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

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February 21, 2024, 4:53 PM

& nbsp; the price index of general-grade ethanol was 5802 on February 21, which was stable compared with the previous working day.

 

& nbsp; part of the price of ethanol market in China is weak. February 21 hot spot: first, Henan excellent price is stable, waterless quotation is reduced. Second, prices in East China are stable. Third, Jilin Dachang in Northeast China is stable and Heilongjiang Dachang is stable. Fourth, the bidding price of ethyl acetate goes down. Fifth, the price of coal-based ethanol has been lowered. Sixth, the price of fuel is stable.

Specifically, the quotations of enterprises in Northeast China are stable. The superior price in Henan area is stable, the shipping situation is general, and the snowfall weather affects the shipment. The price in East China is stable and the transaction is mediocre. The price of coal-based ethanol weakens slightly, and the shipping mentality is positive. The price of fuel ethanol enterprises has been lowered. Northeast enterprise Jilin market price 5800-5950 yuan / ton, Jilin no water 6400-6650 yuan / ton. The general grade of Heilongjiang market is 5600-5800 yuan / ton, and the Heilongjiang anhydrous market is 6400-6600 yuan / ton. The northeast closing position is about 6150-6400 yuan / ton. The superior enterprises in Central China are quoted at 6150 yuan / ton, and the water-free price is 6900-7000 yuan / ton. The price of ethanol in East China is 6350 yuan / ton. The price of anhydrous ethanol is 7000-7050 yuan / ton, and the general price in southern Jiangsu is 6550 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6500 yuan / ton.

& nbsp;                                     unit: yuan / ton

Area

Specifications

Market

2024/2/21

2024/2/20

Rise and fall

South China

Cassava is anhydrous

Guangxi

7300-7550

7300-7550

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

6750-6800

6750-6800

0/0

Northeast China

General level

Jilin

5850-6000

5850-6000

0/0

No water

Jilin

6400-6650

6400-6650

0/0

General level

Jinzhou

6150-6400

6150-6400

0/0

General level

Heilongjiang Province

5600-5800

5600-5800

0/0

East China

General level

Anhui Province

6350-6420

6350-6420

0/0

No water

Anhui Province

7050-7100

7050-7100

0/0

General level

Shandong

6270-6350

6270-6350

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

6350-6350

6350-6350

0/0

No water

Northern Jiangsu

7000-7050

7000-7050

0/0

General level

Southern Jiangsu

6450-6500

6450-6500

0/0

Central China

Superior grade

Henan

6150-6150

6150-6150

0/0

No water

Henan

6900-7050

6900-7050

0/0

Raw material / by-product and downstream & nbsp

Unit: yuan / ton, US dollar / ton

Area

Market

Raw materials / by-products

2024/2/21

Remarks

Northeast China

Jilin

Corn

2150-2200

 

Northeast China

Jilin

DDGS

1900-2000

 

Northeast China

Heilongjiang Province

Corn

2045-2100

Less transactions at a low price

Northeast China

Heilongjiang Province

DDGS

1760-2000

High fat

Central China

Henan

Corn

2430-2440

 

Central China

Henan

DDGS

1800-1950

 

Thailand

 

Dried cassava

252-255

 

Shandong

 

Ethyl acetate

6150-6150

Acceptance leaves the factory

Jiangsu Province

 

Ethyl acetate

6170-6270

 

South China

 

Ethyl acetate

6350-6450

Dongguan

Future forecast: the trend of ethanol price in China is expected to be stable and weak in the short term. Prices in the northeast remain stable. General price arrangement of shipments in Henan area the snowfall weather affects the shipping situation. East China does not start much, the demand is general, and the price is sorted out.

Raw material: corn ethanol: corn prices in China are stable. Ddgs price weak finishing. Dry cassava: increased purchase of cassava starch leads to higher prices

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 shutdown; Fukang production, Tianyu production, Shuntong short-term downtime, Dongfeng Huafeng production, new Tianlong normal, Liuniu production. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua downtime, Kant downtime, Changxing production, Longhe downtime, Romat production, sul production, Fulaichun shutdown, Maibo Huihui 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

Normal

 

Jilin Fukang

50

4

Normal

 

Heilongjiang Hexing grain and oil

3

3

Stop the machine

 

Inner Mongolia Shuntong

12

12

Shut down on January 23rd

 

Heilongjiang Zhongke Green

10

10

Normal

 

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 the machine

 

Shuyang Guohua

5

5

Stop the machine

 

Anhui COFCO

75

30

Universal downtime in January

 

Anhui Wuhechun

8

8

Stop the machine

 

Jilin Xintianlong

30

30

Normal

 

Heilongjiang Sheng long

15

15

Production after the Spring Festival

 

Inner Mongolia Liniu

10

10

Normal

 

Hanyong, Mengzhou, Henan Province

30

30

Normal

 

Houyuan, Mengzhou, Henan Province

50

50

Normal

 

Jilin Dongfeng Hua Grain

10

10

Normal

 

National Investment Helen

30

30

Normal

Fuel fuel

Guotou Jidong

30

30

Normal

Fuel fuel

Zhenjiang Changxing

10

10

Shut down on January 31st

 

Jin Changlin in Lianyungang

5

5

Stop the machine

 

Hongzhang, ha.

60

30

Normal

 

Fukang

50

50

Normal

 

Tianyu

15

15

Normal

 

Cofco Zhaodong

30

10

The food shutdown is expected to start in March.

 

Chifeng Ruiyang

8

8

Normal

 

Hongzhan Tahiko

30

30

Normal

 

Wanli Runda

60

60

Normal

 

Lianyungang Longhe River

10

10

Stop the machine

 

Jiangsu sul alcohol

12

12

Stop the machine

 

Liaoyuan giant peak

50

50

Stop the machine

 

Zalantun

10

10

Normal

 

Shandong Yingxuan

20

20

Normal

 

Jilin fuel

70

70

Normal

 

Guotou Tieling

30

30

Normal

 

Henan Nanyang Tianguan

30

30

Normal

 

Romet.

5

5

Stop the machine

 

Fuyu Huihai

5

5

Stop the machine

 

China Colleen

10

10

Normal

 

Guotou Jidong

30

30

Normal

 

Hongzhan Huannan

30

30

Normal

 

Jiangsu Flower Hall

25

25

The small line of the plant was restored on January 8, and all the east plants were restored in the middle of January.

 

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