- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 8/4/25
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Executive Summary
Ethanol production opened the week strong, climbing to 422,506 MMBTU. That marks the second consecutive day above 420,000, solidifying a firm base after last week’s volatility. Utilization held at 73%, reflecting broad plant strength.
Key Metrics
Total MMBTU Produced: 422,506
Day-on-Day Change: +11,871 MMBTU
Largest Decrease: Marquis Energy – Wisconsin
Largest Increase: POET Bioprocessing – Hanlontown
Overall Plant Utilization: 73%
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
% of Plants Below 2-Year Avg: ~42%
Market Insight
The move higher today keeps the 7-day average near recent highs. POET Hanlontown stood out on the upside, while Marquis Wisconsin showed a pullback after strong late-week output.
No major revisions were noted today to previous day values, but Thursday’s figure (7/31) remains revised lower to 379,522 MMBTU from original reports near 393k.
We are maintaining our EIA production estimate at 1.083M b/d for the upcoming report (Wednesday 8/7). Our last estimate was off by just 1.64% vs the final print of 1.096M.
EIA Production Estimate for Report date 8/6
Estimate: 1.083M b/d (unadjusted)
Last Week’s Miss: 1.64% under
Technicals
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