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Home > News > Ethanol Market Morning Brief (September 16, 2026)

Ethanol Market Morning Brief (September 16, 2026)

Published on 2026-09-16

I. Key Points

  1. September 15: Rising risks to Saudi crude oil supply and continued deadlock in US-Iran relations drove international crude oil prices higher. NYMEX October crude futures closed at $105.83/barrel, up $4.44 (+4.38%); ICE November Brent futures closed at $108.75/barrel, up $3.07 (+2.90%). China INE November 2026 crude futures rose by 59.7 yuan to 836.2 yuan/barrel, with the night session gaining 23.8 yuan to reach 860 yuan/barrel.

Core Logic:

  1. Edible ethanol: Yesterday's market price for standard-grade edible ethanol fluctuated regionally due to changes in local plant operations, resulting in a range-bound consolidation.
  2. Anhydrous ethanol: Yesterday's market price for anhydrous ethanol remained stable across regions.
  3. Fuel ethanol: Yesterday's market price for fuel ethanol was steady, with procurement prices from independent refineries remaining stable.
  4. Coal-based ethanol: Yesterday's quoted prices for coal-based ethanol remained stable.

II. Price List

Unit: Yuan/ton, USD/barrel

Chempricehub Daily Briefing on Ethanol and Fuel Ethanol Related Products

Product Region 2026/9/15 2026/9/14 Change Remarks
Crude Oil WTI 105.75 101.39 +4.44
Brent 108.75 105.68 +3.07
Domestic Gasoline Guidance Price (89#) 8475 8475 Shandong
Dried Cassava Chips Thailand 245-245 245-245 FOB, USD/ton
Delivered Plant Cost Equivalent 2025-2025 2025-2025 East China, Yuan/ton
Corn (Plant Intake) Heilongjiang 2088-2140 2088-2140 Heilongjiang
Jilin 2180-2270 2180-2270 Jilin
Henan 2190-2200 2190-2200 Jiaozuo dry grain, 14% moisture
Shandong 2244-2244 2244-2244 Weifang dry grain, 14% moisture
Standard Grade Heilongjiang (East) 4900-5100 4900-5100 Corn
Heilongjiang (West) 4950-5150 4950-5150 Corn
Jilin 5100-5170 5100-5170 Corn
Shandong - - Cassava, Ex-factory
Shandong 5420-5500 5420-5500 Wheat
Northern Jiangsu 5600-5600 5550-5550 Cassava
Southern Jiangsu 5650-5700 5650-5700 Cassava, Ex-factory
Anhui 5550-5550 5550-5550 Grain/Cassava
Guangxi 5700-5800 5700-5800 Molasses/Cassava
Premium Grade Heilongjiang 5000-5150 5000-5150 East/West, Corn
Jilin 5200-5450 5200-5450 Corn
Shandong 5470-5550 5470-5550 Wheat
Northern Jiangsu 5650-5650 5600-5600
Henan 5510-5530 5510-5530 Corn
Anhydrous Ethanol Heilongjiang (Standard) 5700-5850 5700-5850 Corn
Heilongjiang (Electronic Grade) 5950-6000 5950-6000 Corn
Jilin (Standard) 5850-5850 5850-5850 Corn, mostly traded at low end
Jilin (Electronic Grade) 5900-5920 5900-5920 Corn, mostly traded at low end
Henan (Standard) 6150-6150 6150-6150 Corn
Henan (Electronic Grade) 6250-6250 6250-6250 Corn, no stock available
Northern Jiangsu 6400-6450 6350-6400 Cassava
Anhui 6400-6400 6400-6400 Grain/Cassava
Guangxi 6500-6600 6500-6600 Cassava
Port Jinzhou Port 5350-5450 5350-5450 Standard grade, Corn
Fuel Ethanol Heilongjiang (East) 6100-6198 6100-6198 High-end price is delivered to Heilongjiang
Heilongjiang (West) 6100-6198 6100-6198 High-end price is delivered to Heilongjiang
Liaoning 6426-6426 6426-6426 Delivered price to Liaoning
Jilin 6349-6349 6349-6349 Delivered price to Jilin
Panjin Independent Refinery (Delivered) - -
Shandong Independent Refinery (Delivered) 6030-6060 5970-6080 Delivered price
Synthetic/Coal-based Ethanol Shaanxi Auction Start 5800 5800 Online auction starting price
Anhui Auction Start 6010 5980 +30 Online auction starting price
Henan Standard 6100 6100 Quoted price, transaction negotiable
Henan High-end - - Shutdown
Shandong 6180 6150 +30 Quoted price, transaction negotiable
Hunan 6150 6150 Quoted price, transaction negotiable
Hebei 6300 6300 Quoted price, transaction negotiable
Hubei 6050 6050 Quoted price, transaction negotiable
Guangdong 6300 6300 Quoted price, transaction negotiable
Ethyl Acetate East China (Ex-tank) 6400-6520 6400-6520
MTBE Shandong (Ex-tank) 7850-7900 7850-7900
DDGS Heilongjiang 2180-2210 2180-2210
Jilin 2260-2380 2260-2380
Henan 2300-2300 2300-2300
Freight Tracking West Heilongjiang-Shandong 470-520 470-520 Standard grade ethanol
Henan-Shandong 100-200 100-200
East Heilongjiang-Shandong 420-460 420-460 Standard grade ethanol
Northwest-Shandong 270-310 270-310
Mengzhou-Chengdu 360-390 360-390 Empty return trucks are cheaper

III. Data Table

Data Type This Week Last Week Expected Trend
Cassava Ethanol Profit -518.8 -518.8
Corn Ethanol Profit -138.75 -138.75
Coal-based Ethanol Profit 300 300
Remarks: 1. Cassava ethanol profit refers to production profit for cassava ethanol in East China/Northern Jiangsu market. 2. Corn ethanol profit refers to production profit for corn ethanol in Northeast/Heilongjiang market. 3. Molasses ethanol profit refers to production profit for molasses ethanol in southern markets.

