", "relevance": "medium", "confidence": "high", "tags": [ "oilchem", "golden-week", "demand-gap", "weekly-review" ], "data_type": "verified_public" }, { "id": "sw-intel-20261002-04", "published": "2026-10-02", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on October 2 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, sitting about 48 yuan per tonne above the October 2 rawmex close of 7,702.33 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261003-01", "published": "2026-10-03", "title": "Shengyishe October 3 rawmex holds 7,702.33 yuan/t (0.00% d); Shandong spot matches 16:00 stamp", "summary": "Shengyishe's October 3 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, unchanged on the day with a 16:00 timestamp on 2026-10-03, matching the Shandong greater-or-equal 99 percent industrial solid line in the open spot reference table on the same stamp. The flat Saturday session follows Friday's unchanged close at the same nominal level and leaves the desk without a fresh directional tick through the China National Day holiday window. Header statistics put the three-month average at 8,765.59 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "saturday", "unchanged" ], "data_type": "verified_public" }, { "id": "sw-intel-20261003-02", "published": "2026-10-03", "title": "Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 3 sulfur daily posted", "summary": "Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post-holiday prices biased to weak sideways trade. The freshest sulfur-specific editorial on the page remained the September 30 weekly review covering 25-30 September, describing soft trading and a modest pullback, with no October 3 daily, morning note, or midday review posted by this run's UTC close. North American desks should treat the piece as demand-context commentary rather than a Vancouver or Alberta inventory signal. Open Chinese trade press headlines; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Oilchem / 隆众资讯", "source_url": "https://chem.oilchem.net/chemical/sulfur.shtml", "relevance": "medium", "confidence": "high", "tags": [ "oilchem", "golden-week", "demand-gap", "holiday-desk" ], "data_type": "verified_public" }, { "id": "sw-intel-20261003-03", "published": "2026-10-03", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on October 3 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, sitting about 48 yuan per tonne above the October 3 rawmex close of 7,702.33 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261003-04", "published": "2026-10-03", "title": "AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release", "summary": "The Alberta Energy Regulator's public news-release index on October 3 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2026 energy-outlook and pipeline-performance releases. For Alberta recovered-sulfur desks the read is regulatory quiet through the holiday weekend rather than a fresh compliance or production signal. Operators should still watch ST3 statistical files for monthly inventory prints rather than the media-centre feed for forming-plant stocks. Open government regulator page; not a licensed PRA weekly assessment.", "topics": [ "regulation", "supply" ], "geography": [ "Alberta", "Canada" ], "source": "Alberta Energy Regulator", "source_url": "https://www.aer.ca/about-aer/media-centre/news-releases", "relevance": "low", "confidence": "high", "tags": [ "aer", "regulatory-quiet", "kearl", "st3-watch" ], "data_type": "verified_public" }, { "id": "sw-intel-20261004-01", "published": "2026-10-04", "title": "Shengyishe October 4 rawmex holds 7,702.33 yuan/t (0.00% d); Shandong spot matches 16:00 stamp", "summary": "Shengyishe's October 4 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, unchanged on the day with a 16:00 timestamp on 2026-10-04, matching the Shandong greater-or-equal 99 percent industrial solid line in the open spot reference table on the same stamp. The flat Sunday session is the second consecutive unchanged close at that nominal level through the China National Day holiday window. Header statistics put the three-month average at 8,749.84 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "sunday", "unchanged" ], "data_type": "verified_public" }, { "id": "sw-intel-20261004-02", "published": "2026-10-04", "title": "Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 4 sulfur daily posted", "summary": "Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post-holiday prices biased to weak sideways trade. The freshest sulfur-specific editorial on the page remained the September 30 weekly review covering 25-30 September, describing soft trading and a modest pullback, with no October 4 daily, morning note, or midday review posted by this run's UTC close. North American desks should treat the piece as demand-context commentary rather than a Vancouver or Alberta inventory signal. Open Chinese trade press headlines; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Oilchem / 隆众资讯", "source_url": "https://chem.oilchem.net/chemical/sulfur.shtml", "relevance": "medium", "confidence": "high", "tags": [ "oilchem", "golden-week", "demand-gap", "holiday-desk" ], "data_type": "verified_public" }, { "id": "sw-intel-20261004-03", "published": "2026-10-04", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on October 4 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, sitting about 48 yuan per tonne above the October 4 rawmex close of 7,702.33 