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示例内容 Analyst Insights 多空消息交织，关注9月进口 – China Weekly 22nd October 2019

10月 22, 2019

1 阅读时间

多空消息交织，关注9月进口 – China Weekly 22nd October 2019

  • 上周国内白糖现货价格及期货价格均有所回落，源于甜菜糖上市，新增进口协议，地储投放传闻及南方开榨提前等利空消息。
  • 另一方面，截至目前甘蔗长势表现不佳，19/20榨季食糖产量减幅可能超过预期。
  • 本周关注9月进口数据。

市场热点回顾

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原白糖期货价格走势

  • 国际市场ICE原糖在12-13美分区间震荡，生产商套保限制限制上升空间。
  • 国内市场ZCE郑糖上周重心下移，但跌幅不大，1月合约结算价较上周下跌33元/吨。
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国内白糖现货行情

  • 上周国内主产区白糖售价略有下行。因进入淡季市场需求降低，甜菜糖上市后供应增加。
  • 目前需关注甘蔗主产区的开榨进度，以及广西地储投放落实，南方供应面的宽松可能对糖价进一步施压。
  • 另一方面，因环保检查北方加工糖厂开工出货不畅，延缓了加工糖的供应，利好北方现货价格。
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2019/20 储备糖投放量

  • 目前预估2019年第四季度可能有60万吨国储糖将加工投放市场。

国储及地储历年投放量

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替代品价格走势与进口预估

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Rosa Li

SAF Supply and Demand Dynamics

  • There are a few well-established production pathways for SAF.
  • However, these come with their own benefits and disadvantages.
  • More pathways are being approved but scale is proving to be a challenge.
Adelia Lei

John Buxton

3周 前

2 min

How Do We Make Sustainable Aviation Fuel?

  • Jet A needs to have certain characteristics to be classified as SAF.
  • But what happens when new feedstocks are being developed?
  • Certain processes need to be followed to ensure the fuel’s properties remain the same.
Adelia Lei

John Buxton

1月 前

2 min

How Can We Make Sure Sustainable Aviation Fuel is Safe?

  • When creating SAF, it is important that the process is standardised.
  • This helps ensure safety and mitigates the risk of extraneous ingredients being added.
  • These specifications also extend to the production process.

John Buxton

2月 前

2 min

The Basics of Sustainable Aviation Fuel: Where Are We Now?

  • The aviation industry is responsible for about 2% of global energy-related CO2 emissions.
  • In order to reduce impacts, companies have been looking to sustainable aviation fuel (SAF).
  • But how far along are we in the SAF journey?

John Buxton

3月 前

2 min