WASHINGTON, D.C. (RFD-TV) — U.S. ethanol production moved higher late in December, offering continued support for corn demand even as fuel consumption softened at year’s end. Output rebounded to 1.12 million barrels per day during the week ending December 26, equivalent to 47.0 million gallons daily, according to EIA data analyzed by the Renewable Fuels Association. Production ran slightly above last year and well ahead of the three-year average, reinforcing a historically strong grind pace.
Despite the rebound, inventories continued to build. Ethanol stocks rose to 22.9 million barrels, driven primarily by Midwest increases, though total stocks remained below both last year and longer-term averages. That suggests supply is growing but not yet burdensome.
Gasoline supplied — a proxy for ethanol blending demand — declined week over week, reflecting seasonal travel slowdowns. However, demand remained solid compared to both last year and the three-year average, signaling underlying strength rather than demand erosion. Refiner and blender ethanol usage also stayed above historical norms despite a modest weekly pullback.
Exports cooled sharply after setting a recent record, but overseas shipments remain historically strong, helping balance domestic supply.
Farm-Level Takeaway: Strong ethanol production and export trends continue to support corn demand despite seasonal fuel consumption softness.
Tony St. James, RFD-TV Markets Specialist
December 30, 2025 11:58 AM
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