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 wheat exports remain a demand bright spot, while soybeans are transitioning into a more typical late-winter shipping slowdown.
January 21, 2026 10:36 AM
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Despite rising costs and growing food insecurity, meat demand remained strong in 2025 as higher-income consumers offset cutbacks elsewhere. Economists break down the K-shaped economy, upcoming USDA cattle reports, livestock production outlooks, and renewed debate over beef imports and country-of-origin labeling heading into 2026.
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Corn growers are turning to ethanol, E15 expansion, and export markets to help absorb record supplies and stabilize prices. Farm leaders discuss low-carbon ethanol demand, flex-fuel vehicle challenges, input costs, and the role of USMCA as producers look for market relief in the year ahead.
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Protein-driven dairy growth is boosting beef supply potential, creating an opening to support rural jobs and ground beef availability.
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U.S. agriculture entered the week with mixed signals as weather, logistics, and markets shaped early-year decisions. Here is a regional breakdown of domestic crop and livestock production for the week of Monday, Jan. 19, 2026.
January 19, 2026 11:40 AM
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While short-term volatility remains a risk, softer ocean freight rates in 2026 could improve export margins.
January 18, 2026 12:00 PM
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