Sulfur Wire North American sulfur intelligence

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Section 338 duties enter eleventh day with sulfur still off both tariff lists

Ottawa retaliation is seven days out on September 8. Finance Canada keeps HS 2503 off the C$27.6 billion counter-tariff table.

North America map of sulfur hubs
North American recovered-sulfur geography: Alberta inventory, Vancouver stem, US Gulf and Tampa. Sulfur Wire · Original

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.

Prime Minister Carney's dollar-for-dollar retaliation is now seven days away, scheduled for 12:01 a.m. September 8.

Finance Minister Francois-Philippe Champagne published the counter-tariff schedule on August 25 with a Canada.ca table update on August 26.

Canada's August 25 announcement confirmed counter-tariffs on steel, dairy, appliances, agricultural equipment, pulp and paper, and electronics, with rates of 15, 25, or 50 percent matching corresponding US Section 338 and Section 232 lines.

The measures apply to roughly C$27.6 billion of US-origin imports. Goods already in transit to Canada on the effective date are exempt.

Elemental sulfur, HS 2503, remains absent from both the US covered lists and Canada's published September 8 retaliation table.

Canada's customs tariff schedule continues to list sulfur of all kinds, other than sublimed, precipitated, or colloidal sulfur, at free under heading 2503.00.00.

Energy, potash, fish, and critical minerals also stay outside the exchange on open reporting, though fish and seafood were removed from Canada's retaliation side in the revised August 26 list.

Canada remains the dominant US import source for recovered sulfur per USGS import-source tables, so a tariff-free HS 2503 lane keeps the cross-border molten and solid corridor commercially open.

Pacific loadings have been the swing-supplier answer while Middle East seaborne stays impaired. Alberta forming plants and British Columbia terminals face no new duty layer on sulfur even as steel and appliances enter the retaliation cycle.

SMM's June Canadian export print showed 158,031 tonnes to the United States, the second-largest destination after Indonesia, underscoring how much of the Alberta book still clears south as well as west.

Desk read: no change to sulfur duty treatment on either border on September 1. The seven-day countdown to Ottawa's published retaliation lines is the calendar item; HS 2503 remains off both schedules.

Port of Vancouver sulfur, annual Mt 2018 2.3 2019 2.5 2020 2.7 2021 2.3 2022 2.8 2023 3.1 2024 3.3 2025 3.5 VFPA Statistics Overview (verified_public)
Port of Vancouver sulfur, annual VFPA Statistics Overview (verified_public)