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
Year-round E15 remains on the table, but procedural caution and competing regional interests pushed action into a slower, negotiated path.
January 26, 2026 01:33 PM
·
A mid-January winter storm delivered snow, ice, and extreme cold to a broad swath of the U.S., disrupting transportation, stressing livestock systems, and adding cost and complexity to winter farm operations as producers look toward spring.
January 26, 2026 01:10 PM
·
Heavier weights and strong late-year slaughter supported December production, but lower annual totals highlight ongoing supply tightness heading into 2026.
January 26, 2026 11:19 AM
·
Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
January 26, 2026 10:00 AM
·
Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.
January 26, 2026 09:41 AM
·
Placements and marketings beat expectations, but declining on-feed totals and feeder constraints keep the supply story supportive for cattle prices into 2026. Dr. Derrell Peel, with Oklahoma State University, joined us to break down cattle-on-feed numbers and provide his broader market outlook.
January 23, 2026 04:40 PM
·