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261004-04", "published": "2026-10-04", "title": "AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release", "summary": "The Alberta Energy Regulator's public news-release index on October 4 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2026 energy-outlook and pipeline-performance releases. For Alberta recovered-sulfur desks the read is regulatory quiet through the holiday weekend rather than a fresh compliance or production signal. Operators should still watch ST3 statistical files for monthly inventory prints rather than the media-centre feed for forming-plant stocks. Open government regulator page; not a licensed PRA weekly assessment.", "topics": [ "regulation", "supply" ], "geography": [ "Alberta", "Canada" ], "source": "Alberta Energy Regulator", "source_url": "https://www.aer.ca/about-aer/media-centre/news-releases", "relevance": "low", "confidence": "high", "tags": [ "aer", "regulatory-quiet", "kearl", "st3-watch" ], "data_type": "verified_public" }, { "id": "sw-intel-20261005-01", "published": "2026-10-05", "title": "Shengyishe October 5 rawmex holds 7,702.33 yuan/t (0.00% d); Shandong spot matches 16:00 stamp", "summary": "Shengyishe's October 5 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, unchanged on the day with a 16:00 timestamp on 2026-10-05, matching the Shandong greater-or-equal 99 percent industrial solid line in the open spot reference table on the same stamp. The flat Monday session is the third consecutive unchanged close at that nominal level through the China National Day holiday window. Header statistics put the three-month average at 8,736.28 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "monday", "unchanged" ], "data_type": "verified_public" }, { "id": "sw-intel-20261005-02", "published": "2026-10-05", "title": "Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 5 sulfur daily posted", "summary": "Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post-holiday prices biased to weak sideways trade. The freshest sulfur-specific editorial on the page remained the September 30 weekly review and price dailies through September 30, with no October 5 daily, morning note, or midday review posted by this run's UTC close. North American desks should treat the piece as demand-context commentary rather than a Vancouver or Alberta inventory signal. Open Chinese trade press headlines; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Oilchem / 隆众资讯", "source_url": "https://chem.oilchem.net/chemical/sulfur.shtml", "relevance": "medium", "confidence": "high", "tags": [ "oilchem", "golden-week", "demand-gap", "holiday-desk" ], "data_type": "verified_public" }, { "id": "sw-intel-20261005-03", "published": "2026-10-05", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on October 5 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, sitting about 48 yuan per tonne above the October 5 rawmex close of 7,702.33 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261005-04", "published": "2026-10-05", "title": "AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release", "summary": "The Alberta Energy Regulator's public news-release index on October 5 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-performance releases. For Alberta recovered-sulfur desks the read is regulatory quiet through the holiday weekend rather than a fresh compliance or production signal. Operators should still watch ST3 statistical files for monthly inventory prints rather than the media-centre feed for forming-plant stocks. Open government regulator page; not a licensed PRA weekly assessment.", "topics": [ "regulation", "supply" ], "geography": [ "Alberta", "Canada" ], "source": "Alberta Energy Regulator", "source_url": "https://www.aer.ca/about-aer/media-centre/news-releases", "relevance": "low", "confidence": "high", "tags": [ "aer", "regulatory-quiet", "kearl", "st3-watch" ], "data_type": "verified_public" }, { "id": "sw-intel-20261006-01", "published": "2026-10-06", "title": "Shengyishe October 6 rawmex holds 7,702.33 yuan/t (0.00% d); fourth flat holiday session at 16:00", "summary": "Shengyishe's October 6 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, unchanged on the day with a 16:00 timestamp on 2026-10-06, matching the Shandong greater-or-equal 99 percent industrial solid line in the open spot reference table on the same stamp. The flat Tuesday session is the fourth consecutive unchanged close at that nominal level through the China National Day holiday window. Header statistics put the three-month average at 8,725.66 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Shengyishe's October 6 commodity note reiterated the 7,702.33 yuan close and a 0.22 percent lift versus the 1 October month-open print of 7,685.67 yuan. