Stem and logistics log

Curated from the open intel archive for logistics/stem/export context. Not a live vessel schedule and not AIS. 99 matching items in archive; showing 80. JSON: stems.json. Berth specs: Berths.

• 2026-07-14 · Hormuz sulfur backlog: >0.5 Mt loaded vessels stranded; >1.0 Mt onshore stocks · BC Insight / CRU · industry_estimate
  CRU estimates more than 0.5 Mt of sulfur is loaded and stranded inside the Strait, with onshore Gulf inventory thought to exceed 1.0 Mt and regional production at 60–70% of pre-conflict rates. Even with de-escalation signals, bringing exports back above 1 Mt/month may take until …
• 2026-07-13 · Tampa Q3 2026 molten sulfur contract hits record $705/lt · Argus Media · industry_estimate
  Third-quarter Tampa delivered molten sulfur contracts settled at a record $705/long tonne, up $50/lt (8%) from $655/lt in Q2 2026, after Q2 had already surpassed the prior 2008 peak. The settlement reflects persistent global tightness while still moderating versus Gulf spot expor…
• 2026-07-09 · US Gulf spot sulfur export assessed at $1,100–1,150/t FOB · Argus Media · industry_estimate
  Argus assessed US Gulf refinery spot sulfur exports at $1,100–1,150/t FOB on 9 July 2026, well above the Tampa domestic liquid contract. Q2 cargoes reached unusual destinations including North Africa (fertilizer) and East Africa (copper belt) as Middle East flows dwindled. Some U…
• 2026-07-08 · Middle East sulfur: ~2.3 Mt production loss; exports −1 Mt+/month since March · BC Insight / CRU · industry_estimate
  CRU/BC Insight mid-year update estimates Middle East sulfur production loss around 2.3 Mt since conflict onset, with monthly exports down more than 1.0 Mt/month since March 2026. The region contributed over 45% of seaborne sulfur trade in 2025. Spot FOB prices climbed from roughl…
• 2026-06-30 · China H1 2026 sulfur imports ~2.26 Mt (−57.7%); source mix shifts to Korea/Oman/Canada · Shanghai Metals Market (SMM) · verified_public
  SMM customs analysis puts China Jan–Jun 2026 sulfur imports at about 2.26 Mt, down 57.7% from ~5.34 Mt a year earlier, with the monthly average falling from ~0.80 Mt to ~0.38 Mt. Full-year 2025 imports were ~9.61 Mt. Gulf-4 share of China's import mix roughly halved (~35% to ~20%…
• 2026-06-27 · Kazakhstan suspends sulfur exports until further notice · Shanghai Metals Market (SMM) · verified_public
  Kazakhstan Ministry of Energy Order No. 1363 (26 June) fully suspended sulfur exports from 27 June 2026 until further notice, covering liquid, granular, and lump sulfur, with an exception for shipments to Russian railway stations. Coming one day after Russia's ban extension, the …
• 2026-06-25 · Russia extends industrial sulfur export ban to 31 December 2026 · Shanghai Metals Market (SMM) · verified_public
  SMM reported Russian Decree No. 785 (25 June 2026) extending the industrial sulfur export ban covering liquid, granular, and lump sulfur to 31 December 2026. Officials framed the extension as prioritizing domestic fertilizer production and food security. Combined with the May Kaz…
• 2026-06-21 · Cartagena Refinery commissions 1,000 t/d sulfur pelletising plant · BC Insight (company statement) · verified_public
  Ecopetrol's Cartagena Refinery said it entered the solid sulfur market with a new pelletising plant rated at 1,000 t/d, dispatching a first 260 t domestic shipment. The company targets Colombian fertilizer, chemical, and mining demand plus exports to Brazil, Peru, and Africa. The…
• 2026-06-15 · Alberta wildfire risk eases near ~3 Mt/a oil sands sulfur capacity belt · BC Insight · industry_estimate
  BC Insight reported early-June rainfall helped hold Lac la Biche-area wildfires that had prompted evacuation alerts near Cenovus, CNRL, and ConocoPhillips in-situ sites. The broader Alberta oil sands/upgrader belt has nearly 3 Mt/a of sulfur production capacity, including ~2.2 Mt…
• 2026-05-31 · China May 2026 sulfur imports fall 66% YoY to 268,300 t; avg price ~$799/t · SunSirs · verified_public
  SunSirs customs-linked figures put China's May 2026 sulfur imports at 268,300 t (−66.41% YoY), the second-lowest monthly volume in nearly 20 years, with average import price about $798.96/t. Cumulative Jan–May imports were 2.1154 Mt (−51.44% YoY). Phosphate fertilizer utilization…
