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
Productivity gains are supporting supply despite limited herd expansion.
March 26, 2026 03:23 PM
·
Elena Chavez with Halter provided insight into the company’s virtual fencing technology, its adoption in the U.S., and the impact of recent funding on ranching operations.
March 26, 2026 03:21 PM
·
Brooks York with AgriSompo addresses how current market conditions and risk management are impacted by volatility in the Middle East, and considerations for farmers in the spring planting season.
March 26, 2026 02:57 PM
·
RFA and ACE leaders join us to discuss the latest developments in ethanol policy, market impacts, and the path forward
March 26, 2026 11:49 AM
·
For agriculture, the meeting is seen as a potential turning point, with markets watching closely for any signals on trade, exports, and future purchasing commitments.
March 26, 2026 11:16 AM
·
Tight red meat supplies continue supporting livestock markets.
March 26, 2026 10:50 AM
·
