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[Ethanol Daily Review]: China's ethanol market trends on December 18

93,138
December 18, 2023, 4:35 PM

The price index of general-grade ethanol was 6208.00 on December 18th, which was stable compared with the previous working day.

 

& nbsp; China's ethanol market is stable. Hot spots on December 18: first, Henan excellent prices are stable. Second, the price in eastern China and northern Jiangsu is stable, and the price quoted by enterprises in southern Jiangsu has increased by 50 yuan per ton. Third, the price in Northeast China is stable. Fourth, the bidding price of ethyl acetate is weak. Fifth, high freight rates. The price of coal-based ethanol is stable. Seventh, the purchasing price of the main chemical plant is weak.

Specifically, the northeast price remains stable, order delivery, terminal delivery price is not high. The trend of premium price in Henan area is stable, and the device stops at the weekend. On Monday, individual devices resume, and one device shuts down. The quotations of enterprises in East China are stable, the turnover of the main chemical plants is weak, the snowfall in Jiangsu affects the rise of quotations in southern Jiangsu, and the turnover of Zhejiang chemical industry is slightly higher than that of the last trading day. The ex-factory price of fuel ethanol enterprises is stable, and the car pressure in front of some refineries in Shandong is serious. The shipment of coal-based ethanol is weak and the price is stable. Northeast enterprise Jilin market price 6300-6400 yuan / ton, Jilin no water 6900-7150 yuan / ton. There is a low price in the general grade of 6050-6300 yuan / ton small factories in Heilongjiang market and 6800-7000 yuan / ton in Heilongjiang anhydrous market. The northeast closing position is about 6600-6700 yuan / ton. The superior enterprises in Central China are quoted at 6650 yuan / ton and the water-free price is 7400 yuan / ton. The price of ethanol in East China is 6800 yuan / ton. The price of anhydrous ethanol is 7550-7600 yuan / ton, and the general price in southern Jiangsu is 7000-7050 yuan / ton. Cassava ethanol & nbsp;6800-6900 yuan / ton in Guangxi, South China.

& nbsp;                                     unit: yuan / ton

Area

Specifications

Market

2023/12/18

2023/12/15

Rise and fall

 

South China

Cassava is anhydrous

Guangxi

7500-7700

7500-7700

0/0

 

Molasses 95%

Guangxi

-

-

-

 

Cassava 95%

Guangxi

6800-6900

6800-6900

0/0

 

North China

Superior grade

Hebei

-

-

-

 

No water

Hebei

7200-7250

7200-7250

0/0

 

Northeast China

General level

Jilin

6300-6400

6300-6400

0/0

 

No water

Jilin

6900-7150

6900-7150

0/0

 

General level

Jinzhou

6600-6700

6600-6700

0/0

 

General level

Heilongjiang Province

6050-6300

6050-6300

0/0

 

East China

General level

Anhui Province

6700-6800

6700-6800

0/0

 

No water

Anhui Province

7550-7600

7550-7600

0/0

 

No water

Shandong

7500-7550

7500-7550

0/0

 

General level

Shandong

6750-6800

6750-6800

0/0

 

Superior grade

Shandong

6850-7050

6850-7050

0/0

 

Send it to other places without water.

Shandong

7500-7550

7500-7550

0/0

 

General level

Northern Jiangsu

6800-6800

6800-6800

0/0

 

No water

Northern Jiangsu

7550-7600

7550-7600

0/0

 

General level

Southern Jiangsu

7000-7050

7000-7050

0/0

 

Central China

Superior grade

Henan

6650-6650

6650-6650

0/0

 

No water

Henan

7400-7400

7400-7400

0/0

 

Raw material / by-product and downstream & nbsp

Unit: yuan / ton, US dollar / ton

Area

Market

Raw materials / by-products

2023/12/18

Remarks

Northeast China

Jilin

Corn

2370-2400

 

Northeast China

Jilin

DDGS

2250-2350

 

