Stem and logistics log
Curated from the open intel archive for logistics/stem/export context. Not a live vessel schedule and not AIS. 188 matching items in archive; showing 80. JSON: stems.json. Berth specs: Berths.
- 2026-10-19 · Shandong Dongming cuts liquid sulfur 1,100 yuan/t to 5,000 and solid 800 yuan/t to 6,500 on Oct 19
· Shengyishe / 生意社 (100ppi) · verified_public
Shengyishe PriceSeek on 2026-10-19 reported Shandong Dongming Petrochemical Group cut liquid sulfur offers by 1,100 yuan per metric tonne to 5,000 yuan per tonne and solid sulfur by 800 yuan per tonne to 6,500 yuan per tonne. The wire flags Dongming as a regional core refinery, s… - 2026-10-19 · China spot sulfur 6,076.75 yuan/t on 10jqka print; Shengyishe morning 基准 6,652.33 yuan/t frames Vancouver netback
· Open market and government sources · verified_public
Tonghuashun iFind data republished on 2026-10-19 put China's sulfur spot at 6,076.75 yuan per metric tonne, down 575.58 yuan day on day, with a 16.97 percent loss over the prior week in the same table. Shengyishe's morning commodity wire on 19 October carried the national sulfur … - 2026-10-19 · China coastal sulfur port stocks 1.1198 Mt on Oct 19 Shengyishe wire; Fangcheng 420 kt
· Shengyishe / 生意社 (100ppi) · verified_public
A Shengyishe port inventory wire timestamped 14:18 on 2026-10-19 put monitored coastal elemental sulfur stocks at 1.1198 million metric tonnes, down about 3,700 tonnes from the 1.1235 million tonne print on the 15 October wire. The breakdown listed Fangcheng at 420,000 tonnes, Zh… - 2026-10-18 · China coastal sulfur port stocks plateau near 1.123 Mt on Oct 14–15 Shengyishe wires
· Shengyishe / 生意社 · verified_public
Shengyishe port inventory wires dated 2026-10-14 and 2026-10-15 put monitored coastal elemental sulfur stocks at 1,123,200 and 1,123,500 metric tonnes respectively, a flat band after the mid-October build from 1,019,700 tonnes on the October 8 wire. The October 15 breakdown still… - 2026-10-17 · Shengyishe Oct 15 coastal port wire lifts monitored stocks to 1.1235 Mt; Fangcheng and Zhanjiang lead
· Shengyishe / 生意社 · verified_public
Shengyishe's rawmex feed carried a coastal port inventory wire dated 2026-10-15, putting monitored Chinese coastal elemental sulfur stocks at 1,123,500 metric tonnes (112.35 万吨), up about 103,800 tonnes versus the October 8 wire at 1,019,700 tonnes still on the page earlier in th… - 2026-10-17 · ChemPortal Oct 15 freight table: Vancouver–China 50–60 kt at 38–43 USD/t; Pacific stem freight separate from FOB assessments
· ChemPortal · verified_public
ChemPortal's open sulphur dashboard dated 15 October 2026 published a freight table row for Vancouver loading to China on 50–60 thousand tonne parcels at 38–43 dollars per tonne, unchanged in the low–high band format from the prior week's Pacific freight context on the same page.… - 2026-10-17 · China sulfur loses 10% in eight days as acid and seaborne contracts reset
· Open market and government sources · industry_estimate
Shengyishe's national sulfur benchmark fell from 7,402.33 yuan per metric tonne on October 9 to 6,652.33 yuan on October 17, a 10.1 percent decline, while its monitored coastal stock tally rose to 1.1235 million tonnes on October 15. SunSirs put China's industrial-grade 98 percen… - 2026-10-08 · Shengyishe October 8 coastal port wire lifts monitored stocks to 1.0197 Mt; Fangcheng and Zhanjiang lead build
· Shengyishe / 生意社 · verified_public
Shengyishe's open feed on October 8 posted a fresh coastal port inventory wire dated 2026-10-08, putting monitored Chinese coastal elemental sulfur stocks at 1,019,700 metric tonnes (101.97 万吨), up about 79,500 tonnes versus the September 23 wire at 940,200 tonnes still carried o… - 2026-10-08 · AER news index unchanged since June 11 Kearl plea; USGS sulfur MIS still 2026 Q1 only on open hub
· Alberta Energy Regulator; U.S. Geological Survey · verified_public
The Alberta Energy Regulator's public news-release index on October 8 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-perfor… - 2026-10-07 · Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 7 sulfur daily posted
