Ethanol Production Climbs As Demand Strengthens, Exports Fall

Strong ethanol output supports corn demand despite export weakness.

Ethanol gasoline fuel nozzle and corn kernels. Biofuel, agriculture and fuel price concept

JJ Gouin - stock.adobe.com

LUBBOCK, TEXAS (RFD NEWS) — Ethanol production increased last week, providing support to corn demand even as export activity dropped sharply, according to EIA data analyzed by the Renewable Fuels Association.

Production rose 0.4 percent to 1.12 million barrels per day, a five-week high and more than 10 percent above year-ago levels. The four-week average also climbed, putting output on pace for more than 17 billion gallons annually. Strong production levels continue to reinforce domestic corn usage tied to ethanol demand.

Gasoline demand — a key driver for ethanol blending — jumped 6.1 percent to a five-week high, running well above both last year and the three-year average. That strength is helping support the ethanol market despite mixed signals elsewhere.

However, ethanol exports fell sharply, dropping more than 60 percent on the week. At the same time, refiner and blender inputs declined to a six-week low, suggesting some near-term softness in blending activity.

Ethanol stocks increased 2.5 percent, with builds concentrated along the East and Gulf Coasts, adding to available supply.

Farm-Level Takeaway: Strong ethanol output supports corn demand despite export weakness.
Tony St. James, RFD NEWS Markets Specialist
Related Stories
Restored base acres strengthen cotton risk protection.
Agriculture Freedom Zones reflect rising concern that data center growth must not strain rural grids or displace productive farmland.
Record Choice grading levels are changing how beef quality premiums are valued.
The closure of Lubbock Feeders highlights mounting pressure on the U.S. cattle supply, according to the Texas Cattle Feeders Association, as border restrictions and costs strain feedyards.
From projected drops in input costs to biofuel expansion and the USDA’s new “One Farmer, One File” initiative, Ag Secretary Brooke Rollins shared key policy priorities at Commodity Classic that put farm issues back in the spotlight.
U.S.-Mexico agricultural trade faces uncertainty in 2026 as tariffs and cartel violence threaten farmers and ranchers. Congressman Henry Cuellar and Texas leaders weigh in on impacts and risks.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

The debate now matters as much as the policy — market rules and regulatory clarity depend on whether Congress can finish the bill this year.
Domestic beef demand remains solid, with the strongest growth occurring through retail channels, according to consumers surveyed in the latest K-State Meat Demand Monitor.
Stronger fuel demand supports corn usage despite a steady production pace.
Fertilizer still consumes an unusually large share of crop value.
Pollination costs remain volatile, raising planning risk for specialty crop producers.
The USDA Agricultural Outlook Forum highlights modest price support from tighter supplies across cotton, grains, dairy, livestock, and sugar into 2026.
Agriculture Shows
Hosted by Scott “The Cow Guy” Shellady and RFD News Markets Specialist Tony St. James, Commodity Talk delivers expert insight into the day’s ag commodity markets just before the CME opens. Only on RFD-TV and Rural Radio SiriusXM Channel 147.
A look at the news, weather and commodities headlines that drove agriculture markets in the past week.
Everything profits from prairie. Soil, air, water — and all kinds of life! Learn how you can improve your land with prairie restoration, cover crops and prairie strips, while growing your bottom line.
Special 3-part series tells the story of the Claas family’s legacy, which changed agriculture forever.