- Liquidity Energy Ethanol Report
- Posts
- Ethanol Market Update - 6/11/25
June 15, 2025
Overview
Executive Summary
Production fell slightly today, with scattered downticks across the Western Corn Belt. Utilization remains firm, though tapering from recent highs.
Total MMBTU Produced: 407,440
Daily Production Change: +636 MMBTU
Largest Increase in Production: Marquis Energy - Wisconsin
Largest Decrease in Production: Mid America Agri Products - Madrid
Overall Plant Utilization: 70%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 43%
Market Insight
Despite today’s modest drop, the week remains solid from a throughput perspective. Softness at Madrid offset pockets of strength in Wisconsin and Iowa. Trends suggest producers remain sensitive to margins, but no broad slowdown is evident yet.
Key narrative shift: This is the second consecutive day of lower production, but still within a high utilization environment that continues to exceed two-year averages.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 407,440 MMBTU |
7-Day Rolling Avg. | 409,967 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 70% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
◦ Marquis Energy - Wisconsin
Top Production Loss (Day-over-Day):
◦ Mid America Agri Products - Madrid
Market Implications & Trade Insights
Short-Term Price Impact: Neutral; strong baseline production suggests continued resilience in supply unless further daily declines emerge.
Logistics Watch: Regional activity stable; watch central Nebraska and southwest Iowa for signs of grain bottlenecks or local rail issues.
EIA Weekly Estimate
Estimated Production: 1,034,000 barrels/day
Note: There has been some discrepancy in recent calibration due to potential lagged reporting from certain plants over the weekend. We will continue refining this in our rolling methodology.
Technicals
Enjoyed this article?
Subscribe to never miss an issue. Daily updates provide a comprehensive analysis of both the fundamentals and technical factors driving energy markets.
Click below to view our other newsletters on our website:
Disclaimer
The Coolidge Report is published by Coolidge Shop LLC and is intended for informational purposes only. This report does not constitute trading recommendations, financial advice, or an offer to buy or sell any commodity. While efforts are made to ensure accuracy, Coolidge Shop LLC makes no warranties regarding completeness or reliability. Coolidge Shop LLC is not registered as a Commodity Trading Advisor (CTA) with the CFTC, and this report should not be interpreted as a solicitation to engage in futures or derivatives trading.
This article and its contents are provided by Liquidity Energy, LLC ("The Firm") for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any commodity, futures contract, option contract, or other transaction. Although any statements of fact have been obtained from and are based on sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed.
Commodity trading involves risks, and you should fully understand those risks prior to trading. Liquidity Energy LLC and its affiliates assume no liability for the use of any information contained herein. Neither the information nor any opinion expressed shall be construed as an offer to buy or sell any futures or options on futures contracts. Information contained herein was obtained from sources believed to be reliable, but is not guaranteed as to its accuracy. Any opinions expressed herein are subject to change without notice, are that of the individual, and not necessarily the opinion of Liquidity Energy LLC
Reply