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
Better yield measurement means fairer grids, more precise breeding targets, and more dollars for truly efficient cattle.
October 13, 2025 10:45 AM
·
Escalating U.S.–China tensions threaten soybean demand as farm finances are stretched further.
October 13, 2025 10:40 AM
·
Expect a steady corn grind and selective basis strength where exports and local blending stay active.
October 09, 2025 05:10 PM
·
ock NH3 early, track China’s Oct. 15 call and any U.S. Russia-UAN action, stay nimble on urea, and budget cautiously for high-priced phosphate.
October 09, 2025 05:06 PM
·
Expect business-as-usual for most container exports.
October 09, 2025 05:04 PM
·
CoBank Lead Grains Economist Tanner Ehmke joins us to share insight and concerns over current grain storage capacity as export demand lags.
October 09, 2025 01:36 PM
·
Farm CPA Paul Neiffer shares his perspective on the uncertain outlook of federal farm relief and the Farm Bill, which may not materialize until the government shutdown ends.
October 09, 2025 01:29 PM
·
As the government shutdown pushes the farm economy closer to the brink, Sens. Grassley and Ernst of Iowa are raising their voices for agriculture.
October 09, 2025 11:50 AM
·
October 09, 2025 11:36 AM
·
