- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/15/25
July 31, 2025
Executive Summary
Production declined meaningfully today to 389,909 MMBTU, marking the lowest daily print since May. Utilization fell to 66%, with sharp losses at POET Fairbank and modest gains at Hanlontown.
Daily Production Change: –9,706 MMBTU
Largest Increase in Production: POET Bioprocessing – Hanlontown
Largest Decrease in Production: POET Bioprocessing – Fairbank
Plants Above Utilization Average: 38
Plants Below Utilization Average: 27
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s drop breaks the steady tone seen last week and early Monday. Lower production in Iowa weighed heavily on the daily total, with several POET plants pulling back output. While short-term demand remains firm, supply-side softness could tilt the balance if the trend holds.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 389,909 MMBTU |
7-Day Rolling Avg. | ~400,000 MMBTU (est.) |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 66% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Bioprocessing – Hanlontown
Top Production Loss (Day-over-Day):
• POET Bioprocessing – Fairbank
EIA Weekly Estimate
Week Ending | Estimated Production | Notes |
|---|---|---|
7/12/2025 | 1.070 million b/d | Estimate based on 7-day average |
Technicals
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