· Oilchem / 隆众资讯 · verified_public
Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post… - 2026-10-07 · AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release
· Alberta Energy Regulator · verified_public
The Alberta Energy Regulator's public news-release index on October 7 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-perfor… - 2026-10-06 · Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 6 sulfur daily posted
· Oilchem / 隆众资讯 · verified_public
Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post… - 2026-10-06 · AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release
· Alberta Energy Regulator · verified_public
The Alberta Energy Regulator's public news-release index on October 6 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-perfor… - 2026-10-05 · Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 5 sulfur daily posted
· Oilchem / 隆众资讯 · verified_public
Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post… - 2026-10-05 · AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release
· Alberta Energy Regulator · verified_public
The Alberta Energy Regulator's public news-release index on October 5 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2025 energy-outlook and pipeline-perfor… - 2026-10-04 · Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 4 sulfur daily posted
· Oilchem / 隆众资讯 · verified_public
Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post… - 2026-10-04 · AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release
· Alberta Energy Regulator · verified_public
The Alberta Energy Regulator's public news-release index on October 4 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2026 energy-outlook and pipeline-perfor… - 2026-10-03 · Oilchem October 1 holiday desk still flags weak post-Golden-Week setup; no October 3 sulfur daily posted
· Oilchem / 隆众资讯 · verified_public
Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post… - 2026-10-03 · AER news index unchanged since June 11 Kearl plea; no fresh Alberta sulfur release
· Alberta Energy Regulator · verified_public
The Alberta Energy Regulator's public news-release index on October 3 still listed Imperial's June 11, 2026 guilty plea on a Kearl EPEA matter as the newest headline, with no sulfur-specific or sulphur-balance bulletin posted since the June 2026 energy-outlook and pipeline-perfor… - 2026-10-02 · Oilchem October 1 holiday desk flags weak post-Golden-Week setup; Sep 30 weekly review still last sulfur week note
· Oilchem / 隆众资讯 · verified_public
Oilchem's open sulfur hub on October 1 carried a National Day holiday headline arguing Middle East risk remains but Asian spot offers are easing, while domestic output stays steady and downstream demand faces an autumn-fertilizer wind-down before winter stock builds, leaving post… - 2026-09-24 · SMM September 24 sulphuric acid weekly: China smelter acid index 1,247.5 yuan/mt (−7.7% w/w); Shandong sulfur EXW avg 7,508.5 yuan/mt
· SMM / Shanghai Metals Market · verified_public
SMM's September 24 sulphuric acid weekly review put China's copper smelting acid index at 1,247.5 yuan per metric tonne, down 103.5 yuan or 7.7 percent week on week from 1,351 yuan, marking a twelfth consecutive weekly pullback as the sub-thousand wave spreads inland. The same su… - 2026-09-21 · BC Insight September 19 Price Trends: NA FOB steady $1,100–1,200/t as Hormuz ceasefire window clears 1.07 Mt
· BC Insight / CRU Group · industry_estimate
BC Insight Price Trends on September 19 described a global sulphur holding pattern with bearish buyer sentiment against stubbornly high spot levels. A United States–Iran memorandum and 60-day ceasefire window allowed 22 vessels carrying about 1.07 million metric tonnes to depart … - 2026-09-21 · BC Insight September 19 market update: Harrisson frames deep 2026 deficit as ME exports fall below 1 Mt/mo
· BC Insight / CRU Group · industry_estimate
BC Insight's September 19 sulphur market update by Harrisson argued the market remains in a deep 2026 deficit after Middle East supply accounted for roughly 45 percent of seaborne trade in 2025, with production losses near 2.3 million metric tonnes and monthly exports falling bel… - 2026-09-21 · Fertilizer Daily September 20 phosphate review: MAP indices flat as East China sulphur slips to 7,150–7,325 yuan
