- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/27/25
August 1, 2025
Overview
Overview
Executive Summary
Production dipped modestly heading into the weekend, settling at 70% utilization as regional output pulled back slightly from midweek highs.
Total MMBTU Produced: 407,335
Daily Production Change: +854 MMBTU
Largest Increase in Production: POET Biorefining - Shell Rock
Largest Decrease in Production: Green Plains Wood River LLC
Overall Plant Utilization: 70%
Plants Above Utilization Average: 35
Plants Below Utilization Average: 30
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s decline to 407,335 MMBTU ends a choppy week of ethanol production, with overall output still holding above the 2-year baseline. The 7-day rolling average now sits at 405,622 MMBTU, signaling broader resilience in operations.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 407,335 MMBTU |
7-Day Rolling Avg. | 405,622 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 70% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining - Shell Rock
Top Production Loss (Day-over-Day):
• Green Plains Wood River LLC
Market Implications & Trade Insights
Short-Term Price Impact: Neutral to slightly supportive if lower output persists into early next week.
Logistics Watch: Weekend rail and terminal activity expected to moderate with today’s softer volume.
Technicals
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Disclaimer
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