NASHVILLE, Tenn. (RFD-TV) — U.S. ethanol production jumped to 1.07 million barrels per day—about 45 million gallons daily—running ahead of last year and the three-year average according to the U.S. Energy Information Administration. Even so, the four-week average eased a touch, a reminder that plants are still pacing margins.
Inventories held essentially flat at 22.7 million barrels, with most regions drawing down while the West Coast built supplies to a 25-week high. Gasoline supplied—a proxy for driver demand—rebounded week over week, supporting blending, but remains below last year.
Refiners and blenders pulled in slightly less ethanol on the week, yet exports were the standout, surging to an estimated 138,000 barrels per day and helping move product with no imports reported in more than a year. Net result: more output, steady stocks, and stronger exports point to firmer plant demand into fall. Stronger plant runs are good news for corn demand and local basis.
Farm-Level Takeaway: Expect a steady corn grind and selective basis strength where exports and local blending stay active.
Logistics remain firm, but freight costs continue to rise.
March 07, 2026 06:00 AM
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Strong corn demand and cotton shipments support export outlook.
March 07, 2026 05:00 AM
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Fertilizer investigation may impact input costs and margins.
March 06, 2026 02:19 PM
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The American Coalition for Ethanol reacts as the Farm Bill heads to a full House vote — while ethanol expansion, including year-round E15, is left out — as well as the USDA’s pursuit of global markets for ethanol.
March 06, 2026 01:45 PM
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Big oils-and-fats volumes can support crush demand, but fuel markets can quickly tighten supplies.
March 06, 2026 12:57 PM
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Mexican livestock officials are emphasizing surveillance and inspection systems to preserve access to the U.S. cattle export market. Texas’ Bovina Feeders explains the rising stakes as the border stays closed.
March 06, 2026 11:32 AM
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