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
Strong export demand supports barge markets, but weather risks remain.
Corn export pace remains the bright spot, but stable ethanol export demand remains a critical support for corn markets.
RFD Farm Legal & Tax expert Roger McEowen shares guidance on the 45Z Clean Fuel Production Credit, its impact on renewable energy and agriculture, and what producers should know moving forward.
Border closures tied to the threat of New World Screwworm continue to stall Mexican fed cattle imports, tightening U.S. feeder cattle supplies over time — triggering feedlot closures that hinder herd rebuilding efforts, threaten the beef supply chain, and shrink production while consumer prices stay elevated.
Brooks York of AgriSompo discusses projected prices and how farmers are adapting their crop insurance strategies as the price discovery period comes to a close.
Stronger fuel demand supports corn usage despite a steady production pace.

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:

Restored base acres strengthen cotton risk protection.
Agriculture Freedom Zones reflect rising concern that data center growth must not strain rural grids or displace productive farmland.
Record Choice grading levels are changing how beef quality premiums are valued.
From projected drops in input costs to biofuel expansion and the USDA’s new “One Farmer, One File” initiative, Ag Secretary Brooke Rollins shared key policy priorities at Commodity Classic that put farm issues back in the spotlight.
NCBA Chief Counsel Mary-Thomas Hart discussed the legal process behind delisting the prairie chicken, the challenges ranchers faced under the bird’s previous protections, and the benefits of cooperative habitat management for both livestock and wildlife.
Liquidity management and cost control will matter most in 2026.