Sulfur Wire North American sulfur intelligence

News · Prices

China sulfur spot rises to 5,324.25 yuan as Shengyishe benchmark holds 5,274.25 on 5 November

Shengyishe's morning benchmark holds flat at 5,274.25 yuan while Tonghuashun iFind spot lifts 50 yuan to 5,324.25 yuan with a 30.87 percent one-month decline still on the tape; Gulf November dollar contracts remain unpriced on open English wires.

Phosphate rock. Sulfuric acid on phosphate rock is why Tampa molten sulfur exists as a contract.
Phosphate rock. Sulfuric acid on phosphate rock is why Tampa molten sulfur exists as a contract. Irvias / Wikimedia Commons · CC0

Alberta and Pacific export desks opened the fifth November session with China domestic markers split between a flat Shengyishe benchmark and a firmer Tonghuashun spot print, while Gulf nomination math still lacked verified November dollar levels on Shanghai Metals Market, ChemNet, or ChemPriceHub open English search.

Shengyishe's 08:30 benchmark notice on 5 November 2026 left the national sulfur benchmark at 5,274.25 yuan per metric tonne, unchanged from the 5,274.25 yuan granular spot-table close on 4 November and down 1.31 percent from the 5,344.25 yuan November open on the same feed.

Tonghuashun iFind's 5 November spot table put sulfur at 5,324.25 yuan per tonne, up 50 yuan or 0.95 percent day on day from 5,274.25 yuan, down 227.5 yuan or 4.10 percent over the past week and down 2,378.08 yuan or 30.87 percent over the past month, the cross-feed desks use when they compare yuan replacement cost with ChemPriceHub's mid-October Vancouver FOB band near 830 to 840 dollars per tonne.

The 50 yuan gap between iFind spot and the flat 100ppi benchmark header widens the usual spread between modelled benchmark and spot screens after a week of small daily ticks inside a much larger autumn unwind from phosphate-led peaks above 7,700 yuan in early October.

A PriceSeek note published 5 November carried monitored domestic port inventory for 4 November at 1.1098 million tonnes, down 32 thousand tonnes from the 1.113 million tonne count for 3 November, with Fangchenggang at 420 thousand tonnes, Zhanjiang at 340 thousand tonnes, Zhenjiang at 214 thousand tonnes, Dafeng at 82 thousand tonnes, Beihai at 18 thousand tonnes, and Nanjing at 10 thousand tonnes.

Annual statistics on the benchmark page put the one-year span at 3,194.33 to 11,084.33 yuan per tonne with a 6,343.04 yuan average and a mid-low one-year position label, context for traders sizing domestic bids against the post-peak correction.

Longzhong Oilchem's 2 November headline that Qatar announced a lower November 2026 monthly sulfur contract price still carried no verifiable open dollar QSP on the desk pass on 5 November, with Mysteel's repost unchanged and no November Kuwait KSP, ADNOC OSP Ruwais, or Saudi Aramco monthly sulfur print on SMM's English flash.

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.

Until a dated open 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 5,270 to 5,325 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; automated fetches to several government pages returned 403 or 404 from this cloud egress pass.

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 downloadable daily China benchmark history, the sulfur price history topic page carries the last sixty desk rows with source URLs, alongside the China sulfur price topic table and china-sulfur-price-history.csv.

Licensed Argus, CRU, and ICIS weekly assessment grids stay with their publishers; Sulfur Wire restates only figures already on open wires with URLs.

Desk read: treat 5,324.25 yuan as the working iFind spot reference and 5,274.25 yuan as the flat Shengyishe benchmark header until Gulf November contracts print; size Vancouver netbacks with 830 to 840 dollar FOB in the same spreadsheet.

Alberta sulfur inventory, year-end prints Mt 2022 12 2023 12 2024 12 2025 11 2026 11 AER ST3 closing inventory (verified_public)
Alberta sulfur inventory, year-end prints AER ST3 closing inventory (verified_public)