Alberta and Vancouver export desks opened the 26 October week with the Chinese domestic sulfur screen breaking lower after four sessions parked at a three-month low, while coastal inventory wires showed a modest rebuild that keeps import cover visible on open feeds.
Shengyishe's 100ppi rawmex page at 16:22 on 26 October printed the national sulfur 基准价 at 5,614.25 yuan per metric tonne, down 100 yuan or 1.75 percent from the 5,714.25 yuan close that had held from 22 through 25 October.
The same screen marked 5,614.25 yuan as a fresh three-month trough against a three-month peak of 9,535.67 yuan and a three-month average of 8,160.06 yuan, extending the October unwind that began when the month opened near 7,685.67 yuan on the 100ppi methodology.
A 16:14 port inventory wire on the rawmex feed, dated 26 October, put monitored coastal elemental sulfur at 1.1219 million tonnes.
That is an increase of roughly 19 thousand tonnes from the 23 October wire for stocks as of 22 October at 1.1029 million tonnes, with Fangchenggang at 420 thousand tonnes, Zhanjiang at 350 thousand tonnes, Zhenjiang at 215 thousand tonnes, Dafeng at 82 thousand tonnes, Beihai at 18 thousand tonnes, and Nanjing at 10 thousand tonnes in the published breakdown.
The rebuild is small in percentage terms but it interrupts the late-October draw sequence that had accompanied the 基准 slide, giving phosphate buyers a slightly higher cover figure when they negotiate against domestic offers.
On refinery lists, Shandong Lihuayi on 26 October quoted industrial and liquid sulfur at 5,400 yuan per tonne on the 100ppi PriceSeek feed, down 300 yuan on the day, sitting below the national 基准 but above the Dongming liquid quote that had held at 5,350 yuan on 22 October.
Tonghuashun iFind's open sulfur table had not posted a distinct 26 October spot close by desk time; the 26 October page shell still embedded 5,714.25 yuan from the prior close, so Pacific desks should treat the 100ppi 基准 move as the fresher domestic anchor until iFind updates.
Middle East nomination math was unchanged on the open record: Shanghai Metals Market's 8 October flash still lists October 2026 producer contracts at QatarEnergy 835 dollars per tonne FOB, Kuwait Petroleum Corporation 820 dollars FOB, and ADNOC 890 dollars FOB Ruwais, with no verified November QSP, KSP, or ADNOC OSP posting on the desk pass.
ChemPriceHub's mid-October international roundup still frames seaborne competition near 830 to 840 dollars FOB Vancouver and 740 to 790 dollars FOB Middle East ex-Iran for the week of 15 October, the dollar bands Alberta blocks must clear when yuan replacement cost softens.
Alberta Energy Regulator ST3 sulphur statistical files on the public index were unchanged at desk time, with the verified_public August 2026 provincial closing inventory still the North American stockpile anchor behind rail and terminal scheduling.
The U.S. Geological Survey sulfur statistics page still lists Mineral Industry Surveys through July 2026 while longer archives migrate to ScienceBase, leaving US monthly production context one month behind the Chinese daily screens.
SunSirs and 肥多多 commentary from the week of 16 October still described MAP and DAP operating rates near 41 to 43 percent, the demand freeze that has tracked the October 基准 slide; see the phosphate fertilizer demand topic for dated product prices.
For dated China benchmark and port inventory lines, see the China sulfur price topic page; licensed weekly assessment grids stay with your data vendor.
Desk read: treat the 100 yuan 基准 cut as continuation of the October phosphate-led unwind, not a supply shock, until November Middle East contracts print and iFind confirms the spot close; size Vancouver netbacks with 830 to 840 dollar FOB and 1.12 million tonne coastal cover in the same spreadsheet.