Ethanol Market Update - 7/7/25

Liquidity Energy, LLC

Executive Summary

Ethanol production declined slightly today to 413,085 MMBTU, following the strongest week of the year. Utilization eased to 73%, with weakness led by Marquis Wisconsin.

  • Daily Production Change: –3,322 MMBTU

  • Largest Increase in Production: Green Plains Madison LLC

  • Largest Decrease in Production: Marquis Energy - Wisconsin

  • Plants Above Utilization Average: 36

  • Plants Below Utilization Average: 29

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

Market Insight

Despite the pullback to 413,085 MMBTU, the 7-day average remains high at 416,397 MMBTU. Strong output last week kept average utilization elevated, with early July tracking above trend.

Production Overview

Metric

Value

Total Ethanol Produced

413,085 MMBTU

7-Day Rolling Avg.

416,397 MMBTU

2-Year Rolling Avg.

386,525 MMBTU

Utilization Rate

73%

Plant-Level Insights

Top Production Gain (Day-over-Day):
• Green Plains Madison LLC

Top Production Loss (Day-over-Day):
• Marquis Energy - Wisconsin

EIA Weekly Estimate

Week Ending

Estimated Production

Adjustment Basis

7/5/2025

1,076,000 barrels/day

Based on prior week’s –2.71% error

Technicals

Coolidge report 7-7.pdf228.28 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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