- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/26/25
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August 1, 2025
Overview
Executive Summary
Production softened today after yesterday’s sharp rise, though utilization remained firm at 71%. The pullback was relatively modest and broad-based across the Corn Belt.
Total MMBTU Produced: 410,686
Daily Production Change: +7,235 MMBTU
Largest Increase in Production: POET Fairmont
Largest Decrease in Production: POET Bioprocessing - Hanlontown
Overall Plant Utilization: 71%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s modest dip in output to 410,686 MMBTU comes after Wednesday’s multi-week high. The 7-day rolling average sits at 407,398 MMBTU, reflecting overall strength in recent production trends.
Looking ahead, current output levels suggest a potential upward revision in next week’s projection if gains hold.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 410,686 MMBTU |
7-Day Rolling Avg. | 407,398 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 71% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Fairmont
Top Production Loss (Day-over-Day):
• POET Bioprocessing - Hanlontown
Market Implications & Trade Insights
Short-Term Price Impact: Neutral; today’s dip follows an outsized gain, so market tone remains balanced.
Logistics Watch: Expect rail demand to stay elevated as average output holds above trend.
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.
This article and its contents are provided by Liquidity Energy, LLC ("The Firm") for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any commodity, futures contract, option contract, or other transaction. Although any statements of fact have been obtained from and are based on sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed.
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