- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/2/25
Executive Summary
Production ticked higher to start the week, with plant-level gains slightly outpacing losses across the monitored fleet. Utilization remains healthy and well-supported above the 70% benchmark.
Total MMBTU Produced: 416,700
Daily Production Change: +692 MMBTU
Largest Increase in Production: Al-Corn Clean Fuel (+193 MMBTU)
Largest Decrease in Production: Siouxland Ethanol Ringneck Energy (-286 MMBTU)
Overall Plant Utilization: 72%
Plants Above Utilization Average: 43
Plants Below Utilization Average: 22
Percent of Plants Below 2-Year Average: 34%
Market Insight
Production resumed an upward drift to open the week, with modest volume growth centered in the upper Midwest. Homeland Energy’s ramp-up helped anchor today's modest gain, while Siouxland Ethanol saw the most notable setback.
Key narrative shift: With output continuing to orbit highs set in mid-May, today's gain suggests operational stability is strengthening across the sector. The market will now look to weekly EIA stats for confirmation.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 416,700 MMBTU |
7-Day Rolling Avg. | 411,670 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 72% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• Al-Corn Clean Fuel (+193 MMBTU)
Top Production Loss (Day-over-Day):
• Ringneck Energy (-286 MMBTU)
Market Implications & Trade Insights
Short-Term Price Impact: Slightly bearish; today's increase keeps ethanol inventories potentially buoyant heading into the June 5 EIA report.
Logistics Watch: Continued strength may begin testing railcar availability in the Iowa and Nebraska corridor if throughput persists near current levels.
EIA Weekly Estimate – Week Ending 5/30/2025
Estimated Production: 1,060 thousand barrels/day
(no change vs. last week’s reported value)
Technicals
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