- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 6/6/25
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June 15, 2025
Overview
Executive Summary
Production advanced notably today, with broad-based plant gains helping push utilization to its highest level in over a month.
Total MMBTU Produced: 419,618
Daily Production Change: +7,944 MMBTU
Largest Increase in Production: Green Plains Madison LLC (+3459 MMBTU)
Largest Decrease in Production: E Energy Adams LLC (–2,000 MMBTU)
Overall Plant Utilization: 73%
Plants Above Utilization Average: 42
Plants Below Utilization Average: 23
Percent of Plants Below 2-Year Average: 33%
Market Insight
Production momentum continues to firm as ethanol margins remain attractive. Today’s notable increase led by Green Plains Madison LLC reinforces bullish supply-side sentiment, while downside was minimal and concentrated.
Despite firm production, inventory drawdowns and robust summer demand could keep spot pricing stable. Utilization now sits well above seasonal averages, and plants have shown renewed operational strength following recent mid-May lulls.
Key narrative shift: Today marks the highest daily output since mid-March, with plants ramping into summer demand on strong processing economics.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 419,618 MMBTU |
7-Day Rolling Avg. | 413,459 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 73% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• Green Plains Madison LLC (+3459 MMBTU)
Top Production Loss (Day-over-Day):
• E Energy Adams LLC (–2,000 MMBTU)
Market Implications & Trade Insights
Short-Term Price Impact: Slightly bearish; rising throughput may test logistics and inventories as demand plateaus.
Logistics Watch: Monitor Central Corn Belt capacity as utilization tightens near-maximum processing levels.
Technicals
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Disclaimer
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