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New ethanol capacity from coal-to-ethanol projects in Q4 weighs on prices

Published on 2026-10-23

Chempricehub, Oct. 23 — Multiple coal-to-ethanol units are scheduled for concentrated trial operations during October–December 2026 (including Xinjiang Zhongrong, Xinjiang Haoyuan, and Shandong Qixiang). The substantial combined new capacity additions will exert significant long-term supply pressure, capping upside potential and constituting a medium-to-long-term bearish outlook.

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