Oilchem's September 4 sulfur daily review said merchants continued to follow the market and prices maintained an upward trend, the third session of firming after the early-September correction.
The headline extends the September 2 rebound documented in open phosphate desk coverage, which put Zhenjiang mainstream granular at 7,600 yuan per tonne, up 50 yuan from September 1.
Dafeng granular traded at 7,580 yuan in the same September 2 account, with powder-block grades at 7,550 to 7,700 yuan across the Yangtze cluster.
Oilchem's weekly review for August 28 through September 3 described improved inquiry atmosphere and a market that moved higher with the flow, framing the week as a turn after August's correction channel.
FDD-global's September 2 desk note attributed the firming to tighter port supply, active Shandong liquid sulfur auctions, and Middle East shipping risk premiums layered on top of low inventories.
Downstream phosphate finished products remained weak in the same coverage, so the sulfur move is a cost-input bid against softer MAP and DAP markets rather than a broad fertilizer rally.
Oilchem paywalled the September 4 Yangtze price table, so today's desk read rests on the daily review headline plus the verified September 2 granular print rather than a fresh port quote.
National port inventory statistics were updated on Oilchem's platform on September 4, but the detailed tonne count sits behind the same subscription wall.
For the Vancouver stem, a Chinese port that stops falling and starts following higher changes nomination timing for Pacific sellers even when FOB quotes lag Chinese domestic moves.
SMM's June Canadian export account listed 32,730 tonnes to China among destinations, so Pacific loadings still correlate with Yangtze appetite even when Hormuz seaborne remains impaired.
Alberta recovered sulfur has been the swing Pacific supply through 2026. A sustained Chinese port uptrend supports continued export nominations rather than inventory digestion at import terminals.
USGS Mineral Industry Surveys remain paused on public posting, so open Chinese port and refinery accounts are the timely demand signals for Pacific basis until MIS resumes.
Desk read: September 4 confirms the early-September bounce has legs in sentiment if not yet in a fresh public granular print. Watch whether Pacific FOB follows with a lag or holds as Canada keeps clearing block inventory into export channels.