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
Rep. Randy Feenstra, R-IA, details how the “One, Big, Beautiful Bill” Act (OBBBA) supports farmers, biofuels, and rural communities with tax breaks, crop insurance relief, and ag infrastructure.
December 23, 2025 02:01 PM
·
RealAg Radio host Shaun Haney explains why the 2026 USMCA review could directly affect dairy access, produce competition, and export reliability for U.S. farmers and ranchers.
December 23, 2025 01:04 PM
·
Smaller U.S. production and steady global demand could provide better pricing opportunities in 2026.
December 23, 2025 12:12 PM
·
More than 1,100 residents and farmers have signed a letter urging Ag Secretary Brooke Rollins to step in, saying the proposal threatens irrigation supplies and long-term farm viability in the region.
December 23, 2025 11:37 AM
·
Higher yields are cushioning lower acreage, but reduced production could support firmer potato prices into 2026.
December 23, 2025 11:22 AM
·
With record grain harvests and rising global ethanol demand, leaders across the ag and energy sectors are pushing for year-round E15 sales to mitigate the strain on grain trade.
December 22, 2025 02:45 PM
·
