- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/24/25
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August 1, 2025
Overview
Executive Summary
Production edged higher today, with utilization holding at 70% as the market showed further signs of stabilization.
Total MMBTU Produced: 404,510
Daily Production Change: +11,192 MMBTU
Largest Increase in Production: POET Fairmont
Largest Decrease in Production: Marquis Energy - Wisconsin
Overall Plant Utilization: 70%
Plants Above Utilization Average: 36
Plants Below Utilization Average: 29
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s gain supports the view of a stabilizing production landscape, with the 7-day rolling average at 407,177 MMBTU, still above the 2-year norm of 386,525 MMBTU.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 404,510 MMBTU |
7-Day Rolling Avg. | 407,177 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 70% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Fairmont
Top Production Loss (Day-over-Day):
• Marquis Energy - Wisconsin
Market Implications & Trade Insights
Short-Term Price Impact: Neutral; gradual stabilization in production may limit near-term price volatility.
Logistics Watch: No major new concerns; rail and storage utilization remain steady at current production levels.
EIA Weekly Estimate
Week Ending | Estimated Production |
|---|---|
6/20/2025 | 1,111,000 barrels/day |
Technicals
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