North American sulfur desks on 20 October still measured provincial block stocks through the latest Alberta Energy Regulator ST3 filing rather than a fresh September close.
The ST3 PDF, run date 28 September 2026, shows August 2026 closing sulfur inventory at 11,042,851.4 tonnes, down 66,759.5 tonnes from the July close of 11,109,610.9 tonnes.
August production printed 328,937.3 tonnes and removals from Alberta totaled 178,425.2 tonnes in the same month, with year-to-date production through August at 2,759,234.3 tonnes.
No September 2026 columns were populated on the open PDF at desk time, so the 11.04 million tonne August anchor remains the verified_public inventory reference for Pacific planning.
Open export pricing context from ChemPortal's 15 October sulphur dashboard listed Vancouver FOB granular at 830 to 840 dollars per metric tonne, down 50 dollars from the 8 October published band.
The same open table carried Vancouver to China freight on 50 to 60 thousand tonne parcels at 38 to 43 dollars per tonne, unchanged in the low to high range.
October Middle East producer contracts on Shanghai Metals Market's public flash read Kuwait Petroleum Corporation at 820 dollars per tonne FOB, QatarEnergy at 835 dollars, and ADNOC at 890 dollars FOB Ruwais.
Chinese domestic 基准价 held at 6,076.75 yuan per tonne on 20 October, a three-month low that tightens implied netbacks against the softer Vancouver FOB band.
Shengyishe's 20 October customs repost showed September imports at only 140,700 tonnes, a weak seaborne pull that can coexist with large Alberta stocks when buyers work port inventory first.
The Vancouver Fraser Port Authority reported 3.51 million tonnes of sulfur exports in 2025 in verified_public annual statistics, up 5 percent year on year.
Green Markets' public mid-October sulfur index noted fourth-quarter Tampa molten negotiations remained unsettled, leaving the confirmed third-quarter contract at 705 dollars per long ton as the Atlantic liquid anchor.
Desk read: size Vancouver stem urgency with 11.04 Mt Alberta August close, 830 to 840 dollar FOB, and 6,076.75 yuan Chinese spot; licensed weekly FOB assessments remain with your data vendor.