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[Ethanol Daily Review]: China's ethanol market trends on April 15

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April 15, 2024, 4:52 PM

On April 15th, the price index of general-grade ethanol was 5555.00, compared with the previous working day.

 

& nbsp; the regional trend of China's ethanol market is obvious. Hot spots on April 15: first, the quotations of excellent individual enterprises in Henan area rose by 50 yuan / ton over the weekend. Second, prices in East China are stable. Third, Jilin Dachang in Northeast China has lowered its quotation by 50 yuan per ton, while Heilongjiang Dachang is stable. Fourth, the bidding price of ethyl acetate is stable. Fifth, the price of coal ethanol is stable. Sixth, regional freight rates will be reduced.

Specifically, the price of Jilin Dachang in Northeast China has been reduced by 50 yuan per ton, the price of Heilongjiang Dachang is stable, orders are delivered, and individual enterprises in Inner Mongolia start up. Individual premium prices in Henan have risen by 50 yuan / ton, but other enterprises did not follow them before they were published, and it is OK for them to wait for vehicles in front of their doors. There is not much work in East China, chemical orders are delivered, and individual enterprises offer an increase of 50 yuan / ton. The price of fuel ethanol enterprises in Northeast China is stable. The price of the large coal ethanol factory is stable, the large order transaction can be negotiated, and the enterprise has an maintenance plan. Northeast enterprise Jilin market price 5650-5850 yuan / ton, Jilin anhydrous 6150-6550 yuan / ton, high-end battery-grade anhydrous. The general grade of Heilongjiang market is 5500-5700 yuan / ton, and the Heilongjiang anhydrous market is 6150-6300 yuan / ton. The northeast closing position is about 5900-6000 yuan / ton. The superior enterprises in Central China offer 5750-5800 yuan / ton, and the price of no water is 6600 yuan / ton. The price of ethanol in East China is 5950 yuan / ton. The price of anhydrous ethanol is 6700-6750 yuan / ton, and the general price in southern Jiangsu is 6030-6350 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6200 yuan / ton. The equipment of some enterprises in Guangxi was shut down. Some regional refineries in Shandong send the price including tax to 6000-6050 yuan / ton. Coal ethanol in western China is 5750 yuan / ton. Henan coal ethanol 6150 yuan / ton, Anhui coal ethanol 5860 yuan / ton. Hunan 6080-6200 yuan / ton, the above coal ethanol or by-product ethanol prices are quoted.

& nbsp;                                     unit: yuan / ton

Area

Specifications

Market

2024/4/15

2024/4/12

Rise and fall

South China

Cassava is anhydrous

Guangxi

6900-7200

6900-7200

0/0

Molasses 95%

Guangxi

-

-

0/0

Cassava 95%

Guangxi

6200-6400

6200-6400

0/0

North China

No water

Hebei

6450-6500

6450-6500

0/0

Northeast China

General level

Jilin

5650-5800

5700-5850

-50/0

No water

Jilin

6150-6450

6250-6450

-100/0

General level

Jinzhou

5900-6000

5900-6000

0/0

General level

Heilongjiang Province

5500-5700

5500-5700

0/0

East China

General level

Anhui Province

5900-6000

5900-6000

0/0

No water

Anhui Province

6700-6750

6700-6750

0/0

General level

Shandong

5750-5900

5820-5900

-70/0

Superior grade

Shandong

6400-6600

6400-6600

0/0

Send it to other places without water.

Shandong

6600-6700

6600-6700

0/0

General level

Northern Jiangsu

5950-5950

5950-5950

0/0

No water

Northern Jiangsu

6700-6750

6700-6750

0/0

General level

Southern Jiangsu

6030-6350

6030-6300

0/+50

Central China

Superior grade

Henan

5750-5800

5750-5750

0/+50

No water

Henan

6600-6600

6600-6600

0/0

Raw material / by-product and downstream & nbsp

Unit: yuan / ton, US dollar / ton

Area

Market

Raw materials / by-products

2024/4/15

Remarks

Northeast China

Jilin

Corn

2240-2260

 

Northeast China

Jilin

DDGS

2130-2300

 

Northeast China

Heilongjiang Province

Corn

2160-2240

Less transactions at a low price

Northeast China

Heilongjiang Province

DDGS

2000-2260

High fat

Central China

Henan

Corn

2220-2280

 

Central China

Henan

DDGS

2100-2300

 

Thailand

 

Dried cassava

235-238

 

Shandong

 

Ethyl acetate

5900-5910

Acceptance leaves the factory

Jiangsu Province

 

Ethyl acetate

5950-6090

 

South China

 

Ethyl acetate

6100-6150

Dongguan

Future forecast: China's ethanol is expected to be stable or fluctuate slightly in the short term. The northeast big factory has an overhaul plan. Raw material corn prices are high and fluctuating, and enterprises are not willing to reduce prices. Downstream procurement is general, enterprises have inventory. The game of market supply and demand. Vehicles at the gate of factories in Henan are OK, and ethanol prices in Henan are expected to fluctuate in a narrow range in the short term. Coal-based ethanol has maintenance plans at the end of April or early May, or has some support for prices.

Raw material: corn ethanol: corn prices in Northeast China fluctuate within a narrow range. The price of ddgs fluctuates slightly. In the aspect of dried cassava: the price of dried cassava fluctuates in a narrow range.

Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei shutdown, Cofco Zhaodong production, Wanli installation is normal, Hongzhan 4 factories are normal, Heilongjiang Shenglong production, Zhongkegring production, Fuyu Huihai shutdown; Fukang production, Tianyu production, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong normal, Liuniu production. Huadong Huatian production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, canal wind production, Maybo Huihui shutdown, and 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 resumes. Tianguan Nanyang shutdown. 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

Normal

 

Jiangsu Maibo remittance

8

8

Stop the machine

 

Shuyang Guohua

5

5

Stop the machine

 

Anhui COFCO

75

30

Universal downtime in January resumed in early March

 

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

The device was shut down on April 6th

 

National Investment Helen

30

30

Normal

Fuel fuel

Guotou Jidong

30

30

Normal

Fuel fuel

Zhenjiang Changxing

10

10

The machine was shut down on January 31 and put in material on March 4th.

 

Jin Changlin in Lianyungang

5

5

Stop the machine

 

Hongzhang, ha.

60

30

Normal

 

Fukang

50

50

Normal

 

Tianyu

15

15

The anhydrous device was shut down on March 1st and other normal conditions.

 

Cofco Zhaodong

30

10

The food shutdown is expected to be fed on March 1.

 

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

The short stop for 3 months is 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.