- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/13/25
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June 15, 2025
Overview
Executive Summary
Production rebounded today with a notable gain in output, particularly in key western and northern tier plants.
Total MMBTU Produced: 415,834
Daily Production Change: +7,874 MMBTU
Largest Increase in Production: Green Plains Superior
Largest Decrease in Production: Red Trail Energy LLC
Overall Plant Utilization: 72%
Plants Above Utilization Average: 36
Plants Below Utilization Average: 29
Percent of Plants Below 2-Year Average: 45%
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Market Insight
Today’s rebound continues the trend of steady throughput across major plants. While some western processors experienced slight cutbacks, gains in central and southern facilities kept daily output near recent highs.
Key narrative shift: Market confidence is underpinned by consistently high utilization levels, although volatility remains possible amid seasonal maintenance.
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Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 415,834 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 72% |
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Plant-Level Insights
Top Production Gain (Day-over-Day):
◦ Green Plains Superior
Top Production Loss (Day-over-Day):
◦ Red Trail Energy LLC
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Market Implications & Trade Insights
Short-Term Price Impact: Neutral to slightly bullish; resilience in throughput could support summer blendstock demand.
Logistics Watch: Maintain watch on midwestern rail and truck availability as inventories rise.
Technicals
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Disclaimer
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