Northeast China

Heilongjiang Province

Corn

2160-2290

Less transactions at a low price

Northeast China

Heilongjiang Province

DDGS

2100-2300

High fat

Central China

Henan

Corn

2540-2620

 

Central China

Henan

DDGS

2450-2600

 

Thailand

 

Dried cassava

268-268

 

Shandong

 

Ethyl acetate

6250-6260

Acceptance leaves the factory

Jiangsu Province

 

Ethyl acetate

6350-6400

 

South China

 

Ethyl acetate

6600-6700

Dongguan

Future forecast: ethanol prices in China are expected to be stable or slightly weaker in the short term. Northeast freight rate high shock, sent to the higher price, part of the shipping mentality positive price weak finishing may be. Some of the devices in Henan were shut down at the weekend, individual devices were restored, the recovery time of individual devices was to be determined, and the price was stable. East China prices due to sufficient supply price consolidation, snow in some areas affected transport, prices fluctuated slightly.

Raw material: corn ethanol: northeast China is weak, and snowfall in Shandong affects the volume of goods. Ddgs price is stable. In the aspect of dried cassava: enterprises are waiting for the new dried cassava to appear on the market.

Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei production, Cofco Zhaodong unstable, Wanli installation normal, Hongzhan 4 factories normal, Heilongjiang Shenglong production, Zhongkegreen production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong production, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, Maybohui shutdown, and MINUSTAH production. Henan Mengzhou Hanyong recovery, Huaxing normal, Houyuan downtime. Jufeng shuts down. Chifeng Ruiyang production, Zhalantun production, Inner Mongolia Jietainuo plant production. Jilin fuel is normal, Guotou Tieling production. Tianguan Nanyang production. Guotou Jidong production. State Investment Helen production.

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

Logistics: high price arrangement of logistics.

 

Equipment maintenance table of Chinese ethanol enterprises

Enterprise name

Production capacity (10,000 tons / year)

Maintenance involves production capacity

Maintenance start time

Remarks

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

Production on October 8th

 

Heilongjiang Zhongke Green

10

10

Production on August 30th

 

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 downtime in mid-August around July 10

 

Anhui COFCO

75

30

It is expected to shut down in September 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 27-start on June 5, put in material from July 19 to September 16

 

Inner Mongolia Liniu

10

10

October production

 

Hanyong, Mengzhou, Henan Province

30

30

Normal production

 

Houyuan, Mengzhou, Henan Province

50

50

Open on May 21 and shut down on October 26th

 

Jilin Dongfeng Hua Grain

10

10

Fire from 17 April to 9 October

 

National Investment Helen

30

30

April 12-May 24, September 20-September 26

Fuel fuel

Guotou Jidong

30

30

April 3rd

Fuel fuel

Zhenjiang Changxing

10

10

All machines were shut down on May 16, June 5, July 19, August 28, November 6, November 25 or so.

 

Jin Changlin in Lianyungang

5

5

Shutdown on May 18, production on August 7, shutdown around August 15.

 

Hongzhang, ha.

60

30

From 27 May to 20 July, Phase II from September 25 to October 9

 

Fukang

50

50

Feed from August 10 to August 31

 

Tianyu

15

15

Stop feeding on July 21 and feed on August 13

 

Cofco Zhaodong

30

10

June 5 stop feeding-June 20 July 15 shutdown July 31 fuel production, food feeding on August 15, December 1 unstable

 

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

July 3 device stop feeding August 21 feeding November 3 shutdown

 

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

The two lines will be inspected from 31 July to 20 August.

 

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 feeding production 12 early shutdown to resume

 

Romet.

5

5

August 18 put into production

 

Fuyu Huihai

5

5

Downtime in mid-August-October 3

 

China Colleen

10

10

Feeding starts on August 22nd

 

Guotou Jidong

30

30

Feed in early September

 

Hongzhan Huannan

30

30

October 08-October 22

 

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