Ethanol: China's ethanol market dynamics on July 5
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July 5, 2023, 4:59 PM The price index of general-grade ethanol was 6163 on July 5th, which was + 40.6 compared with the previous working day.
Part of the price of ethanol in China has risen. Hot spots on July 5: first, Henan premium prices continue to rise. Second, large factories in Northeast China have limited shipments, individual have start-up plans, and the price is stable before publication. Third, the price of the main factory in East China has increased by 100 yuan / ton. Fourth, the starting price of ethyl acetate factory is stable. Fifth, the chemical industry rigid demand procurement and transaction prices rise. 6. The price of ddgs has increased significantly.
Specifically, the northeast spot is limited, large factories limited delivery, individual devices have plans to put into production, the market spot is limited, multi-order delivery, the price is stable before the release, some do not quote. The orders of enterprises in Mengzhou, Henan Province increased, and the premium price increased by 100 yuan / ton as of press time. East China Jiangsu area spot is not much, the chemical industry rigid demand purchase, the price rises. Northeast enterprise Jilin market general grade quotation 6300-6350 yuan / ton. The general grade of Heilongjiang market is 6150-6250 yuan / ton, Heilongjiang anhydrous market is 6900-7100 yuan / ton, and Jilin anhydrous market is 7050-7200 yuan / ton. The northeast closing position is about 6600 yuan / ton. The superior enterprises in Central China are quoted at 6600 yuan / ton and the water-free price is 7350 yuan / ton. The price of ethanol in East China is 6600 yuan / ton. The price of anhydrous ethanol is 7300-7400 yuan / ton, and the general price in southern Jiangsu is 6750 yuan / ton. Cassava ethanol 6700-6800 yuan / ton in Guangxi, South China.
unit: yuan / ton
|
Area |
Specifications |
Market |
2023/7/5 |
2023/7/4 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7450-7500 |
7450-7500 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
6700-6800 |
6700-6800 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7050-7150 |
7050-7150 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6300-6350 |
6300-6350 |
0/0 |
|
|
No water |
Jilin |
7050-7200 |
7050-7200 |
0/0 |
|
|
|
General level |
Jinzhou |
6600-6650 |
6600-6650 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6150-6250 |
6150-6250 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6500-6500 |
6500-6500 |
0/0 |
|
|
No water |
Anhui Province |
7300-7300 |
7300-7300 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6600-6700 |
6500-6600 |
+100/+100 |
|
|
|
Superior grade |
Shandong |
6800-6900 |
6800-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7350-7400 |
7350-7400 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6600-6600 |
6500-6500 |
+100/+100 |
|
|
|
No water |
Northern Jiangsu |
7300-7400 |
7250-7300 |
+50/+100 |
|
|
|
General level |
Southern Jiangsu |
6750-6750 |
6650-6700 |
+100/+50 |
|
|
|
Central China |
Superior grade |
Henan |
6600-6600 |
6500-6530 |
+100/+70 |
|
|
No water |
Henan |
7350-7350 |
7350-7350 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/7/5 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2600-2750 |
|
|
Northeast China |
Jilin |
DDGS |
2800-2950 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2550-2680 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2750-2890 |
High fat |
|
Central China |
Henan |
Corn |
2920-2940 |
|
|
Central China |
Henan |
DDGS |
2800-3100 |
|
|
Thailand |
|
Dried cassava |
255-258 |
|
|
Shandong |
|
Ethyl acetate |
5940-5960 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6100-6150 |
|
|
South China |
|
Ethyl acetate |
6450-6500 |
|
Future forecast: short-term high prices are expected to be sorted out, there is not much spot in the northeast, individual enterprises have recovery plans, and no spot overhaul time for large factory delivery orders may be delayed, and enterprise orders are limited for delivery. it is expected that short-term enterprise quotations are likely to rise slightly. Henan prices rose to a high, the chemical industry in the direction of early order delivery, short-term orders support high prices. There is not much spot in East China, the chemical industry is in rigid demand, and the short-term price is expected to be strong.
Raw materials: corn ethanol: corn prices rose slightly, large factory ddgs inventory decreased, soybean meal prices rose, and enterprise equipment maintenance news was released, downstream stock prices continued to rise. Dry cassava: the price of ethanol in China is not high, the buying atmosphere is not strong, and the price is arranged.
