North American sulfur desks entered the Oct 18 weekend with Chinese domestic spot holding at a three-month low and Alberta block stocks still measured through government filings.
Alberta Energy Regulator ST3 sulphur supply and disposition, run date 28 September 2026, shows August 2026 closing inventory at 11,042,851.4 tonnes, down 66,759.5 tonnes from the July close.
August production totaled 328,937.3 tonnes with removals from Alberta at 178,425.2 tonnes in the same month, the verified_public flow picture behind Vancouver export planning.
Shengyishe's Oct 18 rawmex close at 6,652.33 yuan per tonne, unchanged for a second session, keeps Pacific netback math anchored to a domestic floor rather than a rising import bid.
Coastal port stocks near 1.123 million tonnes on Oct 14-15 wires stabilize after the build from 1.02 million tonnes on Oct 8, a supply cushion that can delay fresh stem buying.
SunSirs sulfuric acid at 1,557.50 yuan per tonne for four sessions suggests the phosphate chain is not forcing another immediate sulfur mark-down.
ChemPortal's open 15 October sulphur dashboard published a Vancouver-to-China freight row for 50-60 thousand tonne parcels at 38-43 dollars per tonne; Sulfur Wire does not paste Argus or PetroGeneral FOB assessment bands from the spot grid on that page.
Green Markets' public October 16 sulfur index said fourth-quarter Tampa molten contract negotiations remained unsettled, leaving the confirmed third-quarter contract at 705 dollars per long ton as the Atlantic anchor.
The Vancouver Fraser Port Authority reported 3.51 million tonnes of sulfur exports in 2025, up 5 percent year on year, showing the stem's clearance record when buyers return.
VFPA cargo statistics and USGS annual sulfur tables were not refreshed in this pass; scrape status stays in the intel notes field only.
Desk read: pair AER's August 11.04 million tonne close with China's 6,652 yuan spot and 1.12 million tonne coastal stocks when sizing Vancouver stem urgency; source licensed FOB assessments through your data vendor.