Ethanol Market Update - 7/2/25

Liquidity Energy, LLC

August 1, 2025

Overview

Overview

Executive Summary

Ethanol production climbed again today to 429,292 MMBTU, marking a strong start to July. Utilization rose to 75%, with strength concentrated in the Central Plains and Southern Iowa.

  • Daily Production Change: +17,821 MMBTU

  • Largest Increase in Production: Horizon Ethanol - Jewell

  • Largest Decrease in Production: Plymouth Energy

  • Plants Above Utilization Average: 40

  • Plants Below Utilization Average: 25

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

Market Insight

Today’s print of 429,292 MMBTU brings the 7-day average to 418,674 MMBTU, extending a multi-day run of strong output. Logistics remain tight as throughput sustains well above historical norms.

Production Overview

Metric

Value

Total Ethanol Produced

429,292 MMBTU

7-Day Rolling Avg.

418,674 MMBTU

2-Year Rolling Avg.

386,525 MMBTU

Utilization Rate

75%

Plant-Level Insights

Top Production Gain (Day-over-Day):
• Horizon Ethanol - Jewell

Top Production Loss (Day-over-Day):
• Plymouth Energy

EIA Weekly Estimate

Week Ending

Estimated Production

6/28/2025

1,093,000 barrels/day

Technicals

Coolidge Report 7-2-25.pdf225.27 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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