卓创资讯:燃料乙醇价格高位回落 短期供需拉锯不减

Core Viewpoint - The price of fuel ethanol in Northeast China has declined in late December, despite some production companies raising prices earlier in the month due to supportive supply and cost factors. However, weak gasoline demand during the off-season has led to sluggish transactions, prompting a shift in focus for some producers towards lower prices [1] Group 1: Price Trends - In late December, fuel ethanol prices in Northeast China have decreased after a brief increase earlier in the month [1] - Some production companies had previously raised prices by 150 yuan per ton, but the demand for gasoline remains weak [1] Group 2: Production and Supply - The production of fuel ethanol in Northeast China is still at a low level, influenced by high corn prices and slow grain collection progress [1] - Some fuel ethanol producers are operating at low capacity, around 70-80%, with some facilities primarily producing edible ethanol, resulting in a low fuel ethanol output ratio of 35%-40% [1] Group 3: Market Outlook - The supply and demand dynamics are currently mixed, leading to a potential stabilization of market prices in the short term [1]