NASHVILLE, Tenn. (RFD-TV) — Ethanol producers saw a noticeable slowdown last week, a signal that fuel demand and blending trends remain uneven heading into winter. The latest EIA data analyzed by the Renewable Fuels Association shows production falling 4.3% to 1.08 million barrels per day — lower than a year ago but still slightly above the three-year average. The four-week production pace held steady at 1.10 million b/d, equal to a 16.9-billion-gallon annualized rate.
Stocks tightened overall, dipping 1.9% to 22.2 million barrels, with inventories shrinking in every region except the East Coast and the Rockies. Gasoline supplied — a key proxy for consumer demand — rose to a 10-week high of 9.03 million b/d, though still trailing last year by nearly 4%. Meanwhile, refiner-blender net inputs of ethanol slipped 1.0% to a five-week low, marking slightly weaker domestic blending activity.
Exports were the week’s standout, jumping nearly 47% to an estimated 157,000 b/d — the strongest signal of external demand and the highest in more than a year. With no recent imports reported, the export bump helped offset softer domestic movement.
Farm-Level Takeaway: Ethanol markets remain mixed — weaker production and blend rates are being partially balanced by stronger exports as winter demand patterns take shape.
Tony St. James, RFD-TV Markets Specialist
According to Ag Secretary Brooke Rollins, the top three soy-crushing companies in Bangladesh agreed to buy $1 billion worth of U.S. soybeans over the next year.
November 04, 2025 11:17 AM
·
A strong corn export pull is supportive of bids; soybeans need steady vessel programs or fresh sales to firm cash.
November 04, 2025 10:47 AM
·
November 03, 2025 01:29 PM
China’s crusher losses and Brazil tensions, Gale warns, could reopen critical soybean trade channels for U.S. producers.
November 03, 2025 11:13 AM
·
Persistently low Mississippi River levels are turning logistics challenges into pricing risks — tightening margins for grain producers and exporters across the heartland.
November 03, 2025 10:20 AM
·
A rescheduled WASDE, China’s soybean squeeze, barge bottlenecks, and premium beef demand all collide this week — with cash decisions, basis, and risk plans on the line.
November 03, 2025 09:23 AM
·
High milk production and soft retail demand are squeezing prices and margins — making careful feed and risk management essential through year-end.
November 01, 2025 06:54 AM
·
U.S. Rep. Dusty Johnson (R-SD) shares his outlook on the developing U.S.-China Trade agreement, and the ongoing impact of the federal government shutdown—now stretching past four weeks—on rural communities and producers.
October 31, 2025 01:35 PM
·
RealAg Radio host Shaun Haney joined us on Friday’s Market Day Report to discuss what the Carney-Xi meeting could mean for Canadian producers.
October 31, 2025 01:29 PM
·
