- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/18/25
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August 1, 2025
Overview
Executive Summary
Production stabilized slightly today following several days of declines. Utilization held at 69%, with mixed plant-level adjustments across the Midwest.
Total MMBTU Produced: 400,296
Daily Production Change: –4,756 MMBTU
Largest Increase in Production: POET Biorefining - Ashton
Largest Decrease in Production: Marquis Energy - Wisconsin
Overall Plant Utilization: 69%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s data reflects a modest stabilization after the sharp declines seen earlier this week. Despite regional volatility, the 7-day rolling average remains at 414,485 MMBTU, still elevated relative to the 2-year baseline of 386,525 MMBTU.
Market focus shifts now to EIA’s official report release, where our calibrated estimate stands at 1,093,000 barrels/day for the week ending 6/13.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 400,296 MMBTU |
7-Day Rolling Avg. | 414,485 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 69% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining - Ashton
Top Production Loss (Day-over-Day):
• Marquis Energy - Wisconsin
Market Implications & Trade Insights
Short-Term Price Impact: Neutral; stabilization today could temper earlier tightening concerns, but attention now firmly shifts to EIA’s official figures.
Logistics Watch: No major new concerns; watch for rail and storage adjustments if utilization stays near 69%.
EIA Weekly Estimate
Week Ending | Estimated Production |
|---|---|
6/13/2025 | 1,093,000 barrels/day |
Technicals
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Disclaimer
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