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.
Southern producers head into 2026 with thin margins, tighter credit, and rising agronomic risks despite scattered yield improvements.
December 08, 2025 12:04 PM
·
Record yields and exceptionally low BCFM strengthen U.S. corn’s competitive position in global markets.
December 08, 2025 12:00 PM
·
Water access—not acreage alone—is driving where irrigation expands or contracts.
December 07, 2025 12:00 PM
·
Credit stress is building for row-crop farms despite steady land values and slight price improvements.
December 06, 2025 03:00 PM
·
Mike Steenhoek, with the Soy Transportation Commission, shares his outlook on current grain stocks and transportation lines amid bumper crops filling bins across the United States.
December 05, 2025 02:18 PM
·
American soybean and corn leaders, along with Canada’s AgriFood sector, testified before the U.S. Trade Representative’s Office in support of the trade pact between the U.S., Mexico, and Canada.
December 05, 2025 12:29 PM
·
Higher ocean freight raises export costs just as global grain competition intensifies.
December 04, 2025 02:50 PM
·
Strong plant output and rising exports contrast with softer domestic blending demand, suggesting margins are poised for volatility.
December 04, 2025 10:43 AM
·
Milk output is rising, but steep drops in Class I–IV prices are tightening margins heading into 2026.
December 04, 2025 07:00 AM
·
