Shengyishe's rawmex feed carried a coastal port inventory wire dated 2026-10-15, putting monitored Chinese coastal elemental sulfur stocks at 1,123,500 metric tonnes.
Domestic reporting rounds the total to 112.35 万吨, up about 103,800 tonnes versus the October 8 wire at 1,019,700 tonnes that desks carried through the first post-holiday week.
The breakdown listed Fangcheng at 420,000 tonnes, Zhanjiang at 360,000 tonnes, Zhenjiang at 208,000 tonnes, Dafeng at 83,000 tonnes, Beihai at 18,000 tonnes, and Nanjing at 10,000 tonnes.
Zhanjiang's 360,000 tonne line rose sharply from the 260,000 tonne figure in the October 8 breakdown, making the southern Guangdong hub the largest incremental bucket in this wire.
Fangcheng held at 420,000 tonnes in both wires, so the aggregate build is concentrated in Zhanjiang and Zhenjiang rather than a uniform coast-wide surge.
The inventory wire landed on the same feed that printed domestic spot near 6,650 yuan per tonne at mid-October, a combination that can keep import buyers patient even when world supply commentary stays tight.
SMM and other open customs tables through August still showed elemental sulfur imports down sharply year on year, shrinking seaborne refill that normally leans on Middle East and Canadian stems.
Alberta August 2026 closing inventory at 11.04 million tonnes in AER ST3 keeps Canadian block stocks measured while Chinese coastal cover expands.
Vancouver's 2025 sulfur export total at 3.51 million tonnes, up 5 percent year on year, shows Pacific clearance capacity when Chinese buyers return to the stem.
ChemPortal's mid-October freight table still sizes Vancouver-to-China parcels in the high-thirties to low-forties dollars per tonne band, a freight line desks net against domestic spot rather than a public FOB assessment.
Gulf granular exports and Tampa molten contracts remain the Atlantic anchors on Sulfur Wire's public price board while China coastal stocks build.
Desk read: treat the Oct 15 port wire as fresher coastal cover data; pair it with the 6,652 yuan rawmex close before assuming import urgency on the Vancouver stem.