· Fertilizer Daily Global · industry_estimate
Fertilizer Daily Global's September 20 phosphate fertilizer daily review, published September 21, said weaker raw materials and sluggish demand weighed on Chinese phosphate markets. The 55 percent powdered MAP index held at 4,056.25 yuan per tonne unchanged, 55 percent granular M… - 2026-09-21 · Rep. Buchanan September 21 letter urges White House action on sulfur costs; cites Tampa near $1,100–1,200/lt
· Office of Rep. Vern Buchanan (FL-16) · verified_public
House Ways and Means Vice Chairman Vern Buchanan released a September 21 letter to President Trump and Commerce Secretary Howard Lutnick asking for immediate federal steps on sulfur affordability after production curtailments and more than 200 fertilizer-sector job losses. The re… - 2026-09-20 · SMM August customs: China sulfur imports 272,323 t, down 65% y/y; Canada listed among top origins
· Shanghai Metals Market (SMM) · industry_estimate
Shanghai Metals Market published August 2026 China sulfur and sulphuric acid trade on September 20. Elemental sulfur imports totalled 272,323.414 metric tonnes in physical content, down 29.34 percent month on month and 65.03 percent year on year, with main sources including the U… - 2026-09-19 · BC Insight September 18 outlook: global sulphur flat to soft as phosphate curtailments outweigh Hormuz backlog
· BC Insight / CRU Group · industry_estimate
BC Insight's September 18 market outlook classified the global sulphur market as flat to soft near term, with most benchmarks unchanged and Mediterranean plus Chinese port markets softer on thin spot liquidity and cautious buying. Weak phosphate economics were cited across Brazil… - 2026-09-19 · BC Insight: China's sulphuric acid export halt removes about 2.8 Mt from 2026 traded acid pool
· BC Insight / CRU Group · industry_estimate
BC Insight's September 18 acid trade insight said Chinese authorities unofficially suspended sulphuric acid exports from May through year-end 2026 to preserve domestic supply amid the global sulphur shortage, removing an estimated 2.8 million metric tonnes from the traded acid ma… - 2026-09-18 · SMM sulphuric acid weekly review: China smelting acid index 1,351 yuan/mt as Shandong sulphur EXW falls 7.2% wow
· Shanghai Metals Market (SMM) · industry_estimate
Shanghai Metals Market's sulphuric acid weekly review for the week ending September 18 put China's copper smelting acid index at 1,351 yuan per metric tonne, down 67 yuan or 4.7 percent versus the prior Friday close of 1,418 yuan. The week opened with a 43 yuan drop on September … - 2026-09-18 · UkrAgroConsult flags US sulfur shortage as Tampa delivered stays above $1,100/t and Mosaic curtailments deepen
· Fertilizer Daily / UkrAgroConsult · industry_estimate
Fertilizer Daily via UkrAgroConsult on September 18 reported that a US sulfur shortage is threatening higher phosphate fertilizer prices. Florida lawmakers were cited on supply stress while Tampa delivered sulfur has traded above 1,100 dollars per tonne since May 2026 versus a pr… - 2026-09-18 · BC Insight September 18 firms Vancouver FOB to $1,100–1,200/t on Southern Africa sale as ME spot hits three-month low
· BC Insight / CRU Group · industry_estimate
BC Insight Price Trends on September 18 reported Vancouver FOB sulphur firmed 50 dollars per tonne at the upper end to a 1,100 to 1,200 dollars per tonne band on a confirmed Southern Africa sale. Middle East spot was quoted at 865 to 900 dollars per tonne FOB, described as a thre… - 2026-09-17 · SunSirs week of September 15 puts China import sulfur CFR at 525–1,050 with granular 1,000–1,050
· SunSirs · industry_estimate
SunSirs' international sulfur review for the week of September 15 put China import sulfur CFR in a 525 to 1,050 dollars per tonne band, with granular grades at 1,000 to 1,050 dollars per tonne. The wide range captures both distressed origins and premium formed product in the same… - 2026-09-17 · BC Insight September 15 flags flat global sulphur, Hormuz backlog near 450 kt, China ports at 884 kt
