< img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2433975083660159&ev=PageView&noscript=1" />

Analysis of China's ethanol market supply in November and changes in supply in December

97,712
December 1, 2023, 4:07 PM

 

In November 2023, China's edible and industrial ethanol output will be approximately 531,650 tons. The edible ethanol output will increase. The edible output of the Northeast China factory will increase. Other factories will also increase their edible output. The coal-based ethanol output will increase slightly, and the equipment of the large factory will resume normal production in the later period. Fuel ethanol production fell. Fuel ethanol production in November was 311,100 tons, down 31,100 tons from the previous month. Among them, corn ethanol started at 91.2% in Northeast China and the output was 303,600 tons, an increase of 36,500 tons from the previous month. Cassava ethanol started at 32.17%, and the output was around 84.55 million tons, a decrease of 3.15 million tons from the previous month. Coal ethanol production in November was around 42,000 tons, an increase of 18,800 tons from the previous month.

As of the end of the month, Heilongjiang Hongzhan's edible output increased in November, while fuel output declined; Wanli Runda recovered after a short stop in the second half of the year, and its edible output increased, while fuel output declined; COFCO Zhaodong was normal for most of the time and unstable in the later period; Luobei equipment was operating normally, Friendship was shut down, and Shenglong was producing. Fuyu Huihai Production. Jilin Tianyu produces normally and Fukang produces normally; Dongfeng produces normally and Xintianlong operates normally. Production in Ruiyang, Chifeng, Inner Mongolia, is normal this month, production in Zhalantun is normal this month, Shuntong equipment is normal, and Jietainuo equipment in Inner Mongolia is normal. Zhongke Green produces normally. Lianhai production and Maibohui units in eastern and southern Jiangsu areas were shut down, the units were put into production at the end of the month in Changxing, the production of Huaxiang in northern Jiangsu was reduced, the Longhe was shut down, the production of Romaite was shut down, the production of Guannan was shut down, the shutdown of Dongcheng was shut down, the shutdown of Jin Changlin was shut down, the production of Guohua, the production of Su alcohol was shut down, the shutdown of Shandong Fulaichun, Zhenlong Production, Yingxuan, Zhongyu, Guan County Xinrui, Ququ and normal, and the wind in Jinyimeng was normal. Anhui COFCO mainly uses fuel, the Wuhechun unit is shut down, and the Wanshen unit is normal. At the premium factory in Mengzhou, Henan Province, the thick-source device was restored on November 14. The equipment in the coal-based ethanol factory has gradually returned to normal, and some units have been shut down in the middle of the month. In terms of fuel ethanol: SDIC Jidong and Tieling plants are producing normally, and SDIC Hailun is producing normally. Liaoyuan Jufeng stopped. Hongzhan reduced fuel production. Production was reduced in Wanli, and COFCO's later installation was abnormal. Henan Tianguan fuel production is normal. Jilin fuel production is normal.

Late supply forecast: China's ethanol production in December was stable for Northeast China's edible supply, and some small plant installations may start construction. In East China, there is a possibility that enterprises will start construction in December, and there is a possibility that individual devices will start up. In October, due to delayed shipping schedules, some cargo shipments were postponed to December, and the arrival of cargo in the port increased. Coal-based ethanol In December, the number of starts increased after the maintenance of coal-based ethanol units was completed. Whether the new coal production capacity can be put into operation as scheduled requires further observation. Fuel ethanol individual units are unstable and have downtime plans expect longer downtime. There is a possibility that some fuel plants in Jilin may resume work and further news is awaited.