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- Ethanol Market Update - 6/23/25
August 1, 2025
Overview
Executive Summary
Production held steady today following recent volatility. Utilization remained at 70%, reflecting a modest rebound as plant operations stabilized across much of the Midwest.
Total MMBTU Produced: 402,939
Daily Production Change: –5,986 MMBTU
Largest Increase in Production: Nebraska Corn Processing, LLC
Largest Decrease in Production: POET Biorefining - Shell Rock
Overall Plant Utilization: 70%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s data points to a market regaining its footing after mid-June’s production cuts. The 7-day rolling average stands at 409,839 MMBTU, close to seasonal norms and above the 2-year baseline of 386,525 MMBTU.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 402,939 MMBTU |
7-Day Rolling Avg. | 409,839 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 70% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• Nebraska Corn Processing, LLC
Top Production Loss (Day-over-Day):
• POET Biorefining - Shell Rock
Market Implications & Trade Insights
Short-Term Price Impact: Neutral to slightly supportive; stabilization may ease prior concerns about tightening supply.
Logistics Watch: Continued monitoring of rail and storage utilization is advised as output steadies.
EIA Weekly Estimate
Week Ending | Estimated Production |
|---|---|
6/20/2025 | 1,111,000 barrels/day |
6/13/2025 | 1,109,000 barrels/day (actual) |
Technicals
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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.
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