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "tuesday", "unchanged", "golden-week" ], "data_type": "verified_public" }, { "id": "sw-intel-20261006-02", "published": "2026-10-06", "title": "Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 6 sulfur daily posted", "summary": "Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post-holiday prices biased to weak sideways trade. The freshest sulfur-specific editorial on the page remained the September 30 weekly review and price dailies through September 30, with no October 6 daily, morning note, or midday review posted by this run's UTC close. North American desks should treat the piece as demand-context commentary rather than a Vancouver or Alberta inventory signal. Open Chinese trade press headlines; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Oilchem / 隆众资讯", "source_url": "https://chem.oilchem.net/chemical/sulfur.shtml", "relevance": "medium", "confidence": "high", "tags": [ "oilchem", "golden-week", "demand-gap", "holiday-desk" ], "data_type": "verified_public" }, { "id": "sw-intel-20261006-03", "published": "2026-10-06", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; iFind flags 50 yuan/t weekly slip on flat spot", "summary": "Shengyishe's open rawmex feed on October 6 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, sitting about 48 yuan per tonne above the October 6 rawmex close of 7,702.33 yuan at 16:00. A Tonghuashun iFind screen dated October 6 echoed the 7,702.33 yuan spot with zero day-on-day change but cited a 50 yuan per tonne, or 0.64 percent, cumulative decline over the prior week and a 936.67 yuan per tonne, or 10.84 percent, slide over the prior month. Open domestic plant, port, and data-vendor statistics; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "ifind", "weekly-slip" ], "data_type": "verified_public" }, { "id": "sw-intel-20261006-04", "published": "2026-10-06", "title": "AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release", "summary": "The Alberta Energy Regulator's public news-release index on October 6 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-performance releases. For Alberta recovered-sulfur desks the read is regulatory quiet through the holiday week rather than a fresh compliance or production signal. Operators should still watch ST3 statistical files for monthly inventory prints rather than the media-centre feed for forming-plant stocks. Open government regulator page; not a licensed PRA weekly assessment.", "topics": [ "regulation", "supply" ], "geography": [ "Alberta", "Canada" ], "source": "Alberta Energy Regulator", "source_url": "https://www.aer.ca/about-aer/media-centre/news-releases", "relevance": "low", "confidence": "high", "tags": [ "aer", "regulatory-quiet", "kearl", "st3-watch" ], "data_type": "verified_public" }, { "id": "sw-intel-20261007-01", "published": "2026-10-07", "title": "Shengyishe October 7 rawmex holds 7,702.33 yuan/t (0.00% d); fifth flat holiday session at 16:00", "summary": "Shengyishe's October 7 rawmex screen printed a national benchmark at 7,702.33 yuan per metric tonne, unchanged on the day with a 16:00 timestamp on 2026-10-07, matching the Shandong greater-or-equal 99 percent industrial solid line in the open spot reference table on the same stamp. The flat Wednesday session is the fifth consecutive unchanged close at that nominal level through the China National Day holiday window. Header statistics put the three-month average at 8,716.14 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,669.00 yuan, with one-, two-, and three-year position bands tagged mid-high on the page. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "wednesday", "unchanged", "golden-week" ], "data_type": "verified_public" }, { "id": "sw-intel-20261007-02", "published": "2026-10-07", "title": "Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 7 sulfur daily posted", "summary": "Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post-holiday prices biased to weak sideways trade. The freshest sulfur-specific editorial on the page remained the September 30 weekly review and price dailies through September 30, with no October 7 daily, morning note, or midday review posted by this run's UTC close. North American desks should treat the piece as demand-context commentary rather than a Vancouver or Alberta inventory signal. Open Chinese trade press headlines; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China", "Global" ], "source": "Oilchem / 隆众资讯", "source_url": "https://chem.oilchem.net/chemical/sulfur.shtml", "relevance": "medium", "confidence": "high", "tags": [ "oilchem", "golden-week", "demand-gap", "holiday-desk" ], "data_type": "verified_public" }, { "id": "sw-intel-20261007-03", "published": "2026-10-07", "title": "Open feed still carries Sep 23 coastal port wire at 940,200 t; Lihua Yitan Sep 29 quote at 7,750 yuan/t", "summary": "Shengyishe's open rawmex feed on October 7 still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes (94.02 万吨), unchanged from prior desk reads. The breakdown listed Fangcheng at 380,000 tonnes, Zhanjiang at 200,000 tonnes, Zhenjiang at 223,000 tonnes, Dafeng at 86,000 tonnes, Beihai at 23,000 tonnes, and Nanjing at 10,000 tonnes. The same feed carried the September 29 Shandong Lihua Yitan plant wire at 7,750 yuan per tonne for solid and liquid grades, each up 50 yuan per tonne versus the prior posting, sitting about 48 yuan per tonne above the October 7 rawmex close of 7,702.33 yuan at 16:00. Open domestic plant and port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply", "prices" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "lihua-yitan", "stale-port", "shandong" ], "data_type": "verified_public" }, { "id": "sw-intel-20261007-04", "published": "2026-10-07", "title": "AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release", "summary": "The Alberta Energy Regulator's public news-release index on October 7 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-performance releases. For Alberta recovered-sulfur desks the read is regulatory quiet through the holiday week rather than a fresh compliance or production signal. Operators should still watch ST3 statistical files for monthly inventory prints rather than the media-centre