· BC Insight / CRU Group · industry_estimate
BC Insight's 15 September market insight described global sulphur prices as broadly flat on the week while highlighting persistent Hormuz congestion. The note cited Kpler data estimating roughly 450,000 tonnes of sulfur waiting to transit the strait, a backlog figure consistent w… - 2026-09-16 · Hormuz transits hold at four on Tuesday as 10-day average slips to 18 vessels
· Reuters · verified_public
Reuters reported September 16 that preliminary shipping data showed commodity vessel transits through the Strait of Hormuz remained in the single digits at four on Tuesday, down from seven on Monday and well below a 10-day average of 18. Of the four, two ships exited and two ente… - 2026-09-15 · Hormuz commodity transits fall to four on Monday as Middle East attacks intensify
· Baird Maritime / Reuters / Kpler · verified_public
Baird Maritime and Reuters reported September 15 that preliminary Kpler data showed commodity vessel transits through the Strait of Hormuz totalled four on Monday, down from 10 on Sunday. Two dry bulk carriers exited the waterway, including one laden and one ballast vessel, while… - 2026-09-15 · Washington and Tehran dispute EL GAIA tanker account as Oman tows burned hull off Musandam
· Iran International / CENTCOM / Oman MSC · verified_public
Iran International reported September 15 that Washington and Tehran offered sharply different accounts of the Panama-flagged tanker EL GAIA off Oman. The IRGC Navy said the tanker struck a naval mine while attempting to pass through what it called a restricted route south of the … - 2026-09-14 · Salalah Hormuz corridor summit postponed as Saudi Arabia objects to Iran-Oman deal
· Al Jazeera / France 24 / Oman MFA · verified_public
Foreign ministers from Iran, Iraq, and Gulf Cooperation Council members minus Bahrain were scheduled to meet Monday in Salalah, Oman, to review temporary entry and exit routes for commercial vessels in the Strait of Hormuz. Oman Foreign Minister Badr Albusaidi said late Sunday th… - 2026-09-14 · Hormuz commodity transits fall to single digits per day over weekend, Reuters data show
· Reuters / UKMTO / Fertilizer Daily · verified_public
Reuters reported September 14 that preliminary shiptracking data showed commodity vessel transits through the Strait of Hormuz fell to a single digit per day at the weekend, well below a 10-day average of 14. Over the weekend four vessels exited the Gulf through the strait, inclu… - 2026-09-13 · Hormuz vessel strike and Saudi pipeline shutdown deepen sulfur freight crisis ahead of Oman talks
· Reuters / UKMTO / Al-Monitor · verified_public
Reuters and UKMTO reported September 13 that a projectile struck a vessel transiting the Strait of Hormuz, causing a fire and crew evacuation. Iran said one person was killed and four wounded aboard an Iranian commercial ship struck off Qeshm Island. The attack came one day befor… - 2026-09-13 · US expands Section 338 tariff scope on Canadian goods effective September 15; sulfur still off lists
· SMM / Osler / World Trade Scanner · verified_public
SMM reported September 12 that the US-Canada tariff exchange escalated again: Canada imposed retaliatory tariffs on approximately 20 billion dollars of US goods, and Washington responded with a 50 percent tariff on about 100 additional Canadian product categories effective Septem… - 2026-09-11 · SMM maps China sulfur-acid divergence as Shandong EXW averages 8,028.5 yuan while copper smelting acid index falls 7.9 percent
· SMM (Shanghai Metals Market) · verified_public
SMM's September 11 sulphuric acid weekly review said the domestic acid market weakened further through the week ended Friday. The SMM China copper smelting acid index printed 1,418 yuan per tonne, down 121.5 yuan from the prior Friday level of 1,539.5 yuan, a weekly decline of 7.… - 2026-09-11 · Shengyishe benchmark edges up 0.30 percent to 8,289.25 yuan as September correction holds
· Shengyishe / 生意社 · verified_public
