Ethanol: China's ethanol market dynamics on May 30
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May 30, 2023, 4:45 PM On May 30th, the price index of general-grade ethanol was 6030.75, up from-13.75 in the previous working day.
The price of ethanol in China is weak and the turnover is weak. Hot spots on May 30: first, Henan premium price has been reduced by 50 yuan per ton. Second, prices in East China are stable. Third, the food price of Heilongjiang in Northeast China will be reduced by 50 yuan per ton. Fourth, the bidding price of ethyl acetate has been lowered. Fifth, the price of coal ethanol is stable. Sixth, the regional transaction price in China is weaker than that of last week. 7. Sea freight rates continue to be reduced.
Specifically, the price of general and superior grade of large factories in Heilongjiang region of Northeast China has been reduced by 50 yuan / ton, and the order is delivered. Prices in Jilin stabilized after price adjustment yesterday. The superior price in Henan area has been reduced by 50 yuan per ton, and the downstream consumption is limited. The quotation in East China is stable, some orders are delivered, the transaction is general, and the enterprise inventory increases. Northeast enterprise Jilin market general grade quotation 6150-6200 yuan / ton. Heilongjiang market general grade 6000-6100 yuan / ton, terminal delivery price is low, anhydrous market 6850-7000 yuan / ton. The northeast closing position is 6400 yuan / ton negotiable. The superior enterprises in Central China are quoted at 6500 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 7200-7300 yuan / ton, and the general price in southern Jiangsu is 6450-6650 yuan / ton. Cassava ethanol 6700-6800 yuan / ton in Guangxi, South China.
unit: yuan / ton
|
Area |
Specifications |
Market |
2023/5/30 |
2023/5/29 |
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 |
6150-6250 |
6150-6250 |
0/0 |
|
|
No water |
Jilin |
7000-7100 |
7000-7100 |
0/0 |
|
|
|
General level |
Jinzhou |
6400-6400 |
6400-6400 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6000-6150 |
6000-6200 |
0/-50 |
|
|
|
East China |
General level |
Anhui Province |
6350-6400 |
6350-6400 |
0/0 |
|
|
No water |
Anhui Province |
7250-7300 |
7250-7300 |
0/0 |
|
|
|
No water |
Shandong |
|
|
0/0 |
|
|
|
General level |
Shandong |
6400-6500 |
6400-6500 |
0/0 |
|
|
|
Superior grade |
Shandong |
6700-6900 |
6700-6900 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7250-7400 |
7250-7400 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6400-6500 |
6400-6500 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7200-7300 |
7200-7300 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
6450-6650 |
6450-6650 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6500-6500 |
6550-6550 |
-50/-50 |
|
|
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 |
2023/5/30 |
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 |
2790-2830 |
|
|
Central China |
Henan |
DDGS |
2700-2750 |
|
|
Thailand |
|
Dried cassava |
262-265 |
|
|
Shandong |
|
Ethyl acetate |
6300-6320 |
|
|
Jiangsu Province |
|
Ethyl acetate |
6450-6580 |
|
|
South China |
|
Ethyl acetate |
6500-6550 |
|
Future forecast: short-term price zone is expected to be sorted out or slightly weak. After the price continues to weaken, downstream procurement is more cautious, small rigid demand procurement.
Raw material: corn ethanol: the price of corn is stable and the price of new wheat in central China has rebounded. Dry cassava: the price of ethanol in China is weak, the buying atmosphere is not strong, and the price is sorted out.
Supply: northeast start: Dongning shutdown, Baoquanling production, Fuyu Huihai normal, Cofco Zhaodong plant production, Hongzhanlaha stop other normal, Fukang first line shutdown, Tianyu normal, Shuntong downtime, Dongfeng Huafeng downtime, new Tianlong production, Liniu shutdown, Shenglong downtime. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua downtime, Changxing downtime, Longhe production, sul production, Fulaichun continued downtime, Maibo small quantity, MINUSTAH 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: rising within the logistics price 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 |
|
|
Hongzhang, ha. |
60 |
30 |
The first phase will be suspended on May 27. |
|