NASHVILLE, Tenn. (RFD-TV) — U.S. ethanol plants pushed production to a new weekly record even as gasoline demand weakened, creating a more mixed outlook for margins heading into winter. For producers, the latest data signals strong plant efficiency and steady grind — but softer downstream demand may limit near-term price strength.
According to the U.S. Energy Information Administration (EIA), ethanol output for the week ending November 28 rose 1.2 percent to 1.13 million barrels per day — equal to 47.29 million gallons daily and nearly 5 percent above last year. The four-week average also edged higher to 1.10 million barrels per day, an annualized pace of 16.94 billion gallons.
Stocks climbed 2.5 percent to 22.5 million barrels, though inventories remained slightly below year-ago levels. Builds occurred in every region except the Gulf Coast and West Coast.
The demand side weakened. Gasoline supplied to the market fell 4.6 percent to a 26-week low, and refiner/blender net inputs of ethanol dropped to their lowest level since early winter.
One bright spot was exports, which jumped 39 percent to 170,000 barrels per day — the highest in more than a year.
Farm-Level Takeaway: Strong plant output and rising exports contrast with softer domestic blending demand, suggesting margins are poised for volatility.
Tony St. James, RFD-TV Markets Specialist
Peel says Mexico has a much greater capability to expand its beef industry than it did 20 or 30 years ago in terms of its feeding and packing infrastructure.
October 16, 2025 03:59 PM
·
The impacts of the government shutdown have reached commodity growers with crops to move, ag economists monitoring the harvest without key data reporting, and meat producers in need of new export markets.
October 16, 2025 01:03 PM
·
In a statement provided to RFD-TV News, a USDA spokesperson reiterated President Trump and the USDA’s commitment to farmers in difficult economic times.
October 16, 2025 11:57 AM
·
Support policies that keep U.S. biofuels at the table—marine demand could materially lift corn grind, crush margins, and rural jobs.
October 15, 2025 03:47 PM
·
China is not one of our top suppliers of cooking oil, according to USDA ERS data, but does export a lot of used cooking oil to the U.S. for biofuel production.
October 15, 2025 12:13 PM
·
Industry leaders say $11 billion in new investments could turn the tide as dairy producers face shrinking margins and growing uncertainty.
October 15, 2025 11:53 AM
·
