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.
Louisiana State University Professor Shelly Pate Kerns says a late freeze forced widespread replanting of some crops across the state.
April 21, 2026 03:37 PM
·
Rep. Dusty Johnson of South Dakota joined us to discuss rising input costs, proposed fertilizer legislation, and potential support for farmers navigating tight margins.
April 21, 2026 12:39 PM
·
Lewis Williamson with HTS Commodities joined us to discuss the latest crop progress report and how market uncertainty and input costs are shaping planting decisions this spring.
April 21, 2026 12:00 PM
·
Shifts in energy demand will influence fuel, fertilizer, and input costs.
April 21, 2026 08:00 AM
·
Summer fuel rules cap ethanol demand and limit corn upside.
April 21, 2026 07:00 AM
·
Jarrod Hardke with the University of Arkansas break down extreme drought conditions, shifting planting decisions, and the impact of rising input costs on Arkansas agriculture this season.
April 20, 2026 04:32 PM
·