• 2026-05-26 · Russia halts rail transit of Kazakh sulfur to Russian ports · BC Insight / Roszheldor reporting · verified_public
  Russia's Federal Agency for Railway Transport (Roszheldor) ordered a temporary cessation, effective 26 May 2026, of rail loading/movement of Kazakh-origin sulfur destined for Russian seaports and border checkpoints. Kazakhstan had relied on Russian Baltic/Black Sea gateways for r…
• 2026-05-01 · China imposes near-total sulfuric acid export halt from May 2026 · CRU / SMM / Exiger · industry_estimate
  Market reports and CRU analysis describe China moving from acid export quotas (about 700,000 t Jan–Apr 2026 vs ~1.3 Mt a year earlier) to a near-total export halt from early May. China had exported about 4.65 Mt of sulfuric acid in 2025 (+73% YoY); H1 2026 exports fell to ~0.78 M…
• 2026-03-23 · Hormuz closure shock: ~45% of seaborne sulfur must transit the strait · BC Insight / CRU · industry_estimate
  BC Insight notes that around 45% of the roughly 39 million tonnes of sulfur transported internationally each year must traverse the Strait of Hormuz. Pre-conflict tightness (Russian export ban, Tengizchevroil outage) had already lifted prices toward 2008 levels; Hormuz force maje…
• 2026-03-23 · Canada oil sands sulfur ~3.0 Mt in 2025; inventory remelt cycle underway · BC Insight / CRU · industry_estimate
  BC Insight estimates Canada produced about 4.7 Mt of sulfur in 2025 (sixth globally) and exported about 4.57 Mt (third behind UAE and Saudi Arabia). Oil sands contributed ~3.0 Mt, or 63% of Canadian output. High prices drove inventory declines through 2025, with ~1.5 Mt of Canadi…
• 2026-03-14 · China customs halt phosphate fertilizer export declarations through August · ChemNet / industry press · verified_public
  Trade press reported that from mid-March 2026 Chinese customs stopped accepting export declarations for mainstream MAP/DAP and related phosphates through August, implementing the December industry consensus. Leading producers including Yuntianhua, Xingfa, and Xinyangfeng halted o…
• 2026-03-01 · Canada Action: Canada produced >4.43 Mt sulfur and exported $1.45B in 2025 · Canada Action (StatCan/Statista citations) · industry_estimate
  Canada Action's public sulfur fact sheet cites 2025 Canadian sulfur production above 4.43 Mt (monthly averages 314,000–420,000 t) and export value of $1.45 billion, ranking sulfur the 76th most exported Canadian product. Port of Vancouver moved 3.5 Mt of sulfur in 2025. Figures a…
• 2025-12-12 · China industry groups urge phosphate fertilizer export halt through August 2026 · Bloomberg / China Chemical News via SunSirs · verified_public
  Bloomberg and state-media reporting said Chinese fertilizer associations, following an NDRC-linked meeting, urged major producers to suspend phosphate fertilizer exports until August 2026 to protect domestic spring planting supply. The signal tightened global phosphate availabili…
• 2025-11-30 · Syncrude Fort McMurray sulfur stockpile falls below 10 Mt · CRU/BC Insight-linked industry commentary · industry_estimate
  Industry commentary citing site inventory put Syncrude's Fort McMurray sulfur holdings at just over 9.9 million tonnes at end-November 2025, the first sub-10 Mt print since 2019. Stocks were drawn by nearly 400,000 t between end-2024 and November 2025. Mobilizing incremental Albe…
• 2025-11-15 · Russia bans industrial sulfur exports after Astrakhan damage · BC Insight / CRU · industry_estimate
  Damage to Gazprom's Astrakhan gas-processing complex prompted a Russian industrial sulfur export ban from late 2025 (later extended). Trade press estimate Kazakhstan had been moving about 0.3 Mt/month of sulfur through Russian ports before subsequent transit curbs, with Morocco a…
• 2025-11-01 · Gazprom Astrakhan damage prompts Russian industrial sulfur export ban · BC Insight / CRU · industry_estimate
  Industry reporting ties late-2025 Russian industrial sulfur export restrictions to damage at Gazprom’s Astrakhan gas-processing complex. The ban later extended through 2026 and combined with Kazakh transit curbs to remove a major CIS seaborne supply path.
