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 grade rose 50 yuan per tonne versus the prior posting on the same open feed, a producer-side nudge on the day rawmex later lifted the national benchmark to 7,752.33 yuan per tonne at 16:00.
The plant quote sits two yuan per tonne below the closing rawmex benchmark, a normal spread between refinery postings and the national screen on the same session.
The open rawmex feed still displayed the September 23 coastal port inventory wire, putting monitored Chinese coastal elemental sulfur stocks at 940,200 metric tonnes.
Domestic reporting rounds the total to 94.02 万吨, unchanged from prior desk reads that compared September 21 data at 938,000 tonnes.
The September 23 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.
Heavy coastal stocks against modest daily spot lifts can keep Chinese buyers selective on import stems even when Shandong producers raise list prices.
SMM's August customs tables showed elemental sulfur imports down sharply year on year, shrinking the seaborne refill that normally leans on Middle East and Canadian tonnes.
BC Insight Price Trends in mid-September kept Vancouver FOB in a 1,100 to 1,200 dollars per tonne band, the Pacific frame Alberta forming plants reference when Chinese inventories look ample.
Alberta July 2026 closing inventory at 11.11 million tonnes in AER ST3 confirms measured block stocks on the Canadian side rather than a sudden remelt surge into Vancouver.
The Vancouver Fraser Port Authority's 2025 sulfur export total at 3.51 million tonnes, up 5 percent year on year, shows the Pacific corridor still clearing when Chinese buyers step in.
Desk read: pair Lihua Yitan's +50 yuan/t move with the stale September 23 port wire before assuming coastal shortage; fresher inventory posts matter more than a single plant list change.