Ethanol Production Rises as Stocks Drop Sharply Nationwide

Ethanol production climbed to a four-week high while inventories fell to their lowest level since early October, according to energy data analyzed by the RFA.

Farmland producing ethanol for the oil and gas industry. Railroad tankers cars lined up near a ethanol plant at sunset_Photo by photogrfx via AdobeStock_496174713.png

Photo by photogrfx via Adobe Stock

LUBBOCK, TEXAS (RFD NEWS) — Ethanol production climbed to a four-week high while inventories fell to their lowest level since early October. Renewable Fuels Association analysis of EIA data shows production rose 6.4 percent for the week ending May 8 to 1.08 million barrels per day.

That equals 45.44 million gallons per day. Output was 9 percent higher than the same week last year and 8.1 percent above the five-year average. The four-week average slipped to 1.04 million barrels per day, equal to an annualized 15.94 billion gallons.

Ethanol stocks dropped 4.4 percent to 24.9 million barrels. Inventories were below last year but still above the five-year average, with declines reported across all regions and a 41-week low on the West Coast.

Gasoline supplied, a demand indicator, fell to a five-week low of 8.75 million barrels per day. Refiner and blender ethanol inputs rose slightly to 908,000 barrels per day.

Exports increased 16.5 percent to an estimated 162,000 barrels per day.

Farm-Level Takeaway: Strong ethanol production supports corn demand, but weaker gasoline demand and lower blender inputs remain to be watched.
Tony St. James, RFD News Markets Specialist
Related Stories
House Agriculture Committee Democrats are calling for action on the Farm and Family Relief Act, warning that proposed SNAP cost shifts to states could reduce food assistance for low-income families amid ongoing tariffs and trade disruptions that continue to strain U.S. farmers.
Record ethanol production and improving blending demand continue to support corn usage despite rising short-term inventories.
Tight beef cow supplies and steady demand point to continued record-level cull cow prices in 2026.
A high-stakes legal case in a South Dakota federal court concerning misleading country-of-origin labeling (MCOOL), such as “Product of the USA,” on food products, will significantly impact U.S. agricultural policy for years to come.

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:

Ag & Business Legal Strategies’ Joe Peiffer discusses Chapter 12 bankruptcy trends in agriculture and rising risks as farm income declines.
Governor Greg Abbott announced a free online training course through Texas A&M AgriLife Extension Service on June 13.
USDA Secretary Brooke Rollins recently told senators that 45Z guidance remains a priority, while also reaffirming support for year-round E15.
Prevented planting coverage pays farmers when adverse weather keeps insured crops from being planted.
Wheat Harvest Advances As Drought Pressures Pastures