• 2025-10-20 · China full-year 2025 sulfur imports ~9.61 Mt (−3.5%); avg price ~$274/t · SunSirs · verified_public
  SunSirs customs summary put China’s 2025 sulfur imports at 9.6084 Mt (−3.46% YoY) with average import price $274.02/t (+134% YoY). July peaked at 1.094 Mt; December fell to 422,400 t as high overseas prices and phosphate-export pauses chilled buying.
• 2025-10-03 · Brazil triples Vancouver sulfur intake as US tariff risk redirects cargoes · Argus Media · verified_public
  Canadian suppliers delivered 122,842 t of sulfur to Brazil from Vancouver in January–August 2025, nearly threefold the prior-year pace. Reporting linked Brazilian preference for Canadian and Middle East origins to reciprocal-tariff risk on US goods. The shift illustrates how West…
• 2025-10-02 · Argus Vancouver FOB spot sulfur assessed at $305–310/t · Argus Media · industry_estimate
  Argus Vancouver FOB spot prices reached $305–310/t on 2 October 2025, up about $192.50/t on a midpoint basis from the same period in 2024. Global support came from metals demand (including Indonesian sulfur burners) plus seasonal fertilizer buying. Argus estimated September Vanco…
• 2025-09-12 · Alberta inventory draw continues as Vancouver margins support remelt · Argus Media · industry_estimate
  Open Argus reporting on AER figures framed Alberta's July stock draw as the start of a broader 2025 remelt cycle: blocked sulfur is excavated, melted, formed, and railed to Vancouver/Port Moody for vessel loading. With Vancouver FOB averages near $238/t through July, producers ha…
• 2025-09-01 · Argus estimates September Vancouver exports near 386 kt; Jan–Sep ~2.73 Mt · Argus Media · industry_estimate
  Argus estimated September 2025 Vancouver exports near 386,000 t, which would lift January–September loadings to about 2.73 Mt (+11% / +267,269 t YoY) as metals demand and fertilizer buying supported elevated FOB prices near $305–310/t in early October.
• 2025-08-31 · August Vancouver sulfur exports fall 5% YoY to 304,675 t · Argus Media (Port of Vancouver data) · verified_public
  Port of Vancouver data showed August 2025 sulfur exports at 304,675 t, down 5% from 320,178 t in August 2024, as buyers resisted elevated prices early in the third quarter. China took 133,907 t and the US 51,249 t (likely Tampa). Jan–Aug exports were still ahead YoY at about 2.35…
• 2025-08-15 · China takes 133,907 t of August Vancouver sulfur; US 51,249 t · Argus Media (Port of Vancouver data) · verified_public
  Port of Vancouver data via Argus showed August 2025 sulfur exports of 304,675 t (−5% YoY) with China 133,907 t and the US 51,249 t (likely Tampa-linked). January–August exports remained ahead YoY at about 2.35 Mt (+3%).
• 2025-07-31 · Vancouver solid sulfur exports Jan–Jul 2025 rise nearly 5% to 2.04 Mt · Argus Media (Port of Vancouver data) · verified_public
  Port-linked reporting showed Vancouver solid sulfur exports of about 2.04 million tonnes in January–July 2025, up nearly 5% year over year. Destination shifts included Brazil at 122,842 t (nearly threefold YoY), Cuba at 122,467 t (+96,041 t), and Australia at 356,234 t (+5%), whi…
• 2025-07-01 · Alberta sulfur closing inventory at 11.66 Mt, lowest since May 2019 · Argus Media (AER data) · verified_public
  Alberta Energy Regulator data cited in open market reporting put July 2025 closing sulfur inventory at 11.66 million tonnes, down more than 377,000 t (about 3%) year over year and the lowest reading since May 2019. Suppliers drew blocked stocks for remelt and rail to BC/Alberta p…
• 2025-06-01 · Heartland raises remelt capacity 40% to 700 t/d; targets 1,500 t/d by end-2026 · Argus Media · verified_public
  Argus reported Heartland Sulphur increased re-melting capacity at its Edmonton-area terminal by 40% to 700 t/d (from 500 t/d) and plans 1,500 t/d by end-2026—triple the original 2021 commissioning rate—supporting crushed-bulk remelt into molten rail and Vancouver granules.
