- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 8/5/25
Executive Summary
Ethanol production ticked higher to 406,407 MMBTU, a moderate gain of just under 1% on the day. Utilization held steady at 69%, while plant-level moves were mixed across the Corn Belt.
Key Metrics
Total MMBTU Produced: 406,407
Day-on-Day Change: +3,805 MMBTU
Largest Increase in Production: Green Plains Obion
Largest Decrease in Production: Horizon Ethanol – Jewell
Overall Plant Utilization: 69%
Plants Above Utilization Average: 35
Plants Below Utilization Average: 30
% of Plants Below 2-Year Avg: 42%
Market Insight
Today’s move brings the 7-day average to 410,660 MMBTU, staying within a tight range that began mid-last week. Green Plains Obion rebounded strongly, reversing prior softness. On the other hand, Horizon Jewell led declines and continues to show underperformance compared to peers.
There were no new revisions to prior MMBTU figures today.
EIA Production Estimate for Report 8/6
We maintain our estimate of 1.083M b/d, calibrated from recent MMBTU data and last week’s confirmed print of 1.096M b/d.
Our recent forecasting remains highly accurate, with last week’s estimate missing by just 1.64%.
Technicals
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Disclaimer
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