Alberta inventory
AER-linked stock levels with source dates and provenance tags.
Open North American recovered-sulfur desk: Alberta inventory, Vancouver exports, hubs, netbacks, facilities. Provenance on every figure.
Global sulphur described as flat on the week. India CFR quoted 1,050 to 1,100 dollars. Kpler backlog aligns with single-digit Hormuz transit counts.
Wide import range captures distressed and premium origins. Granular top of band aligns with BC Insight India CFR near 1,050 to 1,100 dollars.
Five-day spread improves to negative 292.33 yuan from negative 479.38 yuan. Platform publishes (+,-,-) bearish weak-rebound signal. No new September 17...
September 16 national acid average down 24.69 yuan. Shandong sulphur-burning acid unchanged at 2,700 to 3,000 yuan. North China smelting acid down 300 yuan.
September 16 print down 165 yuan from September 15. Month-to-date drop widens to 7.73 percent from the September 1 level.
Reuters shipping data show Tuesday counts down from seven on Monday. LPG and naphtha cargoes move on Iranian and dark routes.
September 15 print down 483.33 yuan from September 14. Platform classifies trend as clearly declining.
IRGC says mine strike on restricted route. CENTCOM says Iranian missile in August and drone hit over the weekend.
FOB hubs, basis, and Alberta-to-Pacific export flow.
Tips: tips@sulfurwire.com
AER-linked stock levels with source dates and provenance tags.
Canada and Port of Vancouver volumes by destination.
FOB plus ocean freight to implied CFR on Pacific routes.
Canada producers/formers plus US Gulf and Tampa nodes.
PCT and Wharves depth, LOA, loader rates. Not live AIS.
Prill, granule, pastille, and slate for bulk export.
Vancouver-Asia transit beside Middle East chokepoint lanes.
PCT and Vancouver Wharves load rates, stockpile, Panamax.
Sour bitumen, Claus recovery, forming, rail, tidewater.
Vancouver, US Gulf, and Tampa molten with year notes.
Observation classes, PRA boundary, unit traps (LT vs MT).
Where to start: annuals, inventory cut, hubs, anchors, netbacks.
LT ↔ MT and Vancouver−Gulf basis without form mix-ups.
Formed sulfur rails from Alberta remelt and forming plants to PCT Port Moody and Vancouver Wharves. Port stats: 3.51 Mt sulfur through Vancouver in 2025.
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