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[Ethanol Daily Review]: China's ethanol market trends on January 12

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January 12, 2024, 4:28 PM

The price index of general-grade ethanol was 5950.25 on January 12th, which was stable compared with the previous working day.

 

& nbsp; the price arrangement of ethanol market in China. Hot spots on January 12: first, the superior price of Henan has been reduced by 50 yuan per ton. Second, the price in East China will be reduced by 50 yuan per ton. Third, the quotations of individual factories in Northeast Jilin continue to be lowered, while others remain stable. Fourth, the auction of ethyl acetate is stable. Fifth, freight rates remain stable. VI. Production of individual downstream chemical plants will be reduced.

Specifically, the quotations of individual factories in Northeast Jilin continue to be lowered, while others remain stable and orders are delivered. The price of superior-grade ethanol in Henan continues to decline. The quotation of enterprises in East China has been reduced by 50 yuan / ton. Fuel enterprise quotation is stable, the main rigid demand procurement, georefining procurement price remains stable. Northeast enterprise Jilin market price 6000-6100 yuan / ton, Jilin no water 6700-6950 yuan / ton. The general grade of Heilongjiang market is 5800-6100 yuan / ton, and the Heilongjiang anhydrous market is 6500-6750 yuan / ton. The northeast closing position is about 6400-6500 yuan / ton. The superior enterprises in Central China are quoted at 6300 yuan / ton, and the water-free price is 7200-7250 yuan / ton. The price of ethanol in East China is 6450 yuan / ton. The price of anhydrous ethanol is 7150-7250 yuan / ton, and the general price in southern Jiangsu is 6650-6800 yuan / ton. Cassava ethanol & nbsp;6700-6800 yuan / ton in Guangxi, South China.

& nbsp;                                     unit: yuan / ton

Area

Specifications

Market

2024/1/12

2024/1/11

Rise and fall

 

South China

Cassava is anhydrous

Guangxi

7300-7500

7300-7500

0/0

 

Molasses 95%

Guangxi

-

-

-

 

Cassava 95%

Guangxi

6700-6800

6700-6800

0/0

 

North China

Superior grade

Hebei

-

-

-

 

No water

Hebei

7000-7100

7000-7100

0/0

 

Northeast China

General level

Jilin

6000-6100

6050-6150

0/0

 

No water

Jilin

6700-6950

6700-6950

0/0

 

General level

Jinzhou

6300-6400

6300-6400

0/0

 

General level

Heilongjiang Province

5800-6100

5800-6100

0/0

 

East China

General level

Anhui Province

6600-6600

6600-6600

0/0

 

No water

Anhui Province

7150-7300

7150-7300

0/0

 

No water

Shandong

-

-

0/0

 

General level

Shandong

6350-6550

6350-6550

0/0

 

Superior grade

Shandong

6600-6900

6600-6900

0/0

 

Send it to other places without water.

Shandong

7150-7250

7150-7250

0/0

 

General level

Northern Jiangsu

6500-6500

6500-6500

0/0

 

No water

Northern Jiangsu

7150-7250

7200-7300

-50/-50

 

General level

Southern Jiangsu

6650-6800

6650-6800

0/0

 

Central China

Superior grade

Henan

6300-6300

6350-6350

-50/-50

 

No water

Henan

7200-7250

7200-7250

0/0

 

Raw material / by-product and downstream & nbsp

Unit: yuan / ton, US dollar / ton

Area

Market

Raw materials / by-products

2024/1/12

Remarks

Northeast China

Jilin

Corn

2240-2300

 

Northeast China

Jilin

DDGS

2000-2050

 

Northeast China

Heilongjiang Province

Corn

2165-2200

Less transactions at a low price

Northeast China

Heilongjiang Province

DDGS

1880-2000

High fat

Central China

Henan

Corn

2440-2510

 

Central China

Henan

DDGS

1800-1900

 

Thailand

 

Dried cassava

253-255

 

Shandong

 

Ethyl acetate

6310-6320

Acceptance leaves the factory

Jiangsu Province

 

Ethyl acetate

6350-6420

 

South China

 

Ethyl acetate

6500-6600

Dongguan

Future forecast: ethanol prices in China are expected to be stable or weak in the short term, but the space is limited. Order delivery in Northeast China, but the purchase volume is limited, enterprises in the early Spring Festival to maintain a light inventory state, shipping mentality is more positive. However, most of the production of enterprises are in a significant level of profit and loss or some factories with higher costs are losing money, and the downside space of enterprises is limited. Has the supply changed? At present, the edible output is stable, but it does not rule out the possibility that the large manufacturers of guaranteed fuel can adjust the output of fuel. Price arrangement and operation in Henan area. East China chemical industry rigid demand procurement, price arrangement and operation. The main business of fuel procurement is concentrated, and short-term prices are maintained. Procurement of fuel and chemicals may support late freight rates.

Raw material: corn ethanol: corn price arrangement in China. Ddgs price weak finishing. In the aspect of dried cassava: enterprises wait for it to be reduced to a reasonable price.

Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei production, Cofco Zhaodong excellent stop fuel production, Wanli installation is normal, Hongzhan 4 factories are normal, Heilongjiang Shenglong production, China Kegring production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong shutdown, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. Huadong Huatian shutdown, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, sul production, Fulaichun shutdown, Maybohui shutdown, MINUSTAH production. Hanyong, Mengzhou, Henan is normal, Huaxing is normal, Houyuan is normal. 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. Ethanol production, a by-product of Baling Petrochemical.

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

Hongzhan (Jixian)

60

60

Power on from April 15 to May 6

 

Jilin Fukang

50

4

March 28th

 

Heilongjiang Hexing grain and oil

3

3

Late March

 

Inner Mongolia Shuntong

12

12

October 8 production downtime on January 8

 

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

April 20 has been put into production in September and shut down for production in December.

 

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 plant was shut down from July 3 to December 21.

 

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

 

Jiangsu Flower Hall

25

25

The device was shut down in late December.

 

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