- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/8/25
Overview
Executive Summary
Ethanol production declined sharply today to 397,168 MMBTU, breaking below the 400k mark for the first time in over a week. Utilization fell to 69%, with a broad pullback across Iowa and Nebraska.
Daily Production Change: –16,073 MMBTU
Largest Increase in Production: POET Bioprocessing – Arthur
Largest Decrease in Production: Green Plains Fairmont
Plants Above Utilization Average: 35
Plants Below Utilization Average: 30
Percent of Plants Below 2-Year Average: 42%
Market Insight
Today’s weakness marked a shift from last week’s strength. With Monday’s production at 413,085 MMBTU and today falling further, the early trend for the week ending 7/12 is leaning softer. However, the 7-day average remains robust at 415,009 MMBTU, buoyed by the strong close to last week.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 397,168 MMBTU |
7-Day Rolling Avg. | 415,009 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 69% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Bioprocessing – Arthur
Top Production Loss (Day-over-Day):
• Green Plains Fairmont
EIA Weekly Estimate
Week Ending | Estimated Production | Adjustment Basis |
|---|---|---|
7/5/2025 | 1,076,000 barrels/day | Based on high daily MMBTU totals from 7/1–7/6, using 394.5 MMBTU/kbbl |
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.
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