Ethanol: China's ethanol market dynamics on July 17
116,062 
July 17, 2023, 4:45 PM The price index of general-grade ethanol was 6216.00 on July 17th, up from-4.5 on the previous working day.
Henan excellent grade of Chinese ethanol market is weak, others are stable. July 17 hot spots: first, the price of cassava ethanol in East China is stable, and individual enterprise devices are turned on. Second, the installation of the large factory in Jilin in Northeast China is stable, the two enterprises in Heilongjiang have shut down, and the devices of some enterprises in Jilin that have reduced production have returned to full production. Third, the weekend premium price in Henan area has been reduced by 50 yuan / ton, and today individual factories continue to lower the premium price by 50 yuan / ton. 4. The price of ethyl acetate is stable. Fifth, the transaction price of dried cassava in Thailand has increased. Sixth, the price of individual coal-based ethanol has increased.
Specifically, the spot in the northeast region is limited, large factories limited delivery, order delivery, the price is stable, two enterprises in Heilongjiang shut down. Henan Mengzhou enterprises order delivery, the number of vehicles in front of the door decreased, and the premium price was reduced by 50 yuan / ton at the weekend. The price in East China is stable, the equipment in some factories is turned on, and the shipment is general. The individual price of coal-based ethanol increased significantly. There are more vehicles queuing in front of large fuel ethanol factories to pick up goods. The purchase price of some local refineries has risen. Northeast enterprise Jilin market general grade quotation 6400-6450 yuan / ton. The general grade of Heilongjiang market is 6300-6400 yuan / ton, Heilongjiang anhydrous market is 7050-7100 yuan / ton, and Jilin anhydrous market is 7100-7250 yuan / ton. The northeast closing position is about 6600-6650 yuan / ton. The superior enterprises in Central China offer 6600-6650 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 |
2023/7/17 |
2023/7/14 |
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 |
7150-7200 |
7150-7200 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6400-6450 |
6400-6450 |
0/0 |
|
|
No water |
Jilin |
7100-7250 |
7100-7250 |
0/0 |
|
|
|
General level |
Jinzhou |
6600-6650 |
6600-6650 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6300-6400 |
6300-6400 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6650-6800 |
6650-6800 |
0/0 |
|
|
No water |
Anhui Province |
7300-7500 |
7300-7500 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6700-6700 |
6700-6700 |
0/0 |
|
|
|
Superior grade |
Shandong |
6900-6900 |
6900-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7350-7400 |
7350-7400 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6650-6700 |
6650-6700 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7350-7450 |
7350-7450 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
6750-6800 |
6750-6800 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6600-6650 |
6700-6700 |
-100/-50 |
|
|
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 |
2023/7/17 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2600-2750 |
|
|
Northeast China |
Jilin |
DDGS |
2840-2950 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2550-2680 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2800-2900 |
High fat |
|
Central China |
Henan |
Corn |
2960-2960 |
|
|
Central China |
Henan |
DDGS |
3050 |
|
|
Thailand |
|
Dried cassava |
264-267 |
|
|
Shandong |
|
Ethyl acetate |
6300-6360 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6350-6400 |
|
|
South China |
|
Ethyl acetate |
6550-6600 |
|
Future forecast: short-term price regional trend is expected, some factories in Northeast China are down, fuel production is reduced, fuel prices are strong, follow-up two enterprises have maintenance plans, short-term prices are stable. The demand in Henan area is general, and it is expected to be weak in the short term. General-grade shipments in East China are general, and there is the possibility of individual factories starting in the short term, with a slight increase in supply, but there is no obvious inventory expected price arrangement for large factories at present.
Raw materials: corn ethanol: corn prices fell slightly in the region, the current ddgs prices rose to a high, soybean meal prices are weak, in the short term prices are stable or weak. Cassava dry aspect: enterprise rigid demand procurement, Thailand is willing to raise the price is obvious, cassava dry inventory sales are expected short-term cassava dry price high finishing.
Supply: northeast start: Dongning shutdown, Baoquanling shutdown, Fuyu Huihai normal, Cofco Zhaodong plant shutdown, Wanli plant shutdown, Hongzhan Raha first phase stop, Bayan production, Hongzhan other equipment normal, Heilongjiang Shenglong production; Fukang device normal, Tianyu normal, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong resuming, Linu downtime. East China Flower Hall half-load production, Guannan shutdown, Jin Changlin shutdown, Guohua production, Changxing production, Longhe shutdown, sul shutdown, Fulaichun continued shutdown, Maibo Huihui shutdown, MINUSTAH production. The production of enterprises in Mengzhou, Henan Province is normal. Jufeng production. Chifeng Ruiyang production, Zalantun production.
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 |
Resume around July 10th |
|
|
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, reduce production on the 21st, full production on July 15th. |
|
|
Heilongjiang Sheng long |
15 |
15 |
Shutdown on April 27th-started on June 5th, with maintenance plan in July |
|
|
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 time of maintenance is uncertain. |
|
|
Tianyu |
15 |
15 |
The maintenance period is 30 days on July 21. |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-shutdown on June 20, July 15 |
|
|
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 machine was shut down on July 15 for 15-20 days |
|
|
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 |
July 4th production |
|
|
Zalantun |
10 |
10 |
The product will be released around July 6th. |
|
|
Shandong Yingxuan |
20 |
20 |
The downtime at the end of June is uncertain. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.