feed for forming-plant stocks. Open government regulator page; not a licensed PRA weekly assessment.", "topics": [ "regulation", "supply" ], "geography": [ "Alberta", "Canada" ], "source": "Alberta Energy Regulator", "source_url": "https://www.aer.ca/about-aer/media-centre/news-releases", "relevance": "low", "confidence": "high", "tags": [ "aer", "regulatory-quiet", "kearl", "st3-watch" ], "data_type": "verified_public" }, { "id": "sw-intel-20261008-01", "published": "2026-10-08", "title": "Shengyishe October 8 rawmex falls to 7,402.33 yuan/t (-3.89% d); first post-holiday session marks three-month low at 16:00", "summary": "Shengyishe's October 8 rawmex screen printed a national benchmark at 7,402.33 yuan per metric tonne, down 3.89 percent on the day with a 16:00 timestamp on 2026-10-08, matching the Shandong greater-or-equal 99 percent industrial solid line in the open spot reference table on the same stamp. The drop breaks four consecutive unchanged holiday closes at 7,702.33 yuan and sets a new three-month low in the page header statistics, which put the three-month average at 8,701.85 yuan per tonne with a three-month high of 9,535.67 yuan and low of 7,402.33 yuan. One-, two-, and three-year position bands on the page shifted to mid and mid-high versus the prior desk read. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "benchmark", "post-holiday", "sell-off", "three-month-low" ], "data_type": "verified_public" }, { "id": "sw-intel-20261008-02", "published": "2026-10-08", "title": "Shengyishe October 8 coastal port wire lifts monitored stocks to 1.0197 Mt; Fangcheng and Zhanjiang lead build", "summary": "Shengyishe's open feed on October 8 posted a fresh coastal port inventory wire dated 2026-10-08, putting monitored Chinese coastal elemental sulfur stocks at 1,019,700 metric tonnes (101.97 万吨), up about 79,500 tonnes versus the September 23 wire at 940,200 tonnes still carried on the page. The breakdown listed Fangcheng at 420,000 tonnes, Zhanjiang at 260,000 tonnes, Zhenjiang at 210,000 tonnes, Dafeng at 83,000 tonnes, Beihai at 18,000 tonnes, and Nanjing at 10,000 tonnes. For North American export desks the read is a heavier China coastal stock cushion into the first full post-Golden-Week session, not a Vancouver or Alberta inventory print. Open domestic port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "port-stocks", "fangcheng", "zhanjiang", "post-holiday-build" ], "data_type": "verified_public" }, { "id": "sw-intel-20261008-03", "published": "2026-10-08", "title": "Shandong plant wires cut post-holiday: Lihua Yitan 7,500 yuan/t (-250); Dongming solid 8,000 (-200) and liquid 7,500 (-400)", "summary": "Shengyishe's October 8 commodity feed carried same-day Shandong plant wires showing post-holiday markdowns at major refiners. Shandong Lihua Yitan listed industrial and liquid sulfur at 7,500 yuan per tonne each, down 250 yuan per tonne versus the September 29 posting at 7,750 yuan. Shandong Dongming Petrochemical listed liquid sulfur at 7,500 yuan per tonne, down 400 yuan per tonne, and solid sulfur at 8,000 yuan per tonne, down 200 yuan per tonne, on the October 8 timestamps. Plant offers sit above the 16:00 rawmex close of 7,402.33 yuan on the national screen but confirm a softer domestic offer stack after the holiday pause. Open domestic plant quotes via trade press; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "lihua-yitan", "dongming", "shandong", "plant-quotes", "markdown" ], "data_type": "verified_public" }, { "id": "sw-intel-20261008-04", "published": "2026-10-08", "title": "AER news index unchanged since June 11 Kearl plea; USGS sulfur MIS still 2026 Q1 only on open hub", "summary": "The Alberta Energy Regulator's public news-release index on October 8 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-performance releases. The U.S. Geological Survey National Minerals Information Center sulfur statistics page remained accessible with the ScienceBase transition note unchanged and Mineral Industry Surveys links showing 2026 monthly files through March only, with 2025 monthly files listed through December but no new October 2025 MIS signal beyond the standing index. Alberta recovered-sulfur desks should continue to watch ST3 statistical files and Vancouver trade statistics rather than these feeds for forming-plant or export volumes. Open government pages; not a licensed PRA weekly assessment.", "topics": [ "regulation", "supply" ], "geography": [ "Alberta", "Canada", "United States" ], "source": "Alberta Energy Regulator; U.S. Geological Survey", "source_url": "https://www.aer.ca/about-aer/media-centre/news-releases", "relevance": "low", "confidence": "high", "tags": [ "aer", "usgs", "regulatory-quiet", "st3-watch" ], "data_type": "verified_public" }, { "id": "sw-intel-20261017-01", "published": "2026-10-17", "title": "Shengyishe rawmex holds 6,652.33 yuan/t at Oct 17 close; Oct 16 morning 基准 6,669 marks three-month low band", "summary": "Shengyishe's open rawmex screen printed 6,652.33 yuan per metric tonne at the 16:00 stamp on 2026-10-17, unchanged on the day, with the Shandong ≥99% industrial solid line in the 现货参考价 table matching the same level. The Oct 16 national 基准价 morning article posted 6,669.00 yuan per tonne, down 6.94 percent versus the prior session in the house statistics block and 13.23 percent versus the Oct 1 reference of 7,685.67 yuan, while the Oct 16 16:38 price wire carried 6,652.33 yuan as the session reference. Header statistics on the rawmex page put the three-month low at 6,652.33 yuan, tying the current print to the bottom of the post-Golden-Week unwind from the 7,702.33 yuan holiday hold. