NASHVILLE, Tenn. (RFD NEWS) — Ethanol markets showed stronger fuel demand this week, providing support for corn use even as longer-term production growth slowed slightly.
Data from the Energy Information Administration analyzed by the Renewable Fuels Association shows U.S. ethanol production rose 0.7 percent to 1.12 million barrels per day — about 46.96 million gallons daily. Output ran 3.1 percent above last year and nearly 5 percent above the three-year average. However, the four-week average slipped to 1.07 million barrels per day, equal to 16.51 billion gallons annually, signaling plants are not accelerating run rates aggressively yet.
Farm-Level Takeaway: Stronger fuel demand supports corn usage despite a steady production pace.
Tony St. James, RFD NEWS Markets Specialist
Gasoline demand jumped 5.4 percent to 8.75 million barrels per day — a key indicator of blending demand. Refiner and blender ethanol use increased 3 percent, and exports surged 29 percent to 177,000 barrels per day. Those gains point to improving domestic and foreign fuel consumption.
Ethanol inventories climbed 1.4 percent to 25.6 million barrels, though stocks remain below year-ago levels.
China-led demand continues to anchor soybean and sorghum exports despite weekly swings.
February 04, 2026 06:00 AM
·
Shrinking slaughter capacity may delay heifer retention, complicating herd rebuilding plans.
February 03, 2026 02:26 PM
·
RealAg Radio host Shaun Haney says farmers there are already sounding the alarm about what this could mean for the future of ag research.
February 03, 2026 01:03 PM
·
February 03, 2026 12:58 PM
Global pork production is expected to rise in the first half of 2026, despite trade volatility stemming from shifting import policies and swine disease pressures.
February 03, 2026 12:50 PM
·
Clearer 45Z rules favor U.S. oilseeds, but final RFS volumes remain critical to locking in demand.
February 03, 2026 12:39 PM
·
Even small declines in the calf crop translate into sustained supply pressure, supporting cattle prices over multiple years.
February 03, 2026 12:22 PM
·
Economists are also closely watching how policy decisions in Washington could influence markets moving forward. Analysts say deferred futures for corn, soybeans, and wheat suggest markets are operating near break-even levels, not at prices that would encourage expanded production.
February 02, 2026 12:13 PM
·
Winter Weather And Markets Reshape Agriculture Nationwide This Week
February 02, 2026 12:04 PM
·