- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/29/25
July 31, 2025
Overview
Executive Summary
Ethanol production surged today to 435,946 MMBTU, the highest single-day output in over two months. The uptick lifted utilization to 73%, with POET Shell Rock driving the largest gain and POET Coon Rapids seeing the most pullback.
Despite today’s strength, this volume won’t impact the upcoming EIA print, as Friday remains the cutoff for the weekly survey.
Daily Production Change: +22,540 MMBTU
Largest Increase in Production: POET Biorefining – Shell Rock
Largest Decrease in Production: POET Biorefining – Coon Rapids
Overall Plant Utilization: 73%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s print solidifies a strong start to the new reporting week, pushing the 7-day average further above seasonal norms. Whether or not this trend sustains, the past week's data already locked in our estimate for Wednesday’s EIA report.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 435,946 MMBTU |
7-Day Rolling Avg. | ~418,600 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):
• POET Biorefining – Coon Rapids
EIA Production Estimate
📌 EIA Production Estimate for Report 7/30:
1.081M b/d (unadjusted)
Technicals
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