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[Ethanol Daily Review]: China's ethanol market trends on February 4

88,260
February 4, 2024, 4:25 PM

The price index of general-grade ethanol was 5872.25 on February 4th, which was stable compared with the previous working day.

 

& nbsp; the price of ethanol in China is stable and small. February 4 hot spot: first, the price of Henan superior individual factory is slightly 20 yuan / ton. Second, prices in East China are stable. Third, the price in the northeast region is stable and the order is delivered. Fourth, the bidding price of ethyl acetate is stable. Fifth, the price of coal ethanol is stable. Sixth, the trading volume in the downstream of the chemical industry rose slightly. Seventh, the purchase price of the earth chain is collated. The price of dried cassava has gone up.

Specifically, the order delivery of enterprises in Northeast China, the price remains stable, the order is finally delivered. Individual enterprises in Henan area have been reduced by 20 yuan per ton. The equipment of some enterprises in East China has been shut down. The price of fuel enterprise is stable and the order is delivered. The price of coal ethanol is stable. Northeast enterprise Jilin market price 5850-6000 yuan / ton, Jilin no water 6400-6700 yuan / ton. The general grade of Heilongjiang market is 5700-5900 yuan / ton, and the Heilongjiang anhydrous market is 6400-6600 yuan / ton. The northeast closing position is about 6200-6400 yuan / ton. The superior enterprises in Central China offer 6280-6300 yuan / ton, and the price of no water is 7050 yuan / ton. The price of ethanol in East China is 6400 yuan / ton. The price of anhydrous ethanol is 7100-7150 yuan / ton, and the general price in southern Jiangsu is 6550 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6600 yuan / ton.

& nbsp;                                     unit: yuan / ton

Area

Specifications

Market

2024/2/4

2024/2/2

Rise and fall

South China

Cassava is anhydrous

Guangxi

7300-7500

7300-7500

0/0

Molasses 95%

Guangxi

6500-6600

6500-6600

0/0

Cassava 95%

Guangxi

6550-6600

6550-6600

0/0

North China

No water

Hebei

6800-6900

6800-6900

0/0

Northeast China

General level

Jilin

5850-6000

5850-6000

0/0

No water

Jilin

6400-6700

6400-6700

0/0

General level

Jinzhou

6200-6400

6200-6400

0/0

General level

Heilongjiang Province

5700-5900

5700-5900

0/0

East China

General level

Anhui Province

6400-6500

6400-6500

0/0

No water

Anhui Province

7100-7200

7100-7200

0/0

General level

Shandong

6220-6400

6220-6400

0/0

Superior grade

Shandong

6600-6800

6600-6800

0/0

Send it to other places without water.

Shandong

6950-7000

6950-7000

0/0

General level

Northern Jiangsu

6400-6400

6400-6400

0/0

No water

Northern Jiangsu

7100-7150

7100-7150

0/0

General level

Southern Jiangsu

6500-6600

6500-6600

0/0

Central China

Superior grade

Henan

6280-6300

6300-6300

-20/0

No water

Henan

7050-7050

7050-7050

0/0

Raw material / by-product and downstream & nbsp

Unit: yuan / ton, US dollar / ton

Area

Market

Raw materials / by-products

2024/2/4

Remarks

Northeast China

Jilin

Corn

2150-2180

 

Northeast China

Jilin

DDGS

1980-2000

 

Northeast China

Heilongjiang Province

Corn

2045-2100

Less transactions at a low price

Northeast China

Heilongjiang Province

DDGS

1750-1850

High fat

Central China

Henan

Corn

2430-2440

 

Central China

Henan

DDGS

1800-1950

 

Thailand

 

Dried cassava

241-250

 

Shandong

 

Ethyl acetate

6300-6310

Acceptance leaves the factory

Jiangsu Province

 

Ethyl acetate

6400-6500

 

South China

 

Ethyl acetate

6500-6600

Dongguan

Future forecast: ethanol prices in China are expected to be stable in the short term. The downstream stock is coming to an end, and the port shipping order is delivered. Supply and demand in East China are weak. The short-term supply of ethanol in Henan is stable, and the order is delivered. In the later stage, it continues to pay attention to the dynamics of enterprise equipment, which affects the price trend in the later stage.

Raw material: corn ethanol: corn prices in China are stable. 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 shutdown, 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 short-term shutdown, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. East China Huating small line production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, suol production, Fulaichun continued downtime, 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 prices rose slightly due to pre-holiday stock.

 

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

Production was shut down on October 8 and January 23.

 

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 plant was shut down in late December and resumed on January 8. The small line of the plant was restored in mid-January.

 

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