- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/25/25
August 1, 2025
Overview
Executive Summary
Production surged today, marking the highest single-day output in weeks. Utilization climbed to 74%, with gains concentrated across key Midwestern plants.
Total MMBTU Produced: 434,339
Daily Production Change: +34,177 MMBTU
Largest Increase in Production: POET Biorefining - Shell Rock
Largest Decrease in Production: POET Fairmont
Overall Plant Utilization: 74%
Plants Above Utilization Average: 34
Plants Below Utilization Average: 31
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s spike in production — up more than 34,000 MMBTU from yesterday — resets the short-term trend, pushing the 7-day rolling average to 411,511 MMBTU.
This boost, led by Shell Rock and several Western Corn Belt producers, suggests that plants are returning from maintenance or temporarily idle status.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 434,339 MMBTU |
7-Day Rolling Avg. | 411,511 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 74% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining - Shell Rock
Top Production Loss (Day-over-Day):
• POET Fairmont
Market Implications & Trade Insights
Short-Term Price Impact: Bearish tilt; sharp production gains may soften nearby basis if sustained.
Logistics Watch: Rail demand may rise if volume levels hold; terminal throughput expected to increase by week's end.
EIA Weekly Estimate
Week Ending | Estimated Production |
|---|---|
6/20/2025 | 1,111,000 barrels/day |
Technicals
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Disclaimer
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