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
October 06, 2025 12:11 PM
“A government shutdown impacts all Americans and has serious consequences, including for farmers. It just adds additional uncertainty, disrupts critical services.”
October 06, 2025 11:23 AM
·
Agricultural exports continue to be a key contributor to rural employment. However, rural businesses still struggle to fill numerous job openings.
October 06, 2025 10:46 AM
·
Consumer demand for regional food systems is strong, but the challenge lies in scaling production and infrastructure to meet that growing need.
October 03, 2025 02:57 PM
·
Dave Kestel, a farmer from Will County and member of the Illinois Farm Bureau, joins us to share a boots-on-the-ground update on the 2025 corn harvest.
October 03, 2025 02:30 PM
·
American Coalition for Ethanol’s Ron Lamberty shares the significance of California’s approval, opening up the country’s largest gasoline market to a cleaner-burning, often lower-cost fuel option.
October 03, 2025 01:12 PM
·
University of Illinois Ag Economist Gary Schnitker says early projections indicate soybeans will be more profitable than corn in 2026.
October 03, 2025 11:53 AM
·
Approximately 42,000 birds were affected in the outbreak, officials said.
October 03, 2025 10:50 AM
·
October 02, 2025 12:59 PM
·