• 2025-05-15 · China sulfuric acid exports surge path toward 4.65 Mt full-year 2025 · CRU / SMM · industry_estimate
  Later CRU/SMM analysis put China’s full-year 2025 sulfuric acid exports near 4.65 Mt (+73% YoY), a flood of seaborne acid that competed with elemental sulfur burners before the 2026 export halt reversed the flow.
• 2025-04-15 · Vancouver FOB Jan–Jul average later prints $238/t vs $78/t a year earlier · Argus Media · industry_estimate
  Argus mid-2025 reporting put the January–July Vancouver FOB average at $238/t, more than triple the $78/t average a year earlier—clearing the >$150/t export-process cost hurdle that governs Alberta remelt economics.
• 2025-03-01 · US tariff risk on Canadian goods raises Vancouver diversion talk · Argus Media · industry_estimate
  Argus noted threats of 25% tariffs on US-bound goods from early April encouraged Canadian suppliers to look for alternative markets accessible via Vancouver for some product historically railed as liquid into the US—though logistics contracts meant any diversion would be gradual.
• 2025-02-15 · Vancouver Jan–Feb sulfur exports 621 kt (+17%); China takes 278 kt · Argus Media (Port of Vancouver data) · verified_public
  Argus reported Port of Vancouver solid sulfur exports of 621,000 t in January–February 2025 (+17% YoY), with China the top recipient at 278,000 t, Australia 108,000 t, and Indonesia 59,000 t. Supportive prices and geopolitics were expected to encourage further de-blocking.
• 2025-01-31 · BC Insight: Central Asia sulfur—Tengiz FGP reinjects gas, no extra sulfur sales · BC Insight / CRU · industry_estimate
  January 2025 BC Insight Central Asia feature stressed Tengiz Future Growth Project oil gains reinject associated gas to maintain reservoir pressure and therefore do not add sulfur export volumes, even as 2024 Wellhead Management lifted output toward 2.65 Mt.
• 2024-12-15 · China 2024 sulfur imports 9.95 Mt (+12.7%); avg price ~$116/t · Mysteel / China customs · verified_public
  China customs figures reported via Mysteel/中国硫酸网 put 2024 sulfur imports at 9.952 Mt (+12.7% / +1.12 Mt YoY) despite domestic output rising to 11.13 Mt (+1.2%). Average import price was about $116.3/t (−8.4% YoY). Top origins: UAE 1.70 Mt, Canada 1.66 Mt, Korea 1.19 Mt, Saudi 1.1…
• 2024-12-01 · China Dec 2024 sulfur imports 760 kt; avg price $160.6/t rising into year-end · China sulfuric acid network / customs · verified_public
  Customs-linked reporting put December 2024 China sulfur imports at 760,000 t (+21.8% YoY, +12.2% MoM) with average import price $160.6/t (+45.6% YoY)—an early signal of firming into the 2025 price recovery after a soft full-year average near $116/t.
• 2024-11-30 · Kashagan inventory draw seen finishing by mid-2025 (~0.25 Mt/quarter) · BC Insight / CRU · industry_estimate
  CRU estimated Kazakhstan’s Kashagan-linked stock-removal programme raised exports by about 0.25 Mt per quarter, with total inventory expected to be depleted by mid-2025. The end of forced draws was expected to let Kazakh exports normalize near 3.5 Mt/a from 2026—before 2026 trans…
• 2024-11-15 · Saudi stock location near capacity drives export programme additions · BC Insight / CRU · industry_estimate
  CRU explained Saudi Arabia’s ~0.15 Mt/quarter stock-draw exports as a response to storage nearing capacity, reducing the strategic benefit of holding logistics-buffer inventory. Extra Gulf tonnes competed with Canadian and Kazakh solids into soft-price markets.
