NASHVILLE, Tenn. (RFD NEWS) — U.S. ethanol production eased slightly late last week, but demand indicators strengthened, offering support for corn-based biofuels as winter fuel consumption rebounded. New EIA data analyzed by the Renewable Fuels Association show ethanol markets entering late January with mixed supply signals but improving usage.
Ethanol production for the week ending January 23 declined 0.4 percent to 1.11 million barrels per day, or roughly 46.8 million gallons per day. Despite the weekly dip, output remained nearly 10 percent higher than the same week last year and more than 10 percent above the three-year average. The four-week average production rate edged marginally lower to an annualized pace of 17.40 billion gallons, signaling plants continue to run well above historical norms.
Ethanol inventories tightened modestly. Stocks fell 1.3 percent to 25.4 million barrels, slightly below year-ago levels but still above the three-year average. Inventory builds in the Midwest were offset by draws in other regions.
Demand showed notable improvement. Gasoline supplied rebounded nearly 12 percent ahead of a winter storm, while ethanol blending increased more than 3 percent. Exports declined sharply week to week but remain historically strong.
As domestic production and blending slowed, export demand remained a clear bright spot.
January 11, 2026 12:00 PM
·
Expanding chicken supplies are likely to keep prices under pressure in early 2026 despite steady demand growth.
January 09, 2026 11:00 AM
·
Reduced winter placements indicate tighter fed cattle supplies and greater leverage during peak-demand months.
January 09, 2026 06:00 AM
·
Higher ethanol blend rates translate directly into stronger, more durable corn demand if regulatory momentum holds.
January 07, 2026 10:06 AM
·
Long-term demand uncertainty is reshaping specialty crop strategies as producers adapt to fewer, older consumers.
January 07, 2026 08:01 AM
·
Strong export demand supports feed grain prices, but drought risk and seasonal patterns favor disciplined early-year marketing.
January 06, 2026 02:46 PM
·
Corn export strength remains a key demand anchor, while China’s continued involvement in soybeans and sorghum bears close watching for price direction.
January 06, 2026 01:12 PM
·
Strong crush demand and rising ethanol production are pressuring feedstocks, as traders monitor storage risks and supply chain uncertainty and await the upcoming January WASDE report.
January 06, 2026 01:04 PM
·
Preserving equity through active risk management remains critical in a volatile, supply-driven market.
January 06, 2026 06:00 AM
·