Supply: northeast start: Dongning shutdown, Baoquanling shutdown, Fuyu Huihai normal, Cofco Zhaodong fuel plant production and food production, Hongzhan Laha Phase I stop, Bayan stop feeding, Heilongjiang Shenglong production; Fukang first line shutdown, Tianyu normal, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong production reduction, Liniu downtime. East China Flower Hall half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe stop feeding, sul shutdown, Fulaichun shutdown, Maibo Huihui shutdown, MINUSTAH production. The production of enterprises in Mengzhou, Henan Province is normal. Jufeng feeding. Chifeng Ruiyang feed, Zalantun this week out the product.
Demand: downstream chemical rigid demand procurement. Buy a small amount of liquor.
Logistics: logistics price is stable.
Equipment maintenance table of Chinese ethanol enterprises
|
Enterprise name |
Production capacity (10,000 tons / year) |
Maintenance involves production capacity |
Maintenance start time |
Remarks |
|
Heilongjiang Hongzhan (Jixian) |
60 |
60 |
April fifteenth |
Start up on May 6th |
|
Jilin Fukang |
50 |
4 |
March 28th |
|
|
Heilongjiang Hexing grain and oil |
3 |
3 |
Late March |
|
|
Inner Mongolia Shuntong |
12 |
12 |
Stop the machine |
|
|
Heilongjiang Zhongke Green |
10 |
10 |
Stop the machine |
|
|
Fulaichun, Shandong Province |
20 |
20 |
Stop the machine |
|
|
Jiangsu Dongcheng |
15 |
15 |
Stop the machine |
|
|
Guannan COVID-19, Lianyungang |
5 |
5 |
Stop the machine |
|
|
Jiangsu Haiyan |
15 |
15 |
Start up in the middle of May |
|
|
Jiangsu Maibo remittance |
8 |
8 |
Stop feeding at the beginning of April |
|
|
Shuyang Guohua |
5 |
5 |
Stop the machine |
|
|
Anhui COFCO |
75 |
30 |
The material has been put in on April 20th. |
|
|
Anhui Wuhechun |
8 |
8 |
Stop the machine |
|
|
Jilin Xintianlong |
30 |
30 |
Shut down on May 5, start on the 17th, and reduce production on the 21st. |
|
|
Heilongjiang Sheng long |
15 |
15 |
Shut down on April 27th-start on June 5th |
|
|
Inner Mongolia Liniu |
10 |
10 |
Stop the machine |
|
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
One-line production |
|
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Open on May 21 |
|
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Stop feeding on April 17th |
|
|
National Investment Helen |
30 |
30 |
April 12-May 24 |
Fuel fuel |
|
Guotou Jidong |
30 |
30 |
April 3rd |
Fuel fuel |
|
Zhenjiang Changxing |
10 |
10 |
All machines were shut down on May 16th and put in materials on June 5th. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18th |
|
|
Hongzhang, ha. |
60 |
30 |
The first phase will be stopped on May 27 until the time is uncertain. |
|
|
Fukang |
50 |
50 |
The material will be cut off on July 20 and the whole line will be overhauled for a month. |
|
|
Tianyu |
15 |
15 |
On July 6, materials will be suspended for overhaul for one month, which is expected to be postponed. |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-June 20 |
|
|
Chifeng Ruiyang |
8 |
8 |
Downtime on June 10th |
|
|
Hongzhan Tahiko |
30 |
30 |
It is expected to stop feeding for 20 days on June 20, and short-term delivery is expected. |
|
|
Wanli Runda |
60 |
60 |
The outage is expected to last 20 days in July. |
|
|
Lianyungang Longhe River |
10 |
10 |
The device stopped feeding on July 3. |
|
|
Jiangsu sul alcohol |
12 |
12 |
July 3 plant shutdown and feeding |
|
|
Liaoyuan giant peak |
50 |
50 |
Feed |
|
|
Chifeng Ruiyang |
8 |
8 |
July 4th feeding |
|
|
Zalantun |
10 |
10 |
The product will be released this week. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.