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
Market analyst Kevin Huddleston said news of trade deals could rebound cotton prices in late fall, and producers need to be ready to strike deals.
October 07, 2025 02:05 PM
·
Lewis Williamson, from HTS Commodities, joined us to share insights on the farm economy from producers in the field.
October 07, 2025 12:47 PM
·
Harvest Builds As Logistics And Input Costs Shape Fall Decisions
October 06, 2025 02:44 PM
·
Despite tariffs having a less significant impact on exports, corn producers struggle with tariff-related increases on inputs, which complicates their bottom line.
October 06, 2025 01:13 PM
·
Jack Daniel’s will end its Cow Feeder Program, which served around 100 livestock operations near the distillery, and redirect spent grains to its anaerobic digester.
October 06, 2025 12:33 PM
·
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
·
