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.
Harvested acres are estimated at 90.0 million, making this year’s corn crop one of the largest since the 1930s.
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China has been largely absent from U.S. markets lately, but not when it comes to cotton. It’s a buy that, traders say, isn’t surprising given China’s limitations.
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U.S. producers are holding off on equipment investments amid financial pressure, market uncertainty, a rising demand for diesel, and growing desperation for trade wins.
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As the White House works to close the trade gap, patience is wearing thin for some lawmakers. Senator Chuck Grassley (R-IA) says farmers are getting backed into a corner.
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With new renewable volume obligations announced this year, the Iowa Soybean Association says they’ll be vital to a farmer’s bottom line.
September 10, 2025 01:19 PM
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The September WASDE report comes out on Friday at Noon ET. As always, we’ll bring you those numbers right here on Market Day Report along with our expert
September 10, 2025 11:44 AM
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