Port-linked reporting showed Vancouver solid sulfur exports of about 2.04 million tonnes in January-July 2025, up nearly 5 percent year on year. Destination shifts included Brazil at 122,842 tonnes, nearly threefold year on year, Cuba at 122,467 tonnes, up 96,041 tonnes, and Australia at 356,234 tonnes, up 5 percent, while Indonesia slipped 23 percent. The Argus Vancouver FOB average for January-July was $238 per tonne, more than triple the $78 per tonne average a year earlier. The item is at https://www.argusmedia.com/en/news-and-insights/latest-market-news/2731279-alberta-sulfur-inventories-fall-as-exports-climb.
That $238 average is the price that cleared the export-process cost hurdle often cited above $150 per tonne and started the Alberta remelt cycle. Provincial inventory in July printed 11.66 million tonnes, down 377,000 tonnes year on year, the lowest since May 2019. The 2.04 million tonne loading line is the harbour side of that draw.
Brazil nearly tripling is the Atlantic diversion Argus later tied to reciprocal-tariff risk on US goods. Cuba's 96,041 tonne jump is a Caribbean bid that does not show up in VFPA's later top-four trading-economy table the same way. Australia at 356,234 tonnes, up 5 percent, is the steady fertilizer and metals pull. Indonesia slipping 23 percent against a CRU nickel-acid boom is the destination puzzle of the first seven months.
Full-year VFPA 3,507,428 tonnes implies about 1.47 million tonnes in the remaining five months if the annual holds, a slower second-half than a doubled 2.04 million. August's 304,675 tonnes, down 5 percent, is that slower second-half starting. September's estimated 386,000 tonnes is the rebound. The 2.04 million tonne print is the H1-plus-July book.
Alberta recovered sulfur still leaves mainly through this stem. Heartland's remelt expansion to 700 tonnes a day, reported in June, is the forming-side capacity that feeds 2.04 million tonne half-years. Oil-sands Claus nameplate did not jump 5 percent. Loadout did.
USGS Tampa went from $116 per long ton in January to $270 in early April to $252 in early July. Vancouver FOB averaging $238 through July is the Pacific solid beside those Florida molten prints. Two hubs, one tightening year. CRU's 1.9 million tonne deficit is the balance.
China is not named in this January-July destination list the way Brazil, Cuba, Australia, and Indonesia are. The later August China 133,907 tonnes and full-year China 1.30 million tonnes, down 16 percent, fill that gap. H1 diversification is the story Argus told in July. China remaining largest for the year is the story VFPA told in the annual PDF.
Figures follow Argus on port data. Licensed weekly grids are not restated.