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shengyishe", "rawmex", "three-month-low", "post-holiday-unwind" ], "data_type": "verified_public" }, { "id": "sw-intel-20261017-02", "published": "2026-10-17", "title": "Shengyishe Oct 15 coastal port wire lifts monitored stocks to 1.1235 Mt; Fangcheng and Zhanjiang lead", "summary": "Shengyishe's rawmex feed carried a coastal port inventory wire dated 2026-10-15, putting monitored Chinese coastal elemental sulfur stocks at 1,123,500 metric tonnes (112.35 万吨), up about 103,800 tonnes versus the October 8 wire at 1,019,700 tonnes still on the page earlier in the month. The breakdown listed Fangcheng at 420,000 tonnes, Zhanjiang at 360,000 tonnes, Zhenjiang at 208,000 tonnes, Dafeng at 83,000 tonnes, Beihai at 18,000 tonnes, and Nanjing at 10,000 tonnes, with Beihai also shown at 18,000 tonnes in the domestic table line. For North American export desks the read is heavier China coastal cover into mid-October while domestic spot continues to slide, not an Alberta or Vancouver inventory print. Open domestic port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "port-stocks", "fangcheng", "zhanjiang", "coastal-build" ], "data_type": "verified_public" }, { "id": "sw-intel-20261017-03", "published": "2026-10-17", "title": "ChemPortal Oct 15 freight table: Vancouver–China 50–60 kt at 38–43 USD/t; Pacific stem freight separate from FOB assessments", "summary": "ChemPortal's open sulphur dashboard dated 15 October 2026 published a freight table row for Vancouver loading to China on 50–60 thousand tonne parcels at 38–43 dollars per tonne, unchanged in the low–high band format from the prior week's Pacific freight context on the same page. The site labels its spot price grid as Argus and PetroGeneral sourced; Sulfur Wire does not redistribute those licensed weekly FOB assessment bands on public pages. The freight row is a public logistics marker for the Vancouver stem into China when desks size CFR netbacks against domestic Chinese spot near 6,650 yuan per tonne on Shengyishe. Open trade-portal freight table; not a licensed PRA weekly assessment.", "topics": [ "freight", "exports" ], "geography": [ "Canada", "China" ], "source": "ChemPortal", "source_url": "https://www.chemportal.com.tr/markets/sulphur.html", "relevance": "medium", "confidence": "high", "tags": [ "vancouver-stem", "freight", "china-parcel" ], "data_type": "verified_public" }, { "id": "sw-intel-20261017-04", "published": "2026-10-17", "title": "China sulfur loses 10% in eight days as acid and seaborne contracts reset", "summary": "Shengyishe's national sulfur benchmark fell from 7,402.33 yuan per metric tonne on October 9 to 6,652.33 yuan on October 17, a 10.1 percent decline, while its monitored coastal stock tally rose to 1.1235 million tonnes on October 15. SunSirs put China's industrial-grade 98 percent sulfuric acid reference at 1,557.50 yuan per tonne on October 17, down from 1,677.50 yuan on October 14. SMM's open October producer notice set QatarEnergy at 835 dollars per tonne FOB, Kuwait Petroleum Corporation at 820 dollars and ADNOC at 890 dollars FOB Ruwais, while ChemPriceHub's October 16 public roundup reported Vancouver transactions at 830 to 840 dollars per tonne FOB. AER's August government close remains the North American physical anchor at 11,042,851.4 tonnes, while the fourth-quarter Tampa molten contract was still unsettled on October 16 and the confirmed third-quarter contract remained 705 dollars per long ton.", "topics": [ "prices", "inventory", "demand" ], "geography": [ "China", "Canada", "Middle East", "United States" ], "source": "Open market and government sources", "source_url": "https://www.100ppi.com/news/detail-20261009-6314274.html", "sources": [ { "name": "Shengyishe sulfur benchmark, Oct 9", "url": "https://www.100ppi.com/news/detail-20261009-6314274.html" }, { "name": "Shengyishe sulfur benchmark and port stocks, Oct 17", "url": "https://www.100ppi.com/rawmex/detail-427.html" }, { "name": "SunSirs sulfuric acid daily prices", "url": "https://www.sunsirs.com/uk/prodetail-236.html" }, { "name": "SMM October Middle East contracts", "url": "https://news.metal.com/newscontent/104145450-smm-flash-middle-east-october-sulfur-contract-prices-announced" }, { "name": "ChemPriceHub international sulfur roundup, Oct 16", "url": "https://www.chempricehub.com/news/detail-key-highlights-of-the-international-sulfur-market-on-october-15-2026-c9z7tbbj.html" }, { "name": "AER ST3 sulfur supply and disposition", "url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf" }, { "name": "Green Markets Tampa status, Oct 16", "url": "https://fertilizerpricing.com/sulfur-547/" } ], "relevance": "high", "confidence": "high", "tags": [ "catch-up", "shandong", "sulfuric-acid", "vancouver", "middle-east-contracts", "tampa", "alberta" ], "data_type": "industry_estimate" }, { "id": "sw-intel-20261018-01", "published": "2026-10-18", "title": "Shengyishe rawmex holds 6,652.33 yuan/t at Oct 18 close; three-month low band extends to second session", "summary": "Shengyishe's open rawmex screen printed 6,652.33 yuan per metric tonne at the 16:00 stamp on 2026-10-18, unchanged for a second session, with the Shandong ≥99% industrial solid line in the 现货参考价 table matching the same level. Header statistics still put the three-month low at 6,652.33 