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[Ethanol Daily Review]: China's ethanol market trends on August 21

111,249
August 21, 2023, 4:46 PM

The price index of general-grade ethanol was 6265.00 on August 21st, which was stable compared with the previous working day.

 

The price of ethanol in China is stable. Hot spots on August 21: first, Henan excellent prices are stable. Second, the price of ethanol in East China is stable. Third, the northeast Jilin big factory did not pay the price before it was published. Fourth, the bidding price of ethyl acetate is stable. Fifth, the purchasing price of refineries in the region weakens slightly. The price of dried cassava has gone up. The transaction price of chemical industry has gone up.

Specifically, the price in Northeast China is stable, order delivery, Heilongjiang factory food limited delivery. Jilin order delivery, the price has not been paid. Henan superior price is stable, order delivery, vehicles in general. There is not much stock in East China, no products have been produced by the enterprises put into production, and the transaction price of the chemical industry has risen. The price of fermented fuel ethanol is stable and the order is delivered. Weak finishing of coal ethanol. The transaction price of the earth refining is slightly weak. Last week, Jilin, an enterprise in Northeast China, quoted a price of 6450-6500 yuan per ton in general market and 7050-7300 yuan per ton without water in Jilin. The general grade of Heilongjiang market is 6250-6450 yuan / ton, and the Heilongjiang anhydrous market is 7050-7150 yuan / ton. The northeast closing position is about 6650-6750 yuan / ton. The superior enterprises in Central China are quoted at 6700 yuan / ton and the water-free price is 7500 yuan / ton. The price of ethanol in East China is 6750 yuan / ton. The price of anhydrous ethanol is 7500-7600 yuan / ton, and the general price in southern Jiangsu is 6800-6900 yuan / ton. Cassava ethanol 7000-7100 yuan / ton in Guangxi, South China.

& nbsp;                                     unit: yuan / ton

Area

Specifications

Market

2023/8/21

2023/8/18

Rise and fall

 

South China

Cassava is anhydrous

Guangxi

7650-7750

7650-7750

0/0

 

Molasses 95%

Guangxi

-

-

-

 

Cassava 95%

Guangxi

7000-7100

7000-7100

0/0

 

North China

Superior grade

Hebei

-

-

-

 

No water

Hebei

7200-7250

7200-7250

0/0

 

Northeast China

General level

Jilin

6450-6500

6450-6500

0/0

 

No water

Jilin

7050-7300

7050-7300

0/0

 

General level

Jinzhou

6650-6750

6650-6750

0/0

 

General level

Heilongjiang Province

6250-6450

6250-6450

0/0

 

East China

General level

Anhui Province

6750-6850

6750-6850

0/0

 

No water

Anhui Province

7500-7600

7500-7600

0/0

 

No water

Shandong

7500-7600

7500-7600

0/0

 

General level

Shandong

6750-6850

6650-6700

+100/+150

 

Superior grade

Shandong

6900-7100

6900-7100

0/0

 

Send it to other places without water.

Shandong

7450-7600

7450-7600

0/0

 

General level

Northern Jiangsu

6700-6750

6700-6750

0/0

 

No water

Northern Jiangsu

7450-7550

7450-7550

0/0

 

General level

Southern Jiangsu

6800-6900

6800-6900

0/0

 

Central China

Superior grade

Henan

6700-6700

6700-6700

0/0

 

No water

Henan

7500-7500

7400-7450

+100/+50

 

Raw materials / by-products and downstream

Unit: yuan / ton, US dollar / ton

Area

Market

Raw materials / by-products

2023/8/21

Remarks

Northeast China

Jilin

Corn

2750-2800

 

Northeast China

Jilin

DDGS

2990-3050

 

Northeast China

Heilongjiang Province

Corn

2650-2700

Less transactions at a low price

Northeast China

Heilongjiang Province

DDGS

2900-3050

High fat

Central China

Henan

Corn

2940-3040

 

Central China

Henan

DDGS

2950-3050

 

Thailand

 

Dried cassava

272-275

 

Shandong

 

Ethyl acetate

6650-6670

Acceptance leaves the factory

Jiangsu Province

 

Ethyl acetate

6800-6850

 

South China

 

Ethyl acetate

6950-7000

 

Future forecast: short-term price is expected to be strong, order delivery in Northeast China, limited delivery by large factories, maintenance of Fukang equipment, support price is slightly strong. Henan area short-term order delivery, the number of vehicles in front of the door is reduced, but if the chemical industry begins to order prices are strong, if uncertain or weak may exist. East China chemical rigid demand procurement, some equipment recovery, the overall increase is limited, but the overall spot is not much, order delivery, short-term price stability or pull up. In terms of fuel, the current order delivery support, prices remain strong.

Raw materials: corn ethanol: high price finishing, some slight decline, the current ddgs price rise parallel products to maintain high volatility, increased demand for pigs, and ethanol plant maintenance supply reduced good news support. 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 food feeding production, Wanli device normal, Hongzhan 4 factories normal, Heilongjiang Shenglong shutdown; Fukang device shutdown, Tianyu production, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong normal, Liniu shutdown. East China Flower Hall half-load production, Guannan shutdown, Jin Changlin production, Guohua production, Changxing shutdown, Longhe is about to put in material, Romat is about to put in material, sul is about to stop, Fulaichun continues to shut down, Maibo Huihui stops, and MINUSTAH production. The installation in Mengzhou, Henan Province is normal. Jufeng shuts down. Chifeng Ruiyang production, Zalantun production. Jilin fuel rotation inspection, Guotou Tieling production. Tianguan Nanyang feeding production.

Demand: downstream chemical rigid demand procurement. Liquor order purchase.

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

Shut down on April 27th-start on June 5 and stop feeding on July 19th

 

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 the machines were shut down on May 16, June 5, July 19.

 

Jin Changlin in Lianyungang

5

5

Production was stopped on May 18th and August 7th.

 

Hongzhang, ha.

60

30

The first phase will be suspended from May 27 to July 20.

 

Fukang

50

50

Stop feeding on August 10th

 

Tianyu

15

15

Stop feeding on July 21 and feed on August 13

 

Cofco Zhaodong

30

10

Stop feeding on June 5-June 20, July 15 stop fuel production on July 31, feed on August 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

Shutdown on July 15th and feeding on July 31st

 

Lianyungang Longhe River

10

10

The device stopped feeding on July 3, August 18.

 

Jiangsu sul alcohol

12

12

The device was shut down on July 3

 

Liaoyuan giant peak

50

50

Production stopped on July 4th and August 1st.

 

Zalantun

10

10

The product will be released around July 6th.

 

Shandong Yingxuan

20

20

Shut down at the end of June and put in material on July 25.

 

Jilin fuel

70

70

Two-line rotation inspection on July 31

 

Guotou Tieling

30

30

The machine was shut down on July 31 for maintenance and put in the material on August 10.

 

Henan Nanyang Tianguan

30

30

August 15 put into production

 

Romet.

5

5

August 18 put into production

 

Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.