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.
New U.S. fees on Chinese-owned and built ships took effect overnight, marking the latest escalation in maritime trade tensions between Washington and Beijing.
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President Trump is expected to press Argentina to take a tougher stance on China in exchange for political and economic support.
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Treat storage as risk management and logistics, and budget to break even since export growth is unlikely to absorb bigger U.S. corn and soybean crops.
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“Good flies? Is that like a good fire ant?” Miller said. “I don’t know what a good fly is. I don’t know if they’re afraid to kill house flies or stable flies, but I’m ready to kill the screwworm fly.”
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Better yield measurement means fairer grids, more precise breeding targets, and more dollars for truly efficient cattle.
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Escalating U.S.–China tensions threaten soybean demand as farm finances are stretched further.
October 13, 2025 10:40 AM
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Rex Gray, Corn Product Manager for Golden Harvest, discusses how the company works side-by-side with farmers to develop strong-performing hybrids built to fit their acres.
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ock NH3 early, track China’s Oct. 15 call and any U.S. Russia-UAN action, stay nimble on urea, and budget cautiously for high-priced phosphate.
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Expect business-as-usual for most container exports.
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