• 2024-11-01 · CRU: Canada remelt is price-driven; Kazakh/Saudi draws are not · BC Insight / CRU · industry_estimate
  BC Insight’s November 2024 inventory essay contrasts Canada’s remelt—accelerating when Vancouver FOB clears high logistics costs—with Kazakhstan and Saudi Arabia stock draws that continued through the lower-price surplus period for regulatory and storage-capacity reasons.
• 2024-10-15 · Kazakhstan stock draw ~+1.2 Mt sales in 2024; exports via Ust-Luga · BC Insight / CRU · industry_estimate
  BC Insight estimates an additional 1.2 Mt of Kazakh stockpiled sulfur was sold during 2024, pushing exports to record levels mainly via rail across Russia to Ust-Luga near St Petersburg. Inventory sales were expected to end in 2025, allowing exports to fall back toward ~3.5 Mt/a …
• 2024-09-15 · Morocco takes ~73% of Kazakh sulfur sales in 2024 export surge · BC Insight / CRU · industry_estimate
  BC Insight destination breakdown for Kazakhstan’s 2024 export surge put Morocco at about 73% of total sales and other African countries at 12%. The dependence later magnified 2026 damage when Russian rail transit of Kazakh sulfur was halted.
• 2024-08-15 · Vancouver August sulfur exports 320,000 t (+20% MoM) · Argus Media (Port of Vancouver data) · verified_public
  Port data cited by Argus put August 2024 Vancouver sulfur exports at 320,000 t, up 20% from July, with China about 180,000 t, Australia, the US (~50,000 t), and New Zealand among destinations. De-blocking and restored Cheecham forming supported the lift.
• 2024-08-01 · Alberta de-blocking accelerates despite some oil-sands output cuts · Argus Media · industry_estimate
  Argus August 2024 coverage said more de-blocking was underway from Alberta’s substantial sulfur blocks even as some oil-sands plants and upgraders reduced production, because new forming capacity lifted remelting and reforming rates into Vancouver.
• 2024-07-31 · Indonesia Jan–Jul sulfur imports 1.92 Mt (+39%); July 425 kt (+400% YoY) · BC Insight / CRU · industry_estimate
  BC Insight reports Indonesian sulfur imports in the first seven months of 2024 at 1.92 Mt (+39% YoY), with July alone at 425,000 t (up more than 400% YoY) as sulfur burners displaced acid imports. July acid imports fell 64% YoY to 64,000 t.
• 2024-07-15 · Vancouver July 2023 strike aftershock: 2024 YTD exports still +15% · Argus Media · verified_public
  Argus noted July 2023 Vancouver sulfur loadings were disrupted by a 13-day strike; by August 2024 Jan–Aug exports were still 15% above the prior year at 2.27 Mt. Base-effect and de-blocking both supported the 2024 export rebound.
• 2024-06-30 · Global sulfur market still in surplus mid-2024 despite stock draws · BC Insight / CRU · industry_estimate
  CRU’s late-2024 inventory review described the market since late 2022 as a global surplus with lower prices, even while Kazakhstan and Saudi Arabia voluntarily drew stocks. Canada’s remelt remained the clearest price-elastic supply response heading into 2025 tightness.
• 2024-05-01 · Kazakhstan sulfur exports on record path; +35% YoY through Oct · BC Insight / CRU · industry_estimate
  BC Insight reports Kazakhstan sulfur exports totaled 4.02 Mt for the year to October 2024, up 35% YoY, with Morocco taking about 73% of sales. An estimated additional 1.2 Mt of stockpiled sulfur was sold in 2024 on top of higher Tengiz output (~2.65 Mt expected).
