- Liquidity Energy Ethanol Report
- Posts
- Ethanol Market Update - 7/25/25
July 31, 2025
Overview
Executive Summary
Production rose to 427,049 MMBTU, marking a second consecutive day of strength and pushing output to the highest level since early May. Utilization climbed to 73%, led by Shell Rock, while Show Me Ethanol posted the largest pullback.
Daily Production Change: +9,572 MMBTU
Largest Increase in Production: POET Biorefining – Shell Rock
Largest Decrease in Production: Show Me Ethanol
Overall Plant Utilization: 73%
Plants Above Utilization Average: 39
Plants Below Utilization Average: 26
Percent of Plants Below 2-Year Average: 42%
Market Insight
Back-to-back strong sessions this week have pushed daily ethanol production to a new summer high. With blending expected to stay firm and no major plant outages reported, next week’s EIA number could reflect another leg higher unless exports surprise to the downside.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 427,049 MMBTU |
7-Day Rolling Avg. | ~417,100 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 73% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining – Shell Rock
Top Production Loss (Day-over-Day):
• Show Me Ethanol
EIA Outlook
We’ll issue our EIA Production Estimate for the 7/31 report on Monday, July 29.
Stay tuned — recent strength may push our next estimate higher.
Technicals
Enjoyed this article?
Subscribe to never miss an issue. Daily updates provide a comprehensive analysis of both the fundamentals and technical factors driving energy markets.
Click below to view our other newsletters on our website:
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
Reply