Shengyishe's September 11 national sulfur benchmark printed 8,289.25 yuan per tonne, up 25.00 yuan or 0.30 percent from the September 10 level of 8,264.25 yuan and down 0.72 percent from the September 1 month-start print of 8,349.00 yuan. The platform's trailing-year statistics p… - 2026-09-11 · Dongming Petrochemical lists liquid sulfur at 8,000 yuan and solid at 8,500 yuan on September 11
· Chemall / 中国石油和化工网 · verified_public
China Petroleum and Chemical Industry Federation portal Chemall published September 11 domestic refinery sulfur reference quotes showing Dongming Petrochemical liquid sulfur at 8,000 yuan per tonne and solid sulfur at 8,500 yuan per tonne. The 500 yuan solid premium over liquid i… - 2026-09-10 · Prismane puts US DAP at 939 dollars and MAP at 1,087 dollars as September retail averages step above August farmdoc prints
· Prismane Consulting · industry_estimate
Prismane Consulting's September 9 analysis of sulfur above 1,000 dollars per tonne and phosphate fertilizer economics cited reported US fertilizer averages as of September 9, 2026, at approximately 939 dollars per tonne for DAP, 1,087 dollars per tonne for MAP, 548 dollars per to… - 2026-09-10 · Shengyishe benchmark rebounds 1.69 percent to 8,264.25 yuan after September correction pause
· Shengyishe / 生意社 · verified_public
Shengyishe's September 10 sulfur benchmark printed 8,264.25 yuan per tonne, up 137.50 yuan or 1.69 percent from the September 9 level of 8,126.75 yuan and down 1.02 percent from the September 1 month-start print of 8,349.00 yuan. The platform's trailing-year statistics put the se… - 2026-09-09 · Shengyishe benchmark slips 0.91 percent to 8,126.75 yuan as September correction extends
· Shengyishe / 生意社 · verified_public
Shengyishe's September 9 sulfur benchmark printed 8,126.75 yuan per tonne, down 75.00 yuan or 0.91 percent from the September 8 level of 8,201.75 yuan and down 2.66 percent from the September 1 month-start print of 8,349.00 yuan. The platform's trailing-year statistics put the se… - 2026-09-09 · Canada July sulfur exports 444,100 mt as SMM maps US, Indonesia, and Australia as top lanes
· Shanghai Metals Market (SMM) · verified_public
Shanghai Metals Market's September 8 trade review put Canada's July 2026 monthly sulfur exports at 444,100 metric tonnes, down 15.76 percent month on month and up 46.28 percent year on year, at an average price of 1,181 dollars per metric tonne. Major destinations were the United… - 2026-09-09 · QatarEnergy September contract at 880 dollars FOB holds as SunSirs keeps CFR China above 1,070
· SunSirs · industry_estimate
SunSirs' September 8 international sulfur review reiterated the structural split that has dominated late-summer trade: Middle Eastern contract postings edged lower while landed import costs stayed elevated. QatarEnergy's September 2026 monthly sulfur contract remains at 880 dolla… - 2026-09-08 · Ottawa counter-tariffs take effect with HS 2503 still exempt on both borders
· Department of Finance Canada · verified_public
Canada's dollar-for-dollar retaliation against US Section 338 duties entered force at 12:01 a.m. September 8. The US 50 percent additional tariff on selected Canadian goods entered its eighteenth day on September 8. Finance Canada's August 25 announcement and August 26 revised co… - 2026-09-08 · QatarEnergy sets September sulfur contract at 880 dollars FOB as SunSirs flags falling postings but rising landed costs
· SunSirs · industry_estimate
SunSirs' September 8 international sulfur review said QatarEnergy announced its September 2026 monthly sulfur contract at 880 dollars per tonne FOB, down 10 dollars from the August price of 890 dollars per tonne, reflecting Middle Eastern exporters' intent to ease purchasing pres… - 2026-09-07 · Ottawa counter-tariffs one day out with HS 2503 still exempt on both borders
· Department of Finance Canada · verified_public
Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, one calendar day from September 7. The US 50 percent additional tariff on selected Canadian goods entered its seventeenth day on September 7. Finance Canada's August… - 2026-09-06 · Ottawa counter-tariffs two days out with HS 2503 still exempt on both borders
