Alberta and Vancouver export desks faced a second November session in which the Chinese domestic sulfur benchmark first held the month open and then slid again, as Shengyishe's 100ppi rawmex page marked 5,344.25 yuan per metric tonne at the morning benchmark notice before the afternoon spot table cut granular sulfur to 5,224.25 yuan per tonne, down 120 yuan or 2.25 percent from the prior day.
The rawmex header at 14:30 on 2 November carried 5,224.25 yuan as the updated benchmark print with minus 2.25 percent on the day, while the open price field still showed 5,344.25 yuan, matching the 08:30 headline that had left the national figure flat versus the start of November at 0.00 percent.
Three-month statistics on the same screen reset the floor: 5,224.25 yuan became the three-month low against a three-month peak of 9,535.67 yuan and a three-month average of 7,872.38 yuan, extending the phosphate-led unwind that began with the late-October collapse from the 5,500 yuan band.
The 16:07 spot reference table listed granular sulfur at 5,224.25 yuan per tonne versus yesterday's 5,344.25 yuan, the cross-feed that confirmed the afternoon benchmark move after the flat morning print.
Shandong refinery list prices on the wire showed Dongming liquid sulfur at 5,350 yuan per tonne and solid sulfur at 6,000 yuan per tonne after cuts of 50 and 300 yuan respectively on 2 November, with Li Huayi liquid and industrial sulfur at 5,070 yuan per tonne after a 300 yuan reduction on the same feed, keeping plant offers above the national benchmark but directionally aligned with the spot slide.
Shengyishe's mean-spread monitor put the 2 November sulfur spread at minus 419.07 yuan per tonne, defined as the 10-day moving average minus the 20-day average at 5,498.00 minus 5,917.07, described as a continuing negative narrowing that signals slower downside momentum rather than a confirmed reversal.
Monitored coastal elemental sulfur on the 100ppi wire remained 1.1251 million tonnes as of 28 October, with Fangchenggang at 420 thousand tonnes, Zhanjiang at 350 thousand tonnes, Zhenjiang at 218 thousand tonnes, Dafeng at 82 thousand tonnes, Beihai at 18 thousand tonnes, and Nanjing at 10 thousand tonnes in the last published breakdown, unchanged since the prior inventory release.
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 November QSP, KSP, ADNOC OSP, and Saudi Aramco monthly postings still absent on verified open wires at desk time.
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 prints a fresh three-month low.
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.
Port of Vancouver and Statistics Canada HS 2503 tables showed no new open monthly sulfur line on this sweep; VFPA cargo pages returned 403 on automated fetch and the legacy AER news URL returned 404.
USGS Mineral Industry Surveys sulfur links for 2026 remain available through July on the national minerals page when reachable; the open index returned 403 from this cloud egress pass.
For dated China benchmark, port inventory, Middle East contract context, and downloadable CSV history, see the China sulfur price and Middle East sulfur contract price topic pages; licensed weekly assessment grids stay with your data vendor.
Desk read: treat the 5,224.25 yuan close as the working domestic anchor until Gulf November contracts print; size Vancouver netbacks with 830 to 840 dollar FOB and roughly 1.13 million tonne coastal cover in the same spreadsheet.