- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/23/25
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July 31, 2025
Overview
Executive Summary
Production ticked slightly higher today to 412,778 MMBTU, marking the strongest print since July 1st. Utilization improved to 72%, led by a rebound at POET Coon Rapids, while Red Trail Energy saw the biggest single-day pullback.
Daily Production Change: +927 MMBTU
Largest Increase in Production: POET Biorefining – Coon Rapids
Largest Decrease in Production: Red Trail Energy LLC
Overall Plant Utilization: 72%
Plants Above Utilization Average: 35
Plants Below Utilization Average: 30
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s uptick builds on a solid start to the week and brings output back near early July highs. If this strength holds through midweek, it could firm spot prices further and boost confidence ahead of next week's EIA report.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 412,778 MMBTU |
7-Day Rolling Avg. | ~408,700 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 72% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining – Coon Rapids
Top Production Loss (Day-over-Day):
• Red Trail Energy LLC
EIA Production Estimate – Report Date: 7/23
Estimate: 1.078M b/d (issued Monday)
Technicals
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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.
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