Ethanol Market Update - 7/14/25

Liquidity Energy, LLC

Executive Summary

Production opened the week stable at 407,823 MMBTU, following last Friday’s level nearly to the digit. Utilization held at 71%, with no major directional shift at the plant level. Elite Octane led today’s gainers, while Show Me Ethanol posted the day’s largest pullback.

  • Daily Production Change: Flat

  • Largest Increase in Production: Elite Octane – Atlantic

  • Largest Decrease in Production: Show Me Ethanol

  • Plants Above Utilization Average: 33

  • Plants Below Utilization Average: 32

  • Percent of Plants Below 2-Year Average: 42%

Market Insight

After a firm end to last week, today’s flat print suggests near-term production is plateauing around the 410k MMBTU mark. The 7-day rolling average continues to trend well above the 2-year baseline, pointing to seasonal strength with limited volatility so far in July.

Production Overview

Metric

Value

Total Ethanol Produced

407,823 MMBTU

7-Day Rolling Avg.

~411,000 MMBTU

2-Year Rolling Avg.

386,525 MMBTU

Utilization Rate

71%

Plant-Level Insights

Top Production Gain (Day-over-Day):
• Elite Octane – Atlantic

Top Production Loss (Day-over-Day):
• Show Me Ethanol

EIA Weekly Estimate

Week Ending

Estimated Production

Notes

7/12/2025

1.070 million b/d

Estimate based on 7-day average

Technicals

Coolidge Report 7-14.pdf227.97 KB • PDF File

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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.

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

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