NASHVILLE, Tenn. (RFD-TV) — Ethanol production edged up to a five-week high as harvest advances. EIA data analyzed by the Renewable Fuels Association show output at 1.07 million barrels per day (b/d) — about 45.11 million gallons/day — up 0.3 percent week over week, 3.1 percentcent above last year, and 4.2 percent over the three-year average. The four-week average eased 0.5 percent to 1.04 million b/d, an annualized pace of 16.00 billion gallons.
Inventories slipped 0.4 percent to 22.6 million barrels, yet remained 1.6 percent above a year ago and 4.1 percent over the three-year average. Stocks declined everywhere except the East Coast (PADD 1) and Rocky Mountains (PADD 4). Gasoline supplied — a demand proxy — fell 5.2 percent to 8.46 million barrels per day (b/d) (a 19-week low, ~129.97 bg annualized), 1.9 percent under last year and 3.3% below the three-year average.
Refiner/blender net inputs of ethanol rose 2.6 percent to 915,000 barrels per day (b/d) (~14.07 bg annualized), 0.3 percent above last year and 0.4 percent over the three-year average. Exports eased 21.7 percent to an estimated 108,000 b/d (~4.5 million gal/day). EIA has shown no imports for over a year.
Farm-Level Takeaway: Slightly higher output amid softer gasoline pull points to steady corn grind — watch regional stocks and export pace for basis clues.
Tony St. James, RFD-TV Markets Expert
Strong demand supports sweet potatoes, but grading challenges and rising costs weigh on returns for Southeastern growers.
December 02, 2025 06:17 AM
·
Pressure on grain storage capacity and stronger export positioning are pushing more grain onto railroads, highways, and river systems as logistics become a key bottleneck this fall.
December 01, 2025 05:09 PM
·
The Cotton-4 are pushing hard for new value chain investments. Still, many U.S. cotton producers face unsustainable losses, and weakened regional textile capacity threatens the survival of the Carolina “dirt-to-shirt” supply chain.
December 01, 2025 05:03 PM
·
Late harvest and tight supplies shape crop progress and agribusiness this week. Here is a regional snapshot of harvest pace, crop conditions, logistics, and livestock economics across U.S. agriculture for the week of Dec. 1, 2025.
December 01, 2025 04:22 PM
·
Tryston Beyrer, Crop Nutrition Lead at The Mosaic Company, examines planning trends as producers weigh corn and soybean plantings for 2026.
December 01, 2025 03:27 PM
·
Brooks York with AgriSompo joins us to offer an update on what agents are prioritizing as the calendar year winds down.
December 01, 2025 03:06 PM
·
The newly elected Executive Vice President of the Tennessee Cattlemen’s Association (TCA), Dale Parker, joins us on-set to share his vision for his state’s cattle industry.
December 01, 2025 02:47 PM
·
Despite the need for swift action, many ag lawmakers and industry groups argue that farm aid alone will likely not be sufficient to help farmers without improved trade relations with China.
December 01, 2025 12:21 PM
·
SDRP Stage 2 now helps producers recover shallow, uninsured losses from major 2023–2024 disasters, with streamlined sign-ups open through April 30.
December 01, 2025 11:16 AM
·
