BC Insight notes Tengiz's Wellhead Management Project completion in 2024 lifted sulfur output slightly, with full-year production expected around 2.65 million tonnes after 2.4 million tonnes in 2023. The Future Growth Project, oil, due 2025 reinjects associated gas and does not add sulfur sales volumes. The Central Asia feature is at https://www.bcinsight.crugroup.com/2025/01/31/sulphur-in-central-asia-2/.
Two point six five million tonnes is a large recovered-sulfur origin, in the neighbourhood of Canada's oil-sands elemental book. Wellhead Management is a gas-handling project that does send gas through Claus. FGP is an oil project that puts associated gas back in the reservoir. The January 2025 feature that the June desk is previewing is the warning not to count FGP barrels as extra sulfur.
Kazakh 2024 exports year-to-October 4.02 million tonnes, up 35 percent, mix this 2.65 million tonne recovery with about 1.2 million tonnes of stock sales via Ust-Luga. Morocco 73 percent of sales. The production lift is real and small. The stock sale is the surge.
Alberta recovered sulfur still leaves mainly through Vancouver. A 0.25 million tonne Tengiz lift year on year is not a Canadian problem in a surplus. It is extra competition at $78 Vancouver FOB. 2026 transit bans would remove both the 2.65 million tonne recovery and the stock path from the water. June 2024 still has both on the water.
USGS Kazakhstan at 6 percent of US elemental imports for 2021-24 is existing Tengiz-area tonnes, not FGP. Licensed weekly grids are not restated.
Tampa $81 in March, USGS, is the Florida price beside this 2.65 million tonne expectation. Soft. Ample CIS and Gulf programme tonnes.
Associated-gas reinjection is reservoir engineering. The desk will not treat FGP as a hidden sulfur project.
Figures follow BC Insight.