• 2024-04-01 · South Cheecham priller operational after Jan–May startup issues · Argus Media · industry_estimate
  Argus August 2024 reporting said the new South Cheecham priller was finally operational after long-standing operational issues from January to May. Restored forming capacity supported higher Vancouver exports and Alberta de-blocking even as some oil-sands plants reduced productio…
• 2024-03-15 · Canadian liquid sulfur rail to US ~900 kt supports molten corridor · Argus Media (USGS) · industry_estimate
  Argus early-2025 export notes looking back on 2024 said about 900,000 t of liquid sulfur moved by rail from Canada to the US market (USGS-linked). Tariff risk later encouraged gradual diversion of some Canadian tons toward Vancouver solid exports.
• 2024-01-08 · Red Sea attacks cut Suez transits ~14%; Cape reroutes lift freights · Hellenic Shipping News · industry_estimate
  Hellenic Shipping News early-January 2024 commentary noted average Suez transits down about 14% since mid-December 2023 as Red Sea attacks prompted Cape of Good Hope reroutes. Longer voyages tightened vessel supply and raised insurance/freight costs for Middle East–Asia dry and p…
• 2023-12-14 · Vancouver FOB sulfur falls 25% in Q4 to $72/t midpoint mid-December · Argus Media · industry_estimate
  Argus assessed Vancouver sulfur at $72/t fob midpoint on 14 December 2023, down 25% since the start of Q4 as Chinese demand waned and rising freight rates trimmed FOB netbacks. Soft Vancouver prices pressured North American liquid settlements into early 2024.
• 2023-12-01 · China top sulfur suppliers 2023: Canada, Korea, UAE ~1.1–1.2 Mt each · IndexBox · verified_public
  IndexBox 2023 trade breakdown lists Canada (~1.2 Mt), South Korea (~1.1 Mt), and UAE (~1.1 Mt) as China’s leading sulfur suppliers by volume, together about 39% of imports. Saudi Arabia, Japan, Qatar, Iran, and Kuwait made up much of the remainder.
• 2023-11-15 · Indonesia sulfur imports ~2.7 Mt in 2023 (~3× 2020 levels) · S&P Global Energy · industry_estimate
  S&P Global Energy commentary reported Indonesia imported about 2.7 Mt of sulfur in 2023, roughly three times the 2020 level, plus ~1 Mt of sulfuric acid (~8× 2020). Coastal sulfur burners began substituting lower-cost elemental sulfur for imported acid.
• 2023-09-30 · Tengiz sulfur output ~2.4 Mt in 2023; Kazakhstan export spike begins · BC Insight / CRU · industry_estimate
  BC Insight reports Tengizchevroil sulfur production of 2.7 Mt (2021), 2.65 Mt (2022), and 2.4 Mt (2023). Combined with Kashagan stock drawdowns, Kazakhstan began lifting exports toward record levels into 2024, mainly by rail via Russia to Ust-Luga for Morocco and Africa.
• 2023-09-15 · Kazakhstan crushed-lump stock sales lift exports toward 2023 record path · BC Insight / CRU · industry_estimate
  BC Insight notes Kazakhstan started a stock-drawdown programme in 2023 with crushed lump sulfur sales, later accelerating in 2024. Strict storage regulations mean almost all Tengiz/Kashagan sulfur is exported rather than blocked long term.
• 2023-09-01 · US Jan–Sep sulfur production ~6 Mt; Gulf Coast +3% YoY to 3.57 Mt · Argus Media (USGS data) · verified_public
  Argus citing USGS put US sulfur production in the first nine months of 2023 just over 6 Mt (+20,000 t YoY). Only the Gulf Coast region rose, with Jan–Sep output about 3.57 Mt (+3%), while other US regions declined year over year.
• 2023-08-15 · Canada price-sensitive remelt slows as Vancouver softens · Argus Media / BC Insight · industry_estimate
  Argus and CRU commentary contrast Canada’s remelt behaviour—accelerating when Vancouver FOB clears high logistics costs, slowing when prices fall—with Kazakhstan/Saudi regulatory or capacity-driven draws. Late-2023 Vancouver weakness at $72/t squeezed Alberta high-cost remelt eco…
• 2023-08-01 · Port of Vancouver: sulfur +11% in 2023 to 3.10 Mt; dry bulk record · Vancouver Fraser Port Authority · verified_public
  VFPA’s 2023 cargo release highlighted sulfur volumes up 11% within record dry-bulk and overall port trade of 150.4 MMT (+6%). Full-year sulphur throughput was 3,103,912 tonnes, continuing the climb from 2.29 Mt (2021) and 2.79 Mt (2022).
