Ethanol Market Update - 7/21/25

Liquidity Energy, LLC

July 31, 2025

Overview

Executive Summary

Production opened the week steady at 407,510 MMBTU, with utilization unchanged at 70%. Marquis Energy – Wisconsin posted the largest decline, while Green Plains Superior led today’s gains.

  • Daily Production Change: –2,713 MMBTU

  • Largest Increase in Production: Green Plains – Superior

  • Largest Decrease in Production: Marquis Energy – Wisconsin

  • Overall Utilization: 70%

  • Plants Above Utilization Average: 38

  • Plants Below Utilization Average: 27

  • Percent Below 2-Year Average: 42%

Market Insight

Output remains stable heading into late July, with MMBTU levels maintaining a tight band near 410,000. The trend is reflective of sustained operating discipline and seasonal blend demand.

With weekly totals now in, our model generates an EIA estimate of 1.078 million b/d for the week ending 7/19, just slightly under last week’s 1.087 million actual.

Production Overview

Metric

Value

Total Ethanol Produced

407,510 MMBTU

7-Day Rolling Avg.

~407,000 MMBTU

2-Year Rolling Avg.

386,525 MMBTU

Utilization Rate

70%

Plant-Level Insights

Top Production Gain (Day-over-Day):
• Green Plains – Superior

Top Production Loss (Day-over-Day):
• Marquis Energy – Wisconsin

EIA Weekly Estimate

Week Ending

Estimated Production

Prior Actual

Miss Last Week

7/19/2025

1.078M b/d

(Pending)

–1.56% (last wk)

Technicals

Coolidge Report 7-21.pdf228.23 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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