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.
CoBank Lead Grains Economist Tanner Ehmke joins us to share insight and concerns over current grain storage capacity as export demand lags.
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As the government shutdown pushes the farm economy closer to the brink, Sens. Grassley and Ernst of Iowa are raising their voices for agriculture.
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Jed Bower, the incoming president of the National Corn Growers Association, joined us for his sector’s perspective on the ongoing government shutdown.
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Treasury Secretary Scott Bessent last week said an announcement would be made on Tuesday. However, that self-imposed deadline has now passed.
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Plan for a cooler global trade market in 2026 with tighter margins on exports, potential rate shifts, and premiums for reliable deliveries into Asian and African growth markets.
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George Baird, with the American Society of Farm Managers and Rural Appraisers (ASFMRA), joins us with updates on how this year’s rice harvest is shaping up.
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Expect firm demand for dependable HRS and SW, steady movement in HRW, more sorting on SRW, and selective bids on durum until full milling results are released.
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