Monitored coastal elemental sulfur inventories in China ticked lower on Monday 19 October according to a Shengyishe port wire timestamped 14:18 on the rawmex feed.
The wire put total stocks at 1.1198 million metric tonnes, down about 3,700 tonnes from the 1.1235 million tonne tally published on 15 October.
Fangcheng held 420,000 tonnes, Zhanjiang 360,000 tonnes, Zhenjiang 205,000 tonnes, Dafeng 82,000 tonnes, Beihai 18,000 tonnes, and Nanjing 10,000 tonnes in the breakdown.
The modest draw follows a mid-October build from 1.0197 million tonnes on the 8 October wire, so stocks remain in a heavy but slightly easing band.
Domestic spot screens on the same day printed 6,076.75 yuan per tonne at Shengyishe's 16:00 基准价 close, a new three-month low that can encourage hand-to-mouth buying even when ports stay full.
Shandong refinery cuts from Dongming, Shenchi, and Lihuayi widened the spread between plant lists and port cover, a typical late-cycle pattern when import replacement looks cheaper on paper than fresh stems.
For Alberta exporters the question is whether lower yuan screens pull Vancouver CFR bids tighter despite comfortable coastal stocks.
ChemPriceHub's open 15 October roundup cited Vancouver FOB transactions at 830 to 840 dollars per tonne, while ChemPortal listed Vancouver to China freight at 38 to 43 dollars per tonne on 50 to 60 thousand tonne parcels.
Alberta block inventory measured through AER ST3 at 11.04 million tonnes in August remains the North American physical anchor when Pacific buyers delay.
The Vancouver Fraser Port Authority's verified_public annual series shows 3.51 million tonnes of sulfur exports in 2025, evidence the stem can clear when enquiry returns.
SunSirs sulfuric acid at 1,557.50 yuan per tonne through 19 October paused for five sessions, suggesting downstream chains are watching sulfur more closely than marking acid down immediately.
Desk read: pair 1.1198 million tonnes coastal cover with 6,076.75 yuan domestic spot and 830 to 840 dollar Vancouver FOB when sizing stem urgency; licensed weekly assessments stay with your data vendor.