yuan and the three-month average near 8,479.48 yuan, framing spot at the bottom of the post-Golden-Week unwind from 7,702.33 yuan holiday holds. One-, two-, and three-year position bands on the page read mid-band. Open domestic commodity benchmarks; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "rawmex", "three-month-low", "weekend-hold" ], "data_type": "verified_public" }, { "id": "sw-intel-20261018-02", "published": "2026-10-18", "title": "China coastal sulfur port stocks plateau near 1.123 Mt on Oct 14–15 Shengyishe wires", "summary": "Shengyishe port inventory wires dated 2026-10-14 and 2026-10-15 put monitored coastal elemental sulfur stocks at 1,123,200 and 1,123,500 metric tonnes respectively, a flat band after the mid-October build from 1,019,700 tonnes on the October 8 wire. The October 15 breakdown still listed Fangcheng at 420,000 tonnes, Zhanjiang at 360,000 tonnes, Zhenjiang at 208,000 tonnes, Dafeng at 83,000 tonnes, Beihai at 18,000 tonnes, and Nanjing at 10,000 tonnes. For Pacific export desks the read is heavy but stable China coastal cover into the Oct 18 weekend while domestic spot sits at the three-month low. Open domestic port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "port-stocks", "plateau", "fangcheng", "zhanjiang" ], "data_type": "verified_public" }, { "id": "sw-intel-20261018-03", "published": "2026-10-18", "title": "SunSirs sulfuric acid reference flat at 1,557.50 yuan/t Oct 15–18 after Oct 14 step down", "summary": "SunSirs' open daily table for China's industrial sulfuric acid printed 1,557.50 yuan per tonne on 2026-10-15 through 2026-10-18, unchanged for four sessions after falling from 1,677.50 yuan on 2026-10-13 and 2026-10-14. The pause lines up with Shengyishe domestic sulfur holding 6,652.33 yuan at the Oct 18 rawmex close, suggesting the phosphate and industrial acid chain is digesting the mid-October sulfur slide rather than continuing to mark down immediately. Open commodity screen; not a licensed PRA weekly assessment.", "topics": [ "demand", "prices" ], "geography": [ "China" ], "source": "SunSirs", "source_url": "https://www.sunsirs.com/uk/prodetail-236.html", "relevance": "medium", "confidence": "high", "tags": [ "sulfuric-acid", "phosphate-chain", "plateau" ], "data_type": "verified_public" }, { "id": "sw-intel-20261018-04", "published": "2026-10-18", "title": "Alberta August ST3 close anchors Pacific stem as China spot holds at three-month low", "summary": "Alberta Energy Regulator ST3 sulphur supply and disposition, run date 28 September 2026, still shows August 2026 closing inventory at 11,042,851.4 tonnes with August production at 328,937.3 tonnes and removals from Alberta at 178,425.2 tonnes, the verified_public North American physical anchor while Shengyishe domestic spot holds 6,652.33 yuan per tonne and coastal port stocks sit near 1.123 million tonnes. ChemPortal's open 15 October 2026 sulphur page carried a Vancouver-to-China freight row for 50–60 thousand tonne parcels at 38–43 dollars per tonne; Sulfur Wire does not redistribute licensed Argus or PetroGeneral FOB assessment grids from the same page. Green Markets' public October 16 sulfur index said fourth-quarter Tampa molten negotiations remained unsettled with third-quarter still at 705 dollars per long ton.", "topics": [ "inventory", "exports", "freight" ], "geography": [ "Canada", "China", "United States" ], "source": "Open government and trade sources", "source_url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf", "sources": [ { "name": "AER ST3 sulphur supply and disposition", "url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf" }, { "name": "Shengyishe rawmex, Oct 18", "url": "https://www.100ppi.com/rawmex/detail-427.html" }, { "name": "SunSirs sulfuric acid daily prices", "url": "https://www.sunsirs.com/uk/prodetail-236.html" }, { "name": "ChemPortal sulphur freight table, Oct 15", "url": "https://www.chemportal.com.tr/markets/sulphur.html" }, { "name": "Green Markets Tampa status, Oct 16", "url": "https://fertilizerpricing.com/sulfur-547/" } ], "relevance": "high", "confidence": "high", "tags": [ "weekend-desk", "alberta", "vancouver-stem", "tampa" ], "data_type": "verified_public" }, { "id": "sw-intel-20261019-01", "published": "2026-10-19", "title": "Shandong Dongming cuts liquid sulfur 1,100 yuan/t to 5,000 and solid 800 yuan/t to 6,500 on Oct 19", "summary": "Shengyishe PriceSeek on 2026-10-19 reported Shandong Dongming Petrochemical Group cut liquid sulfur offers by 1,100 yuan per metric tonne to 5,000 yuan per tonne and solid sulfur by 800 yuan per tonne to 6,500 yuan per tonne. The wire flags Dongming as a regional core refinery, so the step can pull Shandong spot lower after two flat sessions at the 6,652.33 yuan Shengyishe rawmex close on 2026-10-18. For Pacific export desks the read is faster domestic erosion against Vancouver FOB transactions at 830 to 840 dollars per tonne on the 15 October ChemPriceHub roundup and open Vancouver to China freight at 38 to 43 dollars per tonne on ChemPortal. Open domestic plant pricing via 100ppi; Sulfur Wire cites open trade press figures only.", "topics": [ "prices", "supply" ], "geography": [ "China", "Canada" ], "source": "Shengyishe / 生意社 (100ppi)", "source_url": "https://www.100ppi.com/news/detail-20261019-6363225.html", "relevance": "high", "confidence": "high", "tags": [ "dongming", "shandong", "plant-cut", "liquid-sulfur" ], "data_type": "verified_public" }, { "id": "sw-intel-20261019-02", "published": "2026-10-19", "title": "China