• 2023-06-15 · Saudi Arabia begins voluntary sulfur stock draw ~0.15 Mt/quarter · BC Insight / CRU · industry_estimate
  BC Insight reports Saudi Arabia added roughly 0.15 Mt per quarter to its export programme from stock drawdown as storage neared capacity and the logistics-buffer value of stocks diminished. Unlike Canada’s price-driven remelt, Saudi draws continued even in the lower-price surplus…
• 2023-06-01 · Indonesia acid imports begin multi-year HPAL-driven surge · CRU Group · industry_estimate
  CRU later noted Indonesia sulfuric acid imports jumped from about 0.31 Mt in 2022 to nearly 1.1 Mt in 2023 (+250%+), initially met by Japan and South Korea as HPAL nickel projects ramped. Nickel-related acid demand was on a path from ~3.5 Mt/yr in 2021 toward much higher mid-deca…
• 2023-05-15 · Heartland terminal forming capacity supports Edmonton-area sulfur exports · Heartland Sulphur / Argus Media · verified_public
  Heartland Sulphur’s public materials describe ~4,500 t/d forming capacity at its Alberta Industrial Heartland terminal plus molten rail loading for North America. Commissioned around 2021 and expanded thereafter, the site is a key node converting crushed/blocked sulfur into expor…
• 2023-05-01 · Kazakhstan Kashagan stock fine triggers inventory removal programme · BC Insight / CRU · industry_estimate
  BC Insight links a significant Kazakh government fine over ~1.7 Mt of accumulated Kashagan sulfur stock to a concerted inventory-removal programme starting around 2023. The programme later added roughly 0.25 Mt/quarter to Kazakh exports through mid-2025.
• 2023-04-15 · UAE among top three China sulfur origins as Gulf solids stay competitive · IndexBox · verified_public
  Despite soft absolute prices, UAE remained a top-three China origin in 2023 volume terms (~1.1 Mt). Gulf granular sulfur competed with Canadian Vancouver cargoes into Yangtze and southern Chinese phosphate plants whenever freight and FOB spreads aligned.
• 2023-04-01 · Alberta suppliers remelt blocked sulfur early in 2023 to pace exports · Argus Media · industry_estimate
  Argus reported that earlier in 2023 suppliers were remelting solid sulfur inventory to keep pace with exporter demand, before late-year price weakness squeezed high-cost remelt tons. Remelt is the swing valve linking Alberta blocks to Vancouver liftings.
• 2023-03-01 · Q1 Tampa sulfur expected mid-$60s to low-$70s/lt on soft Vancouver/USG · Argus Media · industry_estimate
  Argus December 2023 viewpoint said market participants expected the Q1 2024 Tampa settlement to track soft Vancouver and US Gulf spot into the mid-$60s/lt to low-$70s/lt delivered—illustrating how late-2023 bearishness capped North American liquid contracts into early 2024.
• 2023-01-31 · China expected to resume phosphate export customs inspections in 2023 · Argus Media · industry_estimate
  Argus expected Chinese authorities to resume prior customs inspections for phosphate fertilizer exports from January 2023, continuing to restrain sulfur demand intensity versus the H1 2022 surge. Domestic sulfur capacity growth further reduced China’s need for opportunistic impor…
• 2022-12-20 · South Cheecham priller expected to boost Vancouver capacity 5–10% in 2023 · Argus Media · industry_estimate
  Argus estimated the South Cheecham priller’s 4,000 t/d wet prilling addition could increase Vancouver export capacity by 5–10% in 2023, subject to international demand. Combined with higher oil-sands sulfur output, Canada’s solid-export capability was set to rise into the surplus…
• 2022-11-01 · China import value of sulfur peaks near $2.3B in 2022 then set to fall · IndexBox · verified_public
  IndexBox estimates put China’s sulfur import value at about $2.3 billion in 2022 after a 2021 surge (+143% value in 2021). Value later fell sharply to about $1.1 billion in 2023 even as volumes began recovering, reflecting the price collapse from mid-2022 highs.