· Department of Finance Canada · verified_public
Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, two calendar days from September 6. The US 50 percent additional tariff on selected Canadian goods entered its sixteenth day on September 6. Finance Canada's August … - 2026-09-06 · Farmdoc Daily analysis puts global sulfur above 1,000 dollars and traces path from sub-100 in 2024
· Farmdoc Daily / Fertilizer Daily · industry_estimate
University of Illinois agricultural economists at Farmdoc Daily, in an analysis summarized by Fertilizer Daily on September 6, said sulfur prices have topped 1,000 dollars per metric ton in global spot markets, fundamentally reshaping phosphate fertilizer economics. The report tr… - 2026-09-05 · Ottawa counter-tariffs three days out with HS 2503 still exempt on both borders
· Department of Finance Canada · verified_public
Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, three calendar days from September 5. The US 50 percent additional tariff on selected Canadian goods entered its fifteenth day on September 5. Finance Canada's Augus… - 2026-09-05 · CoBank warns higher fertilizer prices are structural as phosphate capacity forecast drops 13 percent
· CoBank / Fertilizer Daily · industry_estimate
CoBank's Knowledge Exchange division, in an August report summarized by Fertilizer Daily on September 5, said higher fertilizer prices are structural rather than cyclical and growers should plan for an extended period of elevated input costs. The analysis focuses on phosphate mar… - 2026-09-04 · KPC rolls September sulfur contract unchanged while UAE posts September cut, Oilchem says
· Oilchem / FDD-global · verified_public
Oilchem published September 4 headlines that Kuwait Petroleum Corporation kept its September monthly sulfur contract price stable and that the United Arab Emirates lowered its September posting. The Kuwait headline follows August's open industry reporting that KPC set August Kuwa… - 2026-09-04 · Ottawa counter-tariffs four days out with HS 2503 still exempt on both borders
· Department of Finance Canada · verified_public
Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, four calendar days from September 4. The US 50 percent additional tariff on selected Canadian goods entered its fourteenth day on September 4. Finance Canada's Augus… - 2026-09-04 · Autumn fertilizer markets split as urea steadies near 409 dollars while sulfur passes 1,000 and phosphate stays tight
· Fertilizer Daily / BINFIELD · industry_estimate
Fertilizer Daily's September 4 wrap of BINFIELD's August 31 autumn overview said global fertilizer markets enter the season with mixed signals across nitrogen, phosphate, and potash. Urea stabilized near 409 dollars per metric ton FOB on Indian tender activity and hints that Beij… - 2026-09-03 · StatCan July merchandise trade shows exports down 2.3% with US-bound shipments falling 6.6%
· Statistics Canada · verified_public
Statistics Canada released July 2026 international merchandise trade on September 3. Total exports fell 2.3 percent to $76.1 billion while imports rose 2.2 percent to $75.4 billion, narrowing the merchandise surplus to $769 million from $4.2 billion in June. Exports to the United… - 2026-09-03 · Ottawa counter-tariffs five days out with HS 2503 still exempt on both borders
· Department of Finance Canada · verified_public
Canada's dollar-for-dollar retaliation against US Section 338 duties remains scheduled for 12:01 a.m. September 8, five calendar days from September 3. Finance Canada's August 25 and 26 publications keep elemental sulfur, HS 2503, off the counter-tariff table covering roughly C$2… - 2026-09-01 · Canada June sulfur exports 527,305 mt with Indonesia and US leading destinations
· Shanghai Metals Market · verified_public
Shanghai Metals Market's public June 2026 trade account put Canadian elemental sulfur exports at 527,305 metric tonnes, down 15.43 percent month on month and 8.62 percent year on year. Indonesia took 198,612 tonnes, the United States 158,031 tonnes, Chile 54,672 tonnes, Guinea 41… - 2026-09-01 · Section 338 duties enter eleventh day; Ottawa countermeasures seven days out with HS 2503 still exempt
