- Liquidity Energy Ethanol Report
- Posts
- Ethanol Market Update - 7/31/25
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August 1, 2025
Overview
Executive Summary
Ethanol production eased slightly today, with overall utilization holding firm at 66%. Tuesday’s data was revised higher, softening the previous day’s dip. The EIA report released yesterday showed production at 1.096M b/d — our estimate of 1.078M b/d came within 1.64% of the final figure.
Total MMBTU Produced: 393,428
Daily Production Change: –1,726 MMBTU
Largest Increase in Production: Chief Ethanol Fuels – Hastings
Largest Decrease in Production: Valero – Albion
Overall Plant Utilization: 66%
Plants Above Utilization Average: 34
Plants Below Utilization Average: 31
Percent of Plants Below 2-Year Average: 45%
Market Insight
The minor dip today comes on the heels of a small upward revision to Tuesday’s reported output (now at 395,154 MMBTU). While production has softened from mid-July highs, the 7-day average continues to hold in line with seasonal expectations.
Our estimate for this week’s EIA number was 1.078M b/d, just 1.64% below the official print of 1.096M b/d — extending our multi-week streak of strong predictive accuracy.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 393,428 MMBTU |
7-Day Rolling Avg. | ~404,000 MMBTU |
2-Year Rolling Avg. | ~386,525 MMBTU |
Utilization Rate | 66% |
Plant-Level Highlights
Top Gain: Chief – Hastings
Top Decline: Valero – Albion
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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