- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/10/25
Executive Summary
Ethanol production bounced modestly to 409,129 MMBTU today, recovering from two days of sub-400k prints. Utilization lifted slightly to 71%, with Menlo leading gains and Iowa Falls dropping off.
Daily Production Change: +10,953 MMBTU
Largest Increase in Production: POET Biorefining – Menlo
Largest Decrease in Production: Green Plains Iowa Falls
Plants Above Utilization Average: 34
Plants Below Utilization Average: 31
Percent of Plants Below 2-Year Average: 42%
Market Insight
Despite weak prints earlier this week, today’s rebound brings some relief. The 7-day rolling average remains anchored around 412,770 MMBTU, showing overall July output remains solid if unspectacular.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 409,129 MMBTU |
7-Day Rolling Avg. | 412,770 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 71% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining – Menlo
Top Production Loss (Day-over-Day):
• Green Plains Iowa Falls
EIA Accuracy Recap
Week Ending | Estimated | Reported | Miss % |
|---|---|---|---|
7/5/2025 | 1,076,000 b/d | 1,085,000 b/d | –0.83% |
✅ Model stayed within 1% of actual — consistent with our strong 4-week trend.
Technicals
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