- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/22/25
July 31, 2025
Overview
Executive Summary
Production slipped slightly to 403,540 MMBTU today. Utilization dipped back to 69%, with Menlo posting the sharpest loss and Green Plains Madison leading gains. Overall, the market continues to track within expected summer ranges.
Daily Production Change: –1,721 MMBTU
Largest Increase in Production: Green Plains – Madison LLC
Largest Decrease in Production: POET Biorefining – Menlo
Overall Plant Utilization: 69%
Plants Above Utilization Average: 39
Plants Below Utilization Average: 26
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s print marks the second small decline in a row, bringing the 7-day average closer to 406,000 MMBTU. While the decline is modest, we’ll be watching the midweek prints for signs of deeper pullback or stabilization ahead of Wednesday’s EIA report.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 403,540 MMBTU |
7-Day Rolling Avg. | ~406,200 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 69% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• Green Plains – Madison LLC
Top Production Loss (Day-over-Day):
• POET Biorefining – Menlo
EIA Production Estimate – Report Date: 7/23
Estimate: 1.078M b/d
As confirmed on Monday, this value will be held steady and not revised.
Last week's actual: 1.087M b/d
Our model remains within 1.5% tracking range.
Technicals
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Disclaimer
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