- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/24/25
July 31, 2025
Overview
Executive Summary
Production rose sharply to 424,843 MMBTU, the highest daily output since May. Utilization climbed to 72%, led by a strong gain at POET Shell Rock. Marquis Energy – Wisconsin saw the steepest decline.
Daily Production Change: +10,391 MMBTU
Largest Increase in Production: POET Biorefining – Shell Rock
Largest Decrease in Production: Marquis Energy – Wisconsin
Overall Plant Utilization: 72%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s print marks a fresh multi-month high in output, signaling increased confidence or stronger grind rates heading into August. With yesterday’s EIA number landing spot-on at 1.078M b/d, the model continues to hold strong. If production stays elevated, next week’s EIA number could begin to climb again.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 424,843 MMBTU |
7-Day Rolling Avg. | ~414,400 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 72% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining – Shell Rock
Top Production Loss (Day-over-Day):
• Marquis Energy – Wisconsin
EIA Production Recap
Latest EIA Report (7/23): 1.078M b/d
Our Estimate: 1.078M b/d ✅
Accuracy: Perfect match — model remains calibrated
Technicals
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