| I'm not going to say it's not a concern.. but at 8.04% of the latest month we have records for.. while the TOTAL of US Exports are up 38%'ish for the Grain Year..
"Who cares?"
Here's the data..
US Exports.. http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=M_EPOOXE_EEX_NUS-Z00_MBBL&f=M
| U.S. Exports of Fuel Ethanol (Thousand Barrels) | | |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| 2010 | 324 | 519 | 1,153 | 973 | 414 | 387 | 603 | 707 | 929 | 834 | 930 | 1,717 | | 2011 | 1,364 | 1,425 | 2,003 | 2,865 | 1,743 | 1,604 | 3,036 | 1,246 | 2,525 | 2,895 | 3,634 | 4,117 | | 2012 | 1,819 | 1,785 | 1,992 | 1,775 | 1,397 | 1,410 | 1,519 | 1,206 | 1,191 | 1,284 | 965 | 1,313 | | 2013 | 1,518 | 1,017 | 1,312 | 967 | 952 | 796 | 830 | 1,182 | 1,299 | 1,206 | 2,134 | 1,525 | | 2014 | 2,091 | 1,517 | 2,059 | 1,659 | 1,265 | 1,378 | 1,599 | 1,292 | 1,353 | 1,949 | 2,114 | 1,872 | | | | 2015 | 1,640 | 1,662 | 2,057 | 1,761 | 1,497 | 1,499 | 1,716 | 1,272 | 1,492 | 1,792 | 1,427 | 1,995 | | 2016 | 2,076 | 1,598 | 2,270 | 2,276 | 1,328 | 1,108 | 1,652 | 1,856 | 2,373 | 3,135 |
While US Ethanol Exports to China are...
| U.S. Exports to China of Fuel Ethanol (Thousand Barrels) | | |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| 2010 | 0 | 0 | 0 | 0 | | 0 | 1 | 0 | 0 | 3 | 1 | 0 | | 2011 | 0 | | 3 | 0 | 0 | | 0 | 0 | | 0 | | 1 | | 2012 | 0 | 0 | 0 | 0 | | 0 | 0 | 0 | | 0 | 0 | 0 | | 2013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | 0 | 84 | 0 | | 2014 | 0 | | 0 | 0 | 1 | 0 | 0 | 79 | 1 | 0 | 0 | 0 | | | | 2015 | 0 | 0 | 1 | 0 | 0 | 49 | 211 | 79 | 0 | 775 | 391 | 252 | | 2016 | 701 | 212 | 879 | 822 | 468 | 0 | 0 | 36 | 425 | 252 |
|
Again the 252 we sent to China was 8.04% of the 3,135 total that left the country..
We sent 4 times that amount to Brazil..
| U.S. Exports to Brazil of Fuel Ethanol (Thousand Barrels) | | |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| 2010 | 60 | 97 | 70 | 0 | 0 | 0 | 79 | 50 | 0 | | 91 | 91 | | 2011 | 0 | 63 | 587 | 1,569 | 563 | 218 | 691 | 0 | 1,118 | 1,143 | 1,714 | 1,754 | | 2012 | 628 | 223 | 236 | 137 | 0 | 322 | 408 | 0 | 0 | 0 | | 91 | | 2013 | 152 | 140 | 222 | 46 | 63 | 63 | 0 | | | 0 | 57 | 341 | | 2014 | 570 | 281 | 331 | 223 | 125 | | 276 | | | 62 | 364 | 414 | | | | 2015 | 583 | 433 | 598 | 349 | 328 | | 128 | 40 | 0 | | 0 | 222 | | 2016 | 157 | 526 | 506 | 156 | 143 | 242 | 361 | 597 | 431 | 1,016 |
|
Three times to Canada..
| U.S. Exports to Canada of Fuel Ethanol (Thousand Barrels) | | |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| 2010 | 156 | 153 | 181 | 210 | 154 | 161 | 226 | 247 | 301 | 318 | 369 | 367 | | 2011 | 461 | 357 | 430 | 547 | 472 | 629 | 806 | 628 | 689 | 546 | 645 | 875 | | 2012 | 557 | 404 | 519 | 418 | 514 | 605 | 658 | 855 | 630 | 716 | 690 | 836 | | 2013 | 578 | 519 | 597 | 558 | 642 | 636 | 702 | 785 | 706 | 603 | 686 | 699 | | 2014 | 444 | 398 | 667 | 1,135 | 712 | 783 | 778 | 749 | 657 | 466 | 567 | 630 | | | | 2015 | 485 | 346 | 412 | 459 | 460 | 558 | 597 | 510 | 622 | 479 | 553 | 507 | | 2016 | 327 | 346 | 385 | 345 | 511 | 485 | 539 | 497 | 665 | 834 |
and even more to India.. at 393 k bbls than we did to China's 252 for the month of October. | U.S. Exports to India of Fuel Ethanol (Thousand Barrels) | | |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| 2010 | 0 | 1 | 178 | 141 | 0 | | 1 | | 127 | 0 | | 239 | | 2011 | 1 | 0 | 1 | 0 | 0 | | | 0 | | 2 | 237 | 0 | | 2012 | 0 | 0 | 1 | 1 | 1 | | | 1 | | 0 | | 1 | | 2013 | | 1 | 0 | 1 | 1 | 0 | 1 | | | | 387 | 116 | | 2014 | 223 | 0 | 1 | 0 | 0 | 0 | 1 | 2 | 67 | 3 | 657 | 2 | | | | 2015 | 1 | 168 | 1 | 168 | 0 | 2 | 202 | 0 | 341 | 1 | 0 | 2 | | 2016 | 0 | 202 | 97 | 347 | 1 | 2 | 268 | 334 | 25 | 393 |
Do we want Chinese business?
Sure.
Is it the end of the world if we lose it?
probably not..
as US exports would still be up 30% vs 38%..with China making it "even better".. vs.. just "pretty dang good."
just say'in..
Edited by JonSCKs 1/5/2017 17:58
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Once again, the Commie speculative locusts invade ethanol exports