spot sulfur 6,076.75 yuan/t on 10jqka print; Shengyishe morning 基准 6,652.33 yuan/t frames Vancouver netback", "summary": "Tonghuashun iFind data republished on 2026-10-19 put China's sulfur spot at 6,076.75 yuan per metric tonne, down 575.58 yuan day on day, with a 16.97 percent loss over the prior week in the same table. Shengyishe's morning commodity wire on 19 October carried the national sulfur 基准价 at 6,652.33 yuan per tonne, down 13.45 percent versus the 7,685.67 yuan month-start reference in the house statistics block. Against open Pacific anchors, ChemPriceHub's 15 October roundup cited Vancouver FOB transactions at 830 to 840 dollars per tonne, down 50 dollars on the week, while October Middle East producer contracts on SMM's notice read QatarEnergy 835 dollars, Kuwait Petroleum Corporation 820 dollars, and ADNOC 890 dollars FOB Ruwais. ChemPortal's 15 October freight row sizes Vancouver loading to China on 50 to 60 thousand tonne parcels at 38 to 43 dollars per tonne. Alberta Energy Regulator ST3 through August 2026 still shows closing inventory at 11,042,851.4 tonnes for the North American physical anchor when desks test whether lower Chinese spot widens or narrows the Vancouver stem bid.", "topics": [ "prices", "exports", "freight" ], "geography": [ "China", "Canada", "Middle East" ], "source": "Open market and government sources", "source_url": "https://goodsfu.10jqka.com.cn/20261019/c680840716.shtml", "sources": [ { "name": "Tonghuashun iFind sulfur spot, Oct 19", "url": "https://goodsfu.10jqka.com.cn/20261019/c680840716.shtml" }, { "name": "Shengyishe sulfur 基准价, Oct 19", "url": "https://www.100ppi.com/news/detail-20261019-6362267.html" }, { "name": "ChemPriceHub international sulfur roundup, Oct 15", "url": "https://www.chempricehub.com/news/detail-key-highlights-of-the-international-sulfur-market-on-october-15-2026-c9z7tbbj.html" }, { "name": "ChemPortal sulphur freight table, Oct 15", "url": "https://www.chemportal.com.tr/markets/sulphur.html" }, { "name": "SMM October Middle East contracts", "url": "https://news.metal.com/newscontent/104145450-smm-flash-middle-east-october-sulfur-contract-prices-announced" }, { "name": "AER ST3 sulphur supply and disposition", "url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf" } ], "relevance": "high", "confidence": "high", "tags": [ "netback", "vancouver-stem", "spot-print", "alberta" ], "data_type": "verified_public" }, { "id": "sw-intel-20261019-03", "published": "2026-10-19", "title": "Shandong Shenchi and Lihuayi join Oct 19 plant cuts after Dongming; Shenchi lists 4,703 yuan/t", "summary": "Shengyishe PriceSeek wires on 2026-10-19 added two more Shandong refinery steps after Dongming Petrochemical's morning cuts. Shandong Shenchi Chemical Group quoted industrial sulfur at 4,703 yuan per metric tonne, down 1,050 yuan per tonne, with the wire citing output near 30 tonnes per day. Shandong Lihuayi Petrochemical kept units running and cut industrial and liquid sulfur offers by 200 yuan per tonne to 5,700 yuan per tonne on the same feed. Together with Dongming's liquid at 5,000 yuan and solid at 6,500 yuan, the regional offer stack now spans roughly 4,700 to 6,500 yuan per tonne while Shengyishe's rawmex 基准价 screen printed 6,076.75 yuan per tonne at the 16:00 stamp, a new three-month low. Open domestic plant pricing via 100ppi; not a licensed PRA weekly assessment.", "topics": [ "prices", "supply" ], "geography": [ "China" ], "source": "Shengyishe / 生意社 (100ppi)", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "shandong", "shenchi", "lihuayi", "plant-cut" ], "data_type": "verified_public" }, { "id": "sw-intel-20261019-04", "published": "2026-10-19", "title": "China coastal sulfur port stocks 1.1198 Mt on Oct 19 Shengyishe wire; Fangcheng 420 kt", "summary": "A Shengyishe port inventory wire timestamped 14:18 on 2026-10-19 put monitored coastal elemental sulfur stocks at 1.1198 million metric tonnes, down about 3,700 tonnes from the 1.1235 million tonne print on the 15 October wire. The breakdown listed Fangcheng at 420,000 tonnes, Zhanjiang at 360,000 tonnes, Zhenjiang at 205,000 tonnes, Dafeng at 82,000 tonnes, Beihai at 18,000 tonnes, and Nanjing at 10,000 tonnes. The modest draw lands as domestic spot breaks to 6,076.75 yuan per tonne on Shengyishe's 16:00 基准价 close and Shandong plants widen cuts, a mix that can keep import cover comfortable even when Pacific stem bids soften. Open domestic port statistics via trade press; not a licensed PRA weekly assessment.", "topics": [ "inventory", "supply" ], "geography": [ "China", "Canada" ], "source": "Shengyishe / 生意社 (100ppi)", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "medium", "confidence": "high", "tags": [ "port-stocks", "fangcheng", "coastal-cover" ], "data_type": "verified_public" }, { "id": "sw-intel-20261020-01", "published": "2026-10-20", "title": "Shengyishe sulfur 基准 holds 6,076.75 yuan/t on Oct 20; second session at three-month low", "summary": "Shengyishe's 20 October commodity wire put the national sulfur 基准价 at 6,076.75 yuan per metric tonne, unchanged from the 19 October close, with the Shandong ≥99% industrial solid line in the 现货参考价 table matching the same level at the 16:00 stamp. Header statistics still show the three-month low at 6,076.75 yuan and the three-month average near 8,405.84 yuan, while the month-start reference of 7,685.67 yuan implies a 20.93 percent decline into the current band. The pause follows the 8.65 percent