· Department of Finance Canada / CNW · verified_public
The US 50 percent additional tariff on selected Canadian goods remained in force on September 1, the eleventh calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now seven days away on September 8. Finance Canada's August 25 and 26 publica… - 2026-08-31 · Russia's FAS proposes mandatory registration of over-the-counter sulfur contracts
· AK&M / Federal Antimonopoly Service · verified_public
Russia's Federal Antimonopoly Service proposed registering over-the-counter contracts for elemental sulfur, according to AK&M on August 31 citing the FAS website. Hydrochloric acid and sulfuric acid would be added to the same registration list. FAS said the change would help form… - 2026-08-31 · Section 338 duties enter tenth day; Ottawa countermeasures eight days out with HS 2503 still exempt
· Department of Finance Canada / Gowling WLG (open reporting) · verified_public
The US 50 percent additional tariff on selected Canadian goods remained in force on August 31, the tenth calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now eight days away on September 8. Finance Canada's August 25 and 26 publications… - 2026-08-30 · Section 338 duties enter ninth day; Ottawa countermeasures nine days out with HS 2503 still exempt
· Department of Finance Canada / CBP (open reporting) · verified_public
The US 50% additional tariff on selected Canadian goods remained in force on August 30, the ninth calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now nine days away on September 8. Finance Canada's August 25 and 26 publications keep el… - 2026-08-29 · Section 338 Canada tariffs enter eighth day; Ottawa retaliation ten days out with HS 2503 still exempt
· CBP / Department of Finance Canada (open reporting) · verified_public
The US 50% additional tariff on selected Canadian goods remained in force on August 29, the eighth calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now ten days away on September 8. Open trade counsel notes from BDO and Blakes continue … - 2026-08-28 · Section 338 Canada tariffs enter seventh day; HS 2503 still off both schedules
· CBP / Department of Finance Canada (open reporting) · verified_public
The US 50% additional tariff on selected Canadian goods remained in force on August 28, the seventh calendar day after the August 22 effective time, with Ottawa's dollar-for-dollar retaliation now eleven days away on September 8. Open trade counsel notes from BDO and Blakes conti… - 2026-08-28 · Environment+Energy Leader reports Mosaic idling Faustina as retail DAP and MAP climb
· Environment+Energy Leader · verified_public
Environment+Energy Leader on August 28 described sulfur as the binding input in the US phosphate chain after Hormuz disruption and China's sulfuric acid export halt. Third-quarter molten sulfur contracts delivered to Tampa settled at a record $705 per long ton, up from $655 in Q2… - 2026-08-28 · Mosaic files WARN notice for 206 layoffs at Uncle Sam and Faustina as sulfur costs idle Louisiana phosphate
· WBRZ / The Advocate · verified_public
The Mosaic Company filed a Worker Adjustment and Retraining Notification notice on August 26 covering 206 employees at its Uncle Sam plant in Convent and Faustina plant in Donaldsonville, Louisiana, with layoffs scheduled by October 10. WBRZ and The Advocate reported August 28 th… - 2026-08-27 · Ottawa publishes 874-item retaliation list; HS 2503 absent on both sides
· Department of Finance Canada / Baker McKenzie (open reporting) · verified_public
Finance Minister Francois-Philippe Champagne released Canada's dollar-for-dollar counter-tariff schedule on August 25, with the tariff-item table updated August 26 on Canada.ca. The list covers 874 tariff items and roughly C$27.6 billion in US-origin imports effective 12:01 a.m. … - 2026-08-26 · US Section 338 Canada tariffs enter fifth day; HS 2503 still off covered lists
· AP News / USTR (open reporting) · verified_public
