1、 Price trend
Affected by the tight supply of goods in some regions, the domestic ethanol market rose again. According to the monitoring of business agency, as of May 14, the price of domestic ethanol market was 5775 yuan / ton, 9.74% higher than that of the same period last month, and 10.63% higher than that of the same period last year.
| Benzalkonium chloride |
2、 Analysis of influencing factors
Products: the domestic ethanol market in East China and Henan is on the rise. The ethanol market in the north of Jiangsu Province in East China is up, the surrounding price is up, and the enterprise’s quotation is up; the ethanol market in Henan Province is up, the raw material price is high, and the enterprise is waiting for the increase of vehicles; the ethanol price in Shandong Province is in order and operation, and the enterprise’s anhydrous price is back to normal; the corn ethanol market in Jilin Province in Northeast China is stable, large-scale orders are delivered, and the inventory is low; the raw material price in Heilongjiang Province is high At present, the low price of the enterprise is not available, the order of the enterprise is delivered, and the quotation of some enterprises is increased; the negotiation focus of the ethanol market in South China and Guangdong Province is down. Guangdong has no shortage of water and its price remains at a high level. Although there are other sources of goods coming to Hong Kong in Dongguan, Guangdong Province, there are sufficient sources of goods in the hands of traders in the market at present, which is affected by the decrease of Guangdong Province. Guangxi molasses ethanol market is waiting and watching. At present, molasses ethanol enterprises order shipment, individual enterprises inventory is not high, and the price is high. Anhydrous ethanol enterprises inventory is low, and the price is firm. Anhui Province The regional ethanol market rose, affected by the price rise in East China, and the price of enterprises increased.
Industry chain: in terms of raw materials, corn: corn prices continue to fall. The temperature in most parts of Northeast China is rising, the sowing progress is speeding up, the multi field corn sowing is close to the end, and the planting area of intending corn in the production area is expected to increase. At present, most of the domestic corn is controlled in the trade link, and the surplus grain inventory at the grass-roots level has declined significantly. We predict that in the near future, the probability of corn price continuing to be stable, moderate and strong is still high, and this judgment will not be changed temporarily. It is worth mentioning that more than half of the temporary storage corn is in Heilongjiang area. Affected by the new crown epidemic in Heilongjiang, the temporary storage auction may be delayed. The probability of starting grain auction after the middle of May is higher. It is expected that the corn price will show a new trend after the temporary storage auction is started. This change is more likely to occur after the late May.
| Sodium Molybdate |
Ethyl acetate: the domestic market of ethyl acetate is light. The mainstream manufacturers are mainly stable in price and delivery, but the downstream substantial demand is limited, and the digestion cycle is long, resulting in insufficient transaction of new orders in the market. However, the inventory quantity of mainstream manufacturers is low, and there is no inventory pressure for the time being, so stable price and offer are mainly maintained. The spot supply in South China market is sufficient, and the downstream demand continues to be weak, leading to partial competition among suppliers and weak market. In the short term, the domestic market of ethyl acetate in East China and North China is stable, while the market in South China is weak at different stages.
3、 Future forecast
The ethanol analyst of business club predicted that the price of domestic ethanol market remained stable in the short term, large-scale orders were delivered, there were few enterprises in stock, the auction of raw corn was delayed, the price of corn continued to rise, the ethanol production enterprises had high-pressure production, the enterprises were reluctant to sell at low prices, and the export orders continued, slightly slower than last month’s performance, and the middlemen had a high wait-and-see mood under the current high price Recently, the goods from other places in the South have not yet arrived at the port of Guangdong. The owners have a strong wait-and-see mood. It is expected that the short-term market will be stable and wait-and-see.
| http://www.lubonchem.com/ |