- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/11/25
August 1, 2025
Overview
Executive Summary
Production rose slightly to 407,823 MMBTU today, marking a second day above the 400k threshold. Utilization held steady at 71%, with Menlo showing gains while Fairmont led the day’s declines.
Daily Production Change: +10,086 MMBTU
Largest Increase in Production: POET Biorefining – Menlo
Largest Decrease in Production: Green Plains Fairmont
Plants Above Utilization Average: 33
Plants Below Utilization Average: 32
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today caps off a stable close to the week, following midweek weakness. Output has stayed north of 400k for two days now, and rolling averages remain well supported heading into next week’s EIA model update.
We will release our official EIA-style estimate for the week ending 7/12 on Monday.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 407,823 MMBTU |
7-Day Rolling Avg. | ~411,000 MMBTU (est.) |
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 Fairmont
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.
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