- Liquidity Energy Ethanol Report
- Posts
- Ethanol Market Update - 6/5/25
June 15, 2025
Overview
Executive Summary
Production ticked upward modestly, continuing the broader trend of stable high utilization into June. While today’s gains were modest, they reinforce resilience across major Midwestern processors.
Total MMBTU Produced: 408,542
Daily Production Change: +1,720 MMBTU
Largest Increase in Production: POET Bioprocessing – Hanlontown (+2,271 MMBTU)
Largest Decrease in Production: Green Plains Fairmont (–3,000 MMBTU)
Overall Plant Utilization: 72%
Plants Above Utilization Average: 40
Plants Below Utilization Average: 25
Percent of Plants Below 2-Year Average: 33%
Market Insight
The ethanol complex remains on solid footing, supported by sustained operational efficiency and margin support. Today’s top gains came from POET Hanlontown, while Green Plains Fairmont pulled back slightly. Overall output remains above both short- and long-term trendlines.
Key narrative shift: With three straight sessions of rising throughput, the market is firmly in a higher-output phase that should be closely monitored for implications on summer inventory builds.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 408,542 MMBTU |
7-Day Rolling Avg. | 411,435 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 72% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Bioprocessing – Hanlontown (+2,271 MMBTU)
Top Production Loss (Day-over-Day):
• Green Plains Fairmont (–3,000 MMBTU)
Market Implications & Trade Insights
Short-Term Price Impact: Slightly bearish; sustained strength in output may put pressure on prompt pricing.
Logistics Watch: Monitor throughput around North-Central Iowa, where tight corn basis could slow certain units later this month.
Technicals
Enjoyed this article?
Subscribe to never miss an issue. Daily updates provide a comprehensive analysis of both the fundamentals and technical factors driving energy markets.
Click below to view our other newsletters on our website:
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.
Commodity trading involves risks, and you should fully understand those risks prior to trading. Liquidity Energy LLC and its affiliates assume no liability for the use of any information contained herein. Neither the information nor any opinion expressed shall be construed as an offer to buy or sell any futures or options on futures contracts. Information contained herein was obtained from sources believed to be reliable, but is not guaranteed as to its accuracy. Any opinions expressed herein are subject to change without notice, are that of the individual, and not necessarily the opinion of Liquidity Energy LLC
Reply