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.
Cattle markets are watching the Cattle-on-Feed Report for signs of tighter supplies, while USMEF warns limited China access is cutting producer profits.
December 19, 2025 01:05 PM
·
Weather-driven transportation disruptions can tighten logistics, affect basis levels, and delay grain movement during winter months.
December 19, 2025 12:55 PM
·
USDA Undersecretary Luke Lindberg outlines the Farm Bridge Assistance Program and responds to calls from lawmakers and ag leaders for more assistance and expanded trade opportunities for farmers.
December 19, 2025 12:46 PM
·
Callahan is no stranger to agricultural trade and has been with the U.S. Trade Representative’s office since 2016.
December 19, 2025 11:53 AM
·
Record ethanol production, coupled with stronger demand, supports corn use despite tighter margins elsewhere.
December 18, 2025 02:32 PM
·
A new maritime biofuels coalition aims to position ocean shipping as a significant growth market for U.S. crops and waste-derived fuels.
December 17, 2025 07:00 AM
·
Sponsored
Golden Harvest’s Corn Technical Product Lead, Todd McRoberts, unveils their line of Northern corn hybrids built for resilience and performance in colder climates.
Transportation access, legal disputes, and fertilizer freight costs will directly influence input pricing and grain movement in 2026.
December 16, 2025 01:37 PM
·
Despite China’s sharp drop in grain purchases this year, new USDA export data this week shows that even some buying activity from the trade giant still moves the markets.
December 16, 2025 12:20 PM
·