• 2022-10-31 · China Jan–Oct sulfur imports 6.65 Mt (−22% YoY) after H1 surge · Argus Media · verified_public
  Argus reported China imported 2.4 Mt of sulfur in April–June 2022 (+50% YoY) on phosphate export demand, then slowed to 2.5 Mt in July–October (−5.9% YoY). January–October imports totaled 6.65 Mt, down 22% from a year earlier after the H2 export quota regime.
• 2022-10-15 · Vancouver Jan–Oct sulfur exports 2.39 Mt, already above full-year 2021 · Argus Media (Port of Vancouver data) · verified_public
  Port of Vancouver data cited by Argus showed sulfur exports of 2.39 Mt in January–October 2022, already exceeding the full-year 2021 total of about 2.29 Mt. Full-year 2022 port throughput later printed 2.79 Mt (+22% YoY).
• 2022-09-15 · Mosaic cuts US phosphate utilization, freeing sulfur for export · Argus Media · industry_estimate
  Argus noted Mosaic, the largest US sulfur consumer, reported sinking utilization and reduced sulfur consumption through 2022—a trend expected to continue into 2023—freeing more US Gulf volume for export as domestic phosphate runs stayed weak.
• 2022-09-01 · China sulfur import price drops 63% MoM to $129/t in September · IndexBox (China customs) · verified_public
  IndexBox reported China’s September 2022 sulfur import price at $129/t CIF, down 62.5% from the prior month, breaking the 2022 uptrend. September imports were 544,000 t (−13.2% MoM); top volume suppliers included South Korea (90 kt), Iran (88 kt), and Canada (71 kt).
• 2022-08-15 · Vancouver FOB sulfur collapses under $65/t within two months of $478 peak · Argus Media · industry_estimate
  Argus viewpoint reporting said Vancouver spot export pricing fell from a midpoint near $478/t FOB (highest since 2008) to under $65/t FOB within about two months as phosphate fertilizer demand fizzled after the Chinese export curb. US Gulf spot FOB traded in a greater-than-$440/t…
• 2022-07-31 · Qatar QSP crashes to $77/t FOB August from $428/t in July (−$351/t) · Argus Media · industry_estimate
  Muntajat set the August 2022 Qatar Sulphur Price at $77/t fob, down $351/t from July’s $428/t. Argus granular CFR China slumped to $95/t on 4 August as Chinese buyers pulled back from imports and turned to domestic sulfur after the phosphate export curb.
• 2022-07-01 · China de-facto phosphate fertilizer export quota for H2 2022 · Argus Media · verified_public
  Chinese authorities implemented a de-facto export quota regime in July 2022 for phosphate fertilizers in the second half. DAP operating rates fell to 40–50% at river ports and ~50% in Yunnan/Guizhou by end-July, triggering a global sulfur price collapse.
• 2022-06-20 · China Apr–Jun sulfur imports 2.4 Mt (+50%) before export curb bite · Argus Media · verified_public
  Argus noted China’s Q2 2022 sulfur imports of 2.4 Mt rose 50% year on year, driven by phosphate fertilizer exports before July’s de-facto quota regime. The H1 import surge and H2 collapse defined 2022 Chinese sulfur trade volatility.
• 2022-06-15 · Huaxicun Commodity Contracts Exchange sulfur trading halted 16 June · Argus Media · verified_public
  Argus reported the Huaxicun Commodity Contracts Exchange stopped sulfur trading from 16 June 2022 after Chinese authorities deemed it non-standard. The halt removed a domestic paper/price discovery venue just as physical phosphate-export policy uncertainty intensified.
• 2022-06-01 · China sulfur import price peaks near $471/t CIF in June · IndexBox (China customs) · verified_public
  IndexBox series put China’s sulfur import price at a 2022 peak near $471/t CIF in June before the July–September collapse. June import volumes also peaked near 948,000 t before three consecutive monthly declines as phosphate export policy tightened.
• 2022-03-15 · China sulfur import price surge; March imports jump sharply · IndexBox (China customs) · verified_public
  IndexBox customs-linked series show China’s sulfur import unit value rising hard into spring 2022, with March import volumes up about 58% month on month as phosphate exporters pulled feedstock. Canada remained among top suppliers alongside Iran and South Korea during the spike mo…