Ethanol: China's ethanol market trends on May 23
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May 23, 2023, 4:28 PM On May 23rd, the price index of general-grade ethanol was 6072.55, up from-54.95 in the previous working day.
China's ethanol market is weak and the bearish mentality is high. May 23 hot spot: first, Henan excellent high-end price reduced by 40 yuan / ton. Second, the anhydrous price of East China enterprises will be reduced by 50 yuan per ton, and others will be stable. Third, the price in Northeast China is stable today after the price was reduced by 50 yuan / ton yesterday. Fourth, the bidding price of ethyl acetate is stable.
Specifically, prices in Northeast China are stable today, waiting for downstream feedback. The price of superior and high-end in Henan area has been reduced by 40 yuan per ton. East China factory waterless prices reduced by 50 yuan / ton, others remain stable, high-price sales, demand in general. Jilin market price of 6200-6450 yuan / ton. Heilongjiang market general grade 6000-6200 yuan / ton, terminal delivery price is low, anhydrous market 6900-7000 yuan / ton. The superior enterprises in Central China offer 6550-6600 yuan / ton, and the water-free price is 7300-7400 yuan / ton. The price of ethanol in East China is 6400-6500 yuan / ton. The price of anhydrous ethanol is 7300-7400 yuan / ton, and the general price in southern Jiangsu is 6600-6750 yuan / ton. Cassava ethanol 6700-6800 yuan / ton in Guangxi, South China.
unit: yuan / ton
|
Area |
Specifications |
Market |
2023/5/23 |
2023/5/22 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7450-7500 |
7450-7500 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
6700-6800 |
6700-6800 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7300-7400 |
7300-7400 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6200-6450 |
6200-6450 |
0/0 |
|
|
No water |
Jilin |
7050-7200 |
7050-7200 |
0/0 |
|
|
|
General level |
Jinzhou |
6400-6500 |
6400-6500 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6050-6200 |
6050-6200 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6450-6550 |
6450-6550 |
0/0 |
|
|
No water |
Anhui Province |
7400-7450 |
7400-7450 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6500-6550 |
6500-6550 |
0/0 |
|
|
|
Superior grade |
Shandong |
6700-6900 |
6700-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7500-7500 |
7500-7500 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6400-6500 |
6400-6500 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7250-7350 |
7300-7400 |
-50/-50 |
|
|
|
General level |
Southern Jiangsu |
6600-6750 |
6600-6750 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6550-6560 |
6550-6600 |
0/-40 |
|
|
No water |
Henan |
7300-7400 |
7300-7400 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/5/23 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2540-2630 |
|
|
Northeast China |
Jilin |
DDGS |
2650-2720 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2400-2510 |
|
|
Northeast China |
Heilongjiang Province |
DDGS |
2550-2650 |
|
|
Central China |
Henan |
Corn |
2790-2850 |
|
|
Central China |
Henan |
DDGS |
2800-2840 |
|
|
Thailand |
|
Dried cassava |
260-265 |
|
|
Shandong |
|
Ethyl acetate |
6300-6330 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6450-6470 |
|
|
South China |
|
Ethyl acetate |
6500-6550 |
|
Future forecast: expected short-term price range consolidation. The overall market demand is weak, the market negative mentality is high, the cassava ethanol production in East China has been losing money continuously, the production power is insufficient, the raw material is sufficient and firm production. Fuel start in the northeast is likely to increase this week, coal ethanol shipping mentality is positive, negative fuel price trend, food early order delivery, the price of a small arrangement.
Raw materials: corn ethanol: corn prices are stable, the time for new wheat to market in central China is approaching, and wheat prices have rebounded. Dry cassava: the price of ethanol in China is weak, the buying atmosphere is not strong, and the price is weak.
Supply: northeast start: Dongning downtime, Baoquanling production, Fuyu Huihai normal, Cofco Zhaodong plant production, Hongzhan normal, Fukang first line shutdown, Tianyu normal, Shuntong downtime, Dongfeng Huafeng downtime, Xintianlong production, Liuniu shutdown, Shenglong downtime. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua shutdown, Changxing downtime, Longhe production, sul production, Fulaichun continued downtime, Maibo Huihui shutdown, HIH production. The production of enterprises in Mengzhou, Henan Province is normal. The yield of Yu Shenneng is normal.
Demand: downstream chemical rigid demand procurement. Buy a small amount of liquor.
Logistics: logistics prices are arranged in a narrow range.
Equipment maintenance table of Chinese ethanol enterprises
|
Enterprise name |
Production capacity (10,000 tons / year) |
Maintenance involves production capacity |
Maintenance start time |
Remarks |
|
Heilongjiang 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 |
Stop the machine |
|
|
Heilongjiang Zhongke Green |
10 |
10 |
Stop the machine |
|
|
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 |
Stop the machine |
|
|
Anhui COFCO |
75 |
30 |
Production |
The material has been put in on April 20th. |
|
Anhui Wuhechun |
8 |
8 |
Stop the machine |
|
|
Jilin Xintianlong |
30 |
30 |
Shut down on May 5th and start on May 17th |
|
|
Heilongjiang Sheng long |
15 |
15 |
Shut down on April 27th |
|
|
Inner Mongolia Liniu |
10 |
10 |
Stop the machine |
|
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
One-line production |
|
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Open on May 21 |
|
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Stop feeding on April 17th |
|
|
National Investment Helen |
30 |
30 |
April 12th |
Fuel fuel |
|
Guotou Jidong |
30 |
30 |
April 3rd |
Fuel fuel |
|
Liaoyuan giant peak |
50 |
50 |
There is expected to be a boot plan in May. |
|
|
Zhenjiang Changxing |
10 |
10 |
All machines were shut down on May 16th. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18th |
|