The US 50% additional tariff on roughly $20 billion of Canadian goods remained in force on August 26, the fifth calendar day after the August 22 effective time. Open reporting continues to describe the measure as covering a narrow slice of Canadian exports while exempting energy,… - 2026-08-25 · US Section 338 tariffs on Canada enter fourth day; energy and minerals still exempt
· AP News / NBC News / USTR (open reporting) · verified_public
The US 50% additional tariff on roughly $20 billion of Canadian goods remains in force on August 25, the fourth calendar day after the August 22 effective time. Open reporting from AP, NBC, and USTR notes the duties cover a narrow slice of Canadian exports while exempting energy,… - 2026-08-25 · Brazil fertilizer imports halve in August as Mosaic warns on 2026/27 crop
· G1 / Reuters · verified_public
Reuters reported August 25 that Brazilian fertilizer imports fell about 10% year to date through July and were down roughly 50% in August as high prices and weak farm margins cut demand. Mosaic Brazil country manager Eduardo Monteiro told the congress in Sao Paulo that the nation… - 2026-08-25 · Illinois farmdoc links Corn Belt DAP to Vancouver sulfur spot above $1,000/t
· University of Illinois farmdoc daily · verified_public
University of Illinois farmdoc daily (August 25) tied rising US Corn Belt DAP prices to Vancouver spot sulfur exceeding $1,000 per tonne in recent weeks, up more than 130% since January 2026 and more than 300% since August 2025. Authors Paulson, Schnitkey, Zulauf, and Dhakal repo… - 2026-08-25 · Illinois farmdoc ties Vancouver sulfur spike to Corn Belt DAP near $850/t ahead of 2027 decisions
· farmdoc daily / University of Illinois · verified_public
University of Illinois farmdoc daily on August 25 linked rising phosphate fertilizer costs to the sulfur price surge, citing Vancouver spot sulfur above $1,000 per ton in recent months, up more than 130% since January 2026 and more than 300% since August 2025. Corn Belt diammoniu… - 2026-08-24 · US Section 338 tariffs on Canada enter third day; energy and critical minerals exempt
· AP News / NBC News / USTR (open reporting) · verified_public
The US 50% additional tariff on roughly $20 billion of Canadian goods remains in force on August 24, the third calendar day after the August 22 effective time. Open reporting from AP, NBC, and USTR notes the duties cover a narrow slice of Canadian exports (wine, dairy, hockey sti… - 2026-08-24 · SMM: Canada sulfur exports on a 5.22 Mt annualized pace as Hormuz recovery lags
· Shanghai Metals Market (public analysis) · industry_estimate
Shanghai Metals Market's H1 2026 sulfur chain review said Canada became a swing supplier after Hormuz disruption and restricted Russian/Kazakh exports. It put 2025 Canadian sulfur exports at 4.25 Mt, up 40.7% year on year, with first-four-month 2026 export value already $1.049 bi… - 2026-08-24 · India proposes 20% sulphur and acid subsidy for P&K fertilizer through March 2027
· BC Insight / India Department of Fertilizers · verified_public
BC Insight reported August 24 on a Department of Fertilizers document dated August 14 proposing a targeted relief package for India's P&K sector (DAP, NPK, phosphoric acid). The draft scheme would subsidize 20% of sulphur and sulphuric acid procurement, with floor reference price… - 2026-08-24 · Guizhou Phosphating Group lands 73,500 t Middle East sulfur at Zhanjiang
· ChemNet · verified_public
ChemNet reported August 24 that 73,500 tonnes of Middle Eastern elemental sulfur procured by Guizhou Phosphating Group arrived at Zhanjiang Port, Guangdong, in the early hours of August 20. The cargo is described as the group's first direct mainstream Middle East import since the… - 2026-08-23 · Strait of Hormuz MoU expires without successor as transits fall to 12 per day
· Fertilizer Daily / UANI / Windward · verified_public
Fertilizer Daily reported August 23 that the 60-day US-Iran memorandum of understanding on Hormuz shipping expired August 17 without a successor deal. A UANI shipping update cited August 19 said only 12 vessels crossed on August 16, versus more than 100 daily crossings before the…