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
Weather-driven transportation disruptions can tighten logistics, affect basis levels, and delay grain movement during winter months.
December 19, 2025 12:55 PM
·
USDA Undersecretary Luke Lindberg outlines the Farm Bridge Assistance Program and responds to calls from lawmakers and ag leaders for more assistance and expanded trade opportunities for farmers.
December 19, 2025 12:46 PM
·
Callahan is no stranger to agricultural trade and has been with the U.S. Trade Representative’s office since 2016.
December 19, 2025 11:53 AM
·
Record ethanol production, coupled with stronger demand, supports corn use despite tighter margins elsewhere.
December 18, 2025 02:32 PM
·
A new maritime biofuels coalition aims to position ocean shipping as a significant growth market for U.S. crops and waste-derived fuels.
December 17, 2025 07:00 AM
·
Sponsored
Golden Harvest’s Corn Technical Product Lead, Todd McRoberts, unveils their line of Northern corn hybrids built for resilience and performance in colder climates.
