Pacific and Alberta export desks entered the fourth November session with Gulf nomination math still split between a verified direction print and missing dollar levels: Longzhong Oilchem on 2 November 2026 headline that Qatar announced a lower November monthly sulfur contract price, republished on Mysteel's open wire from the same Oilchem source, while Shanghai Metals Market's English flash had still not posted a November QatarEnergy QSP, Kuwait KSP, ADNOC OSP, or Saudi Aramco monthly figure at desk time on 4 November.
October producer contracts therefore remain the last fully sourced trio on the open record: QatarEnergy 835 dollars per tonne FOB, Kuwait Petroleum Corporation 820 dollars FOB, and ADNOC 890 dollars FOB Ruwais on SMM's 8 October notice, each down 45 to 70 dollars month on month from September postings.
Shengyishe's 08:30 benchmark notice on 4 November put the national sulfur benchmark at 5,261.75 yuan per metric tonne, up 37.50 yuan or 0.72 percent from the 5,224.25 yuan spot-table close on 3 November and still 1.54 percent below the 5,344.25 yuan November open on the same feed.
The 17:00 granular spot reference table listed sulfur at 5,274.25 yuan per tonne versus 5,261.75 yuan yesterday, up 12.50 yuan or 0.24 percent on the day, the cross-feed Alberta desks use when they compare yuan replacement cost with ChemPriceHub's mid-October Vancouver FOB band near 830 to 840 dollars per tonne.
Annual statistics on the benchmark page put the one-year span at 3,194.33 to 11,084.33 yuan per tonne with a 6,337.54 yuan average and a mid-low one-year position label, context for traders sizing domestic bids against the autumn unwind from the phosphate-led peak.
Shengyishe's 4 November trend screen labeled the market oscillation with a mild upward bias on mean-spread moves that did not line up: the 5-day spread at minus 42.00 yuan per tonne versus minus 137.50 yuan on 2 November, the 10-day spread at minus 149.00 versus minus 136.25, and the 20-day spread at minus 369.07 versus minus 419.07, the last narrowing on the day.
A 100ppi inventory note published 4 November carried monitored domestic port stocks for 3 November at 1.113 million tonnes, up 8 thousand tonnes from the 1.1122 million tonne count for 2 November on the prior wire.
The breakdown listed Fangchenggang at 420 thousand tonnes, Zhanjiang at 340 thousand tonnes, Zhenjiang at 217 thousand tonnes, Dafeng at 82 thousand tonnes, Beihai at 18 thousand tonnes, and Nanjing at 10 thousand tonnes, a coastal cover line that remains well below the late-summer peaks but ticks slightly higher on routine port flows.
Until SMM, ChemNet, or another dated open English wire prints November dollar levels, desks should treat the Oilchem headline as a direction signal only and keep October contract rows in nomination models, pairing any implied cut with Hormuz-risk freight rather than assuming China CFR follows one-for-one.
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 screens oscillate inside a 5,260 to 5,275 yuan band.
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 QSP history, China benchmark tables, and Middle East contract context, see the new Qatar sulfur price topic page and the Middle East sulfur contract price hub; licensed weekly assessment grids stay with your data vendor.
Desk read: treat 5,274.25 yuan as the working spot reference and the Oilchem QSP cut headline as unpriced until a sourced November dollar prints; size Vancouver netbacks with 830 to 840 dollar FOB and roughly 1.11 million tonne coastal cover in the same spreadsheet.