LUBBOCK, Texas (RFD News) — U.S. ethanol production fell 2.0 percent during the week ending September 25, slipping to 1.01 million barrels per day, or 42.29 million gallons daily. The Renewable Fuels Association says that was the lowest weekly production level since late January.
Output remained 1.2 percent above the same week last year and 3.0 percent above the five-year average. The four-week average declined 2.4 percent to 1.06 million barrels per day, equivalent to an annualized 16.26 billion gallons.
Ethanol stocks dropped 3.3 percent to 23.9 million barrels, the lowest level since the start of 2026. Inventories were still 4.8 percent above a year ago and 8.8 percent above the five-year average.
Gasoline supplied fell 1.8 percent to 8.69 million barrels per day. Refiner and blender ethanol inputs rose 0.8 percent to 914,000 barrels per day, a four-week high.
Ethanol exports increased 16.4 percent to 142,000 barrels per day, or about 6.0 million gallons daily, while EIA reported no ethanol imports.