Unit: Yuan/ton

IV. Market Outlook

Domestic ethanol prices are expected to remain stable to slightly firm in the short term. Prices in the Northeast are stable to slightly firm; contract orders are being shipped, pre-holiday inventory buildup is about to begin, freight rates are rising, and delivered prices are increasing. Prices in East China are stable to slightly firm, driven by rigid demand from the chemical industry. Prices in Henan are stable, supported by rigid downstream procurement. Coal-based ethanol prices are stable as orders are shipped. Fuel ethanol prices maintain a steady trend with order shipments continuing.

Data Release Date Current Period Data Trend Forecast
Ethanol Operating Rate Thursday 15:00 PM 59.19%
Ethyl Acetate Operating Rate Thursday 15:00 PM 51.08%
Remarks: 1. ↑↓ indicates significant fluctuations, highlighting data dimensions with changes exceeding 3%. 2. ↗↘ indicates narrow fluctuations, highlighting data dimensions with changes within 0-3%.

Chempricehub Daily Briefing on Ethanol and Fuel Ethanol Related Products

Product Region 2025/10/28 2025/10/27 Change Remarks
Crude Oil WTI 60.15 61.31 -1.16
Brent 64.4 65.62 -1.22
Domestic Gasoline Guidance Price (89#) 7969 7969 Shandong
Dried Cassava Chips Thailand 212-215 212-215 FOB, USD/ton
Delivered Plant Cost Equivalent 1828-1856 1828-1856 East China, Yuan/ton
Corn (Plant Intake) Heilongjiang 1955-2002 1955-2002 Heilongjiang
Jilin 2010-2090 2020-2090 -10/0 Jilin
Henan 2200-2210 2200-2210 Jiaozuo dry grain, 14% moisture
Shandong 2170-2170 2160-2160 +10/+10 Weifang dry grain, 14% moisture
Standard Grade Heilongjiang (East) 4820-4830 4820-4830 Corn
Heilongjiang (West) 4850-4900 4850-4900 Corn
Jilin 4950-5050 4950-5050 Corn
Shandong 5400-5400 5400-5400 Cassava, Ex-factory
Shandong 5150-5300 5150-5300 Wheat
Northern Jiangsu 5300-5300 5300-5300 Cassava
Southern Jiangsu 5400-5400 5400-5400 Cassava, Ex-factory
Anhui 5350-5350 5350-5350 Grain/Cassava
Guangxi 5650-5700 5650-5700 Cassava
Premium Grade Heilongjiang 4900-4950 4900-4950 East/West, Corn
Jilin 5100-5450 5100-5450 Corn
Shandong 5300-5350 5300-5350 Wheat
Northern Jiangsu 5380-5380 5380-5380
Henan 5230-5250 5230-5250 Corn
Anhydrous Ethanol Heilongjiang (Standard) 5400-5450 5400-5450 Corn
Heilongjiang (Electronic Grade) 5450-5500 5450-5500 Corn
Jilin (Standard) 5500-5850 5500-5850 Corn, mostly traded at low end
Jilin (Electronic Grade) 5650-5950 5650-5950 Corn, mostly traded at low end
Henan (Standard) 5900-5950 5900-5950 Corn
Henan (Electronic Grade) - - Corn, no stock available
Northern Jiangsu 5900-5900 5900-5900 Cassava
Anhui 5900-5950 5900-5950 Grain/Cassava
Guangxi 6350-6450 6350-6450 Cassava
Port Jinzhou Port 5100-5200 5100-5200 Standard grade, Corn
Fuel Ethanol Heilongjiang (East) 5200-5200 5200-5200
Heilongjiang (West) 5250-5250 5250-5250
Liaoning 5500-5500 5500-5500
Jilin 5400-5400 5400-5400
Panjin Independent Refinery (Delivered) - -
Shandong Independent Refinery (Delivered) 5250-5250 5260-5290 -10/-40 Delivered price
Synthetic/Coal-based Ethanol Shaanxi Auction Start 5450 5450 Online quote
Anhui Auction Start 5400 - Online auction starting price
Henan Standard 5800 5800 Hydrogenation of acetates
Henan High-end - - Quote (plant shut down on the 13th)
Shandong 5400 5460 -60 Quote
Hunan 5600 5600 Quote
Hebei 5600 5600 Quote, transaction negotiable
Guangdong - -
Guangdong High-end 5950 6100 -150 High-end, purity 99.9%
Ethyl Acetate East China (Ex-tank) 5140-5200 5140-5200
MTBE Shandong (Ex-tank) 4850-4950 4900-4950 -50/0
DDGS Heilongjiang 2030-2150 2030-2150
Jilin 1950-2250 1950-2250
Henan 2330-2330 2330-2330
Freight Tracking West Heilongjiang-Shandong 280-300 280-300 Standard grade ethanol
Henan-Shandong 100-200 100-200
East Heilongjiang-Shandong 330-370 330-370 Fuel ethanol
Northwest-Shandong 260-270 260-270
Mengzhou-Chengdu 250-300 250-300 Empty return trucks are cheaper

Comments

0
  • James Morrison 2026-09-16 20:06
    Crude's surge hasn't spilled into ethanol yet, keeping margins stable. With operating rates rising slightly, I'm watching downstream demand closely. If feedstock costs stay high but ethanol prices lag, capacity utilizati..
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