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.
Corn and beef exports showed strong momentum, cotton sales surged, and soybean sales held steady, though China remains absent from the U.S. market.
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Sen. Roger Marshall, a founding member and chairman of the Make America Healthy Again caucus, joined us with his thoughts on the commission’s latest report and the key ag-related issues.
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Grain shippers face lower freight values thanks to weak soybean exports and strong rail service, but barge traffic and forward Gulf loadings suggest continued uncertainty as harvest ramps up.
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The EPA proposal laid out two options: fully reallocate all exempted volumes to the 2026–2027 standards, or reallocate half.
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The Fertilizer Research Act, reintroduced by Sens. Grassley, Ernst, and Baldwin, would direct the USDA to study and publish public reports on competition and pricing trends in the fertilizer market.
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Allowing year-round sales of E15 nationally could deliver billions in economic gains, according to a new study from the Renewable Fuels Association and National Corn Growers Association.
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Farmers await concrete trade commitments from China. Until then, export prospects for soybeans, corn, and sorghum remain uncertain against strong South American competition.
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Year-round sales of E-15 are another major topic on Capitol Hill, which, according to Rep. Adrian Smith (R-NE), is one issue up for debate this session with significant bipartisan support.
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