Ethanol Market Update - 7/3/25

Liquidity Energy, LLC

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Executive Summary

Ethanol production climbed further today to 436,942 MMBTU, the highest daily print since early December. Utilization ticked up to 76%, supported by a sharp gain at Shell Rock, while Coon Rapids slowed slightly.

  • Daily Production Change: +17,390 MMBTU

  • Largest Increase in Production: POET Biorefining - Shell Rock

  • Largest Decrease in Production: POET Biorefining – Coon Rapids

  • Plants Above Utilization Average: 41

  • Plants Below Utilization Average: 24

  • Percent of Plants Below 2-Year Average: 42%

Market Insight

At 436,942 MMBTU, today’s volume is the strongest observed this year. The 7-day rolling average climbs to 423,983 MMBTU, reflecting a solid uptrend heading into the holiday weekend.

Production Overview

Metric

Value

Total Ethanol Produced

436,942 MMBTU

7-Day Rolling Avg.

423,983 MMBTU

2-Year Rolling Avg.

386,525 MMBTU

Utilization Rate

76%

Plant-Level Insights

Top Production Gain (Day-over-Day):
• POET Biorefining - Shell Rock

Top Production Loss (Day-over-Day):
• POET Biorefining – Coon Rapids

Technicals

The Coolidge Report 7-3-25.pdf225.21 KB • PDF File

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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.

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

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