Ethanol: China's ethanol market dynamics on July 7
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July 7, 2023, 5:01 PM On July 7th, the price index of general-grade ethanol was 6182.25, which was + 8.5 compared with the previous working day.
The price of ethanol in China rose in the region, the price in Heilongjiang and the price in East China. July 7 hot spots: first, the price of mainstream factories in eastern China and northern Jiangsu increased by 50 yuan / ton. Second, the price of Heilongjiang factory in northeast China has increased by 50 yuan / ton, and Jilin is stable. Third, prices in Henan are stable. Fourth, the price of ethyl acetate in large factories has risen sharply.
Specifically, the spot in Northeast China is limited, large factories limited delivery, order delivery, Heilongjiang factory quotation increased by 50 yuan / ton, Jilin stable. Henan Mengzhou enterprise order delivery, the price is stable. Prices in eastern China and northern Jiangsu are rising, orders are delivered, but there is not much in stock. The plant of ethyl acetate in East China Chemical Industry is unstable. The freight rate is slightly weak. Northeast enterprise Jilin market general grade quotation 6300-6350 yuan / ton. The general grade of Heilongjiang market is 6200-6350 yuan / ton, Heilongjiang anhydrous market is 6950-7100 yuan / ton, and Jilin anhydrous market is 7050-7200 yuan / ton. The northeast closing position is about 6550-6600 yuan / ton. The superior enterprises in Central China are quoted at 6600 yuan / ton, and the water-free price is 7300-7400 yuan / ton. The price of ethanol in East China is 6650-6700 yuan / ton. The price of anhydrous ethanol is 7350-7450 yuan / ton, and the general price in southern Jiangsu is 6750-6800 yuan / ton. Cassava ethanol 6700-6800 yuan / ton in Guangxi, South China.
unit: yuan / ton
|
Area |
Specifications |
Market |
2023/7/7 |
2023/7/6 |
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 |
6550-6600 |
6550-6600 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6200-6350 |
6200-6300 |
0/+50 |
|
|
|
East China |
General level |
Anhui Province |
6650-6650 |
6650-6650 |
0/0 |
|
|
No water |
Anhui Province |
7300-7400 |
7300-7400 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6600-6700 |
6600-6700 |
0/0 |
|
|
|
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 |
6650-6700 |
6600-6600 |
+50/+100 |
|
|
|
No water |
Northern Jiangsu |
7350-7450 |
7300-7400 |
+50/+50 |
|
|
|
General level |
Southern Jiangsu |
6750-6800 |
6750-6800 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6600-6600 |
6600-6600 |
0/0 |
|
|
No water |
Henan |
7300-7400 |
7300-7400 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/7/7 |
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 |
2920-2950 |
|
|
Central China |
Henan |
DDGS |
2800-3100 |
|
|
Thailand |
|
Dried cassava |
262-263 |
|
|
Shandong |
|
Ethyl acetate |
6270-6280 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6400-6500 |
|
|
South China |
|
Ethyl acetate |
6700-6800 |
|
Future forecast: short-term prices are expected to be high, there is not much spot in the northeast, there is no spot delivery orders from large factories, limited shipments of enterprise orders are expected, and short-term prices are expected to be stable or pull up slightly in the region. 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, chemical industry rigid demand procurement, order support, 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. Huadong Huatian half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe shutdown, 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 prices are weakening slightly.
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 |
Shut down on June 10th and feed on July 4th. |
|
|
Hongzhan Tahiko |
30 |
30 |
Stop from June 20th to July 5th |
|
|
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 |
The fourth of July is unstable. |
|
|
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.