Weekly Ethanol Output Slips as Demand Remains Mixed

Ethanol output softened, but underlying supply-and-demand trends indicate stable longer-term use despite short-term volatility in blending and exports.

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.

Related Stories
IDA Texas’s Cooper Little discusses producer response to New World Screwworm in Texas, ongoing coordination with animal health officials, and the steps being taken to manage and protect livestock movement across the region.
Producers growing multiple spring crops should compare CLIP with individual coverage increases and county-based supplemental protection.
Estimates for 2026 harvested crops remain early. Corn and sorghum are below their reference prices, while wheat and soybeans are above them.
The aggressive disease can lead to significant yield losses without timely treatment.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Ethanol, sorghum, dairy, and cotton provide additional export support as major commodity trade markets remain uneven.
Consumers are watching affordability, but projected beef demand remains strong enough to sustain market attention.
Cover crops may improve soil and reduce input needs over time, but producers should budget carefully before expanding acreage.
Higher ocean freight rates continue adding pressure to U.S. wheat exports despite stronger demand projections.
The report highlighted the role rural development programs play in supporting housing, infrastructure and essential services.
Limited supplies of lean beef continue driving import demand despite historically strong cattle prices.