NASHVILLE, Tenn. (RFD-TV) — U.S. ethanol production dipped during the week ending December 5, even as overall output remained above last year and recent historical averages. Renewable Fuels Association analysis of EIA data shows production eased 1.9 percent to 1.11 million barrels per day, though volumes stayed 2.5 percent higher than a year ago and 3.2 percent above the three-year average. The four-week average rose slightly, supporting an annualized pace of 17.05 billion gallons.
Stocks held steady at 22.5 million barrels, remaining below both year-ago and three-year benchmarks. Regional draws continued across most PADDs, except the Midwest, where inventories climbed to an 11-week high.
Gasoline supplied — a key indicator of implied demand — increased 1.6 percent to 8.46 million barrels per day, but still trailed last year and the three-year average. Refiner and blender net inputs fell to a 41-week low, reflecting softer near-term blending activity. Ethanol exports also pulled back sharply to an estimated 125,000 barrels per day.
USDA’s February WASDE report, analysts expect minimal price movement as grain stocks remain steady. Traders weigh renewed Chinese soybean purchases, South American weather, acreage shifts, and upcoming USMCA trade talks.
February 10, 2026 01:11 PM
·
A transition from traditional, technology-specific subsidies toward a performance-based, technology-neutral framework
February 10, 2026 08:00 AM
·
Producers across the country spent the week balancing spring planning with tight margins and uneven moisture outlooks. Input purchasing stayed cautious, while marketing and cash-flow decisions remained front and center for many operations.
February 09, 2026 03:17 PM
·
Federal assistance has helped, but the most recent row-crop losses remain on producers’ balance sheets.
February 09, 2026 01:07 PM
·
Rebuilding domestic textiles depends on automation and vertical integration, not tariffs or legacy manufacturing models.
February 09, 2026 12:05 PM
·
Strong supplies and rising stocks point to continued price pressure unless demand accelerates.
February 09, 2026 10:45 AM
·
