In July, the domestic ethanol market was significantly lower than the previous narrow range fluctuations. According to the sample data monitored by the business club, the price was 7450 yuan / ton at the beginning of the month and 7120 yuan / ton at the end of the month (July 28), with a decrease of 4.43% during the month and a year-on-year increase of 3.19%.
PVA 2088 (PVA BP20) |
At the beginning of the month, the domestic ethanol market was mainly volatile. Some time ago, large factories in some regions broke down, reduced production and stopped to add new devices. The supply was reduced, which formed a certain support for the price and rose slightly. The price of raw corn fell, the market price was affected and weakened slightly, and the downstream demand was average, so it was gradually sorted out and operated.
In the middle of August, the domestic ethanol market price continued to decline, the actual transaction continued to be low-end, the demand side entered the off-season of Baijiu, and the chemical industry just needed to purchase, so the price was difficult to see a positive boost in the short term.
In late August, the domestic ethanol market continued to consolidate. The price of raw corn and cassava fluctuated, and the cost fluctuated; In terms of supply, although some enterprises have device maintenance, the current overall inventory of the industry is high, the consumption on the demand side is weak, Baijiu is mostly shut down at high temperatures, chemicals just need to be purchased downstream, and the market turnover is flat.
At the end of the month, the domestic ethanol market continued to decline. The supply side is surplus, the demand side continues to be low, and the prices of raw corn and cassava are difficult to improve in the short term. The prices remain low, and the cost support is weak. Despite the news of device maintenance, the overall supply and demand are weak, and the downstream demand continues to be sluggish, which is difficult to improve.
POLYVINYL ALCOHOL |
According to the price monitoring of the business club, in the first half of 2022 (1.1-6.30), 136 commodities rose month on month in the list of bulk commodity prices, mainly in the chemical sector (64 in total) and the agricultural and sideline sector (16 in total), and commodities with an increase of more than 5% were mainly in the chemical sector; The top three commodities were butadiene (152.15%), lithium hydroxide (118.46%) and sulfur (89.80%). A total of 95 commodities fell month on month, concentrated in chemical industry (43 in total) and steel (15 in total), and commodities with a decline of more than 5% were mainly concentrated in the chemical industry sector; The commodities with the top three declines were electrolytic manganese (-57.47%), magnesium (-46.60%) and glycine (-45.71%). In this half year, the average increase and decrease was 6.53%.
As of July 28, the latest price dynamics of ethanol market in various regions:
Region, category, price
Shandong Province, wheat, general grade, 7050-7100 yuan / ton
Shandong Province, superior grade corn, 7800-7900 yuan / ton
Shandong Province. No water in corn. 7950-8200 yuan / ton
Southern Jiangsu, general grade, 7300-7350 yuan / ton
Northern Jiangsu, general grade, 7100-7150 yuan / ton
Northern Jiangsu, superior, 7200 yuan / ton
Northern Jiangsu. No water. 7950-8050 yuan / ton
Anhui Province, general grade, 6900-6950 yuan / ton, ex factory tax included
Anhui Province, no water, 7800-7850 yuan / ton, ex factory tax included
Guangxi, honey alcohol, 7900 yuan / ton
Guangxi region. Corn / Cassava 95% alcohol. 7350-7400 yuan / ton self extraction
Guangxi. Absolute ethanol. 8100-8150 yuan / ton Self Extraction
Guangdong, corn alcohol, 7600-7650 yuan / ton
Guangdong Province, rice / Cassava general ethanol, 7450-7500 yuan / ton, Dongguan Self Extraction
Guangdong Province, anhydrous cassava ethanol, 8150-8200 yuan / ton, Dongguan Self Extraction
Henan, superior, 7200 yuan / ton, ex factory tax included
Henan Province, absolute ethanol, 7900-7950 yuan / ton, ex factory tax included
Hebei Province, general grade, 7250-7300 yuan / ton, tax included
Jinzhou District, Liaoning Province, corn alcohol, general grade, 7100-7150 yuan / ton
Heilongjiang Province, general grade, 6650-6750 yuan / ton, tax included
Heilongjiang Province, absolute ethanol, 7800-7900 yuan / ton
Jilin region, general alcohol, 6650-6700 yuan / ton, ex factory tax included
Jilin region, superior alcohol, 6750-6800 yuan / ton, ex factory tax included
Jilin region, absolute ethanol, 7500-7800 yuan / ton, ex factory tax included
Sichuan, corn alcohol, 7650-7700 yuan / ton
Yunnan, molasses alcohol, 8100-8150 yuan / ton
Supply and demand are weak, and ethanol analysts of business society predict that the domestic ethanol market will continue to decline in the short term.
http://www.polyvinylalcohols.com |