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.
A weaker dollar supports export demand and may strengthen crop prices.
February 19, 2026 06:00 AM
·
Smaller supplies could support cotton prices despite weak demand.
February 18, 2026 04:18 PM
·
Biofuel and corn producers await proposal as Renewable Fuels Association pushes for expanded ethanol access.
February 18, 2026 12:53 PM
·
Strong corn exports support prices while soybeans lag yearly pace. However, large carryover stocks limit upside despite solid yields.
February 18, 2026 12:41 PM
·
Weskan Grain CEO Will Bramblett discusses the antitrust lawsuit filed by grain farmers and agribusinesses, and its potential implications on rail competition and market access.
February 17, 2026 01:41 PM
·
RealAg Radio host Shaun Haney shares insight into Canada’s trade push in Mexico and what it could signal for agriculture and the USMCA moving forward.
February 17, 2026 01:23 PM
·
