- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/18/25
July 31, 2025
Overview
Executive Summary
Production rose slightly to 405,943 MMBTU, marking the second consecutive day above 400k. Utilization edged up to 68%. Marquis Energy – Wisconsin led today’s gains, while POET Shell Rock posted the sharpest loss.
Daily Production Change: +3,663 MMBTU
Largest Increase in Production: Marquis Energy – Wisconsin
Largest Decrease in Production: POET Biorefining – Shell Rock
Plants Above Utilization Average: 38
Plants Below Utilization Average: 27
Percent of Plants Below 2-Year Average: 42%
Market Insight
Production is closing the week with modest strength following a volatile midweek dip. Today’s numbers add to confidence that output remains resilient despite soft utilization across key states. We’ll release our EIA estimate for the week ending 7/19 this coming Monday.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 405,943 MMBTU |
7-Day Rolling Avg. | ~399,000 MMBTU (est.) |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 68% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• Marquis Energy – Wisconsin
Top Production Loss (Day-over-Day):
• POET Biorefining – Shell Rock
EIA Estimate Outlook
We will release our calibrated estimate for the week ending 7/19 on Monday.
Technicals
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