single-day drop on 19 October and lands as Shandong plant lists from 19 October still span roughly 4,703 to 6,500 yuan per tonne on the rawmex feed. Open domestic commodity benchmarks via 100ppi; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China", "Canada" ], "source": "Shengyishe / 生意社 (100ppi)", "source_url": "https://www.100ppi.com/news/detail-20261020-6368655.html", "sources": [ { "name": "Shengyishe sulfur 基准价, Oct 20", "url": "https://www.100ppi.com/news/detail-20261020-6368655.html" }, { "name": "Shengyishe rawmex screen, Oct 20", "url": "https://www.100ppi.com/rawmex/detail-427.html" } ], "relevance": "high", "confidence": "high", "tags": [ "rawmex", "three-month-low", "flat-close" ], "data_type": "verified_public" }, { "id": "sw-intel-20261020-02", "published": "2026-10-20", "title": "China September sulfur imports 140.7 kt on customs wire; YTD 3.06 Mt down 61.8%", "summary": "A Shengyishe rawmex customs note timestamped 13:35 on 2026-10-20 cited official trade data showing China imported 140,700 metric tonnes of sulfur in September 2026, down 48.33 percent month on month and 82.26 percent year on year. January through September cumulative imports totaled 3.0593 million tonnes, down 61.81 percent versus the same period a year earlier in the same table. The sharp September print lands as coastal port stocks held near 1.1198 million tonnes on the 19 October port wire and domestic 基准价 stabilized at 6,076.75 yuan per tonne, a mix that can reflect both weaker seaborne pull and changed customs classification timing rather than a single demand read. Open customs statistics republished via trade press; not a licensed PRA weekly assessment.", "topics": [ "exports", "supply", "inventory" ], "geography": [ "China", "Canada" ], "source": "Shengyishe / 生意社 (100ppi)", "source_url": "https://www.100ppi.com/rawmex/detail-427.html", "relevance": "high", "confidence": "high", "tags": [ "customs", "imports", "september-2026" ], "data_type": "verified_public" }, { "id": "sw-intel-20261020-03", "published": "2026-10-20", "title": "Shengyishe均差 screen flags clear downtrend on Oct 20; desk cites limited further downside space", "summary": "Shengyishe's 20 October morning trend note classified domestic sulfur as in a clear downtrend under the house 均差 method, with 5-day, 10-day, and 20-day spreads all widening negative versus the prior session. The same article placed the 60-day cycle in a low price band and the three-month cycle at a low position, arguing additional steep falls may be limited after the mid-October unwind from 7,179 yuan on 13 October to 6,076.75 yuan on 19 October. An afternoon commentary on 20 October described domestic sulfur as accelerating lower on softer international offers and weak downstream buying, while noting potential low-level consolidation as winter phosphate demand approaches. Open trade press commentary; not a licensed PRA weekly assessment.", "topics": [ "prices", "demand" ], "geography": [ "China" ], "source": "Shengyishe / 生意社 (100ppi)", "source_url": "https://www.100ppi.com/forecast/detail-20261020-208740.html", "sources": [ { "name": "Shengyishe trend analysis, Oct 20", "url": "https://www.100ppi.com/forecast/detail-20261020-208740.html" }, { "name": "Shengyishe market commentary, Oct 20", "url": "https://www.100ppi.com/forecast/detail-2026-10-20-208809.html" } ], "relevance": "medium", "confidence": "high", "tags": [ "technical-signal", "downtrend", "consolidation" ], "data_type": "verified_public" }, { "id": "sw-intel-20261020-04", "published": "2026-10-20", "title": "Alberta August ST3 close unchanged at 11.04 Mt as Pacific desks net 830–840 dollar Vancouver FOB", "summary": "Alberta Energy Regulator ST3 sulphur supply and disposition, run date 28 September 2026, still shows August 2026 closing inventory at 11,042,851.4 tonnes with August production at 328,937.3 tonnes and removals from Alberta at 178,425.2 tonnes, unchanged from the prior desk pass. Against that verified_public stock anchor, open mid-October Pacific markers from ChemPortal's 15 October sulphur dashboard still list Vancouver FOB granular at 830 to 840 dollars per metric tonne, down 50 dollars from the 8 October band, with Vancouver to China freight on 50 to 60 thousand tonne parcels at 38 to 43 dollars per tonne in the same open table. October Middle East producer contracts on Shanghai Metals Market's public notice remain at 820 to 890 dollars per tonne FOB for desk context. Sulfur Wire cites open trade press and government filings only, not licensed Argus or Platts weekly assessment grids.", "topics": [ "inventory", "exports", "prices" ], "geography": [ "Canada", "China", "Middle East" ], "source": "Open government and trade sources", "source_url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf", "sources": [ { "name": "AER ST3 sulphur supply and disposition", "url": "https://static.aer.ca/prd/documents/sts/st3/Sulphur_current.pdf" }, { "name": "ChemPortal sulphur prices and freight, Oct 15", "url": "https://www.chemportal.com.tr/markets/sulphur.html" }, { "name": "SMM October Middle East sulfur contracts", "url": "https://news.metal.com/newscontent/104145450-smm-flash-middle-east-october-sulfur-contract-prices-announced" } ], "relevance": "high", "confidence": "high", "tags": [ "alberta", "vancouver-stem", "netback" ], "data_type": "verified_public" } ], "notes": "Merged intel-feed archive plus data/intel daily files. Never paste licensed Argus/Platts assessment text into public pages." }