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EIA maintains forecast for 2025, 2026 ethanol production, reduces forecast for exports

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May 07, 2025

Operations Markets Business 

The U.S. Energy Information Administration maintained its outlook for 2025 and 2026 fuel ethanol production in its latest Short-Term Energy Outlook, released May 6. The outlook for fuel ethanol exports was lowered.

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Closing the Gap in DCO Separation: Four Proven Best Practices

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By Chris Clausen

May 07, 2025

Trucent provides practical strategies for optimizing corn oil recovery and quality.

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ADM on May 6 reported improved first quarter earnings for its ethanol segment on higher production volumes and improved margins. Margins were slightly negative but are expected to improve during the second quarter.

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Improving plant efficiency and performance through innovative solutions.

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UNICA, the Brazilian sugarcane industry association, has released data showing sugarcane processing was up slightly during the first half of April. Total ethanol production was up nearly 12%, and corn ethanol production was up more than 41%.

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U.S. fuel ethanol production was up 1% the week ending April 25, according to data released by the U.S. Energy Information Administration on April 30. Stocks of fuel ethanol were down slightly and exports were up 88%.

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Fluid Quip Technologies on April 24 announced that Adkins Energy will install FQT’s Overdrive Oil Pretreat System. This groundbreaking technology boosts the performance of existing distillers corn oil systems.

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Valero Energy Corp. released Q1 financial results on April 24, reporting that a tough margin environment negatively impacted the company’s renewable diesel operations during the three-month period. Valero’s ethanol segment was profitable.

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UNICA, the Brazilian sugarcane industry association, has released final data for the 2024-’25 harvest season, reporting record high ethanol production and sales despite reduced sugarcane milling. Corn ethanol production was up significantly.

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U.S. fuel ethanol production was up 2% the week ending April 18, according to date released by the U.S. Energy Information Administration on April 23. Weekly ending stocks of fuel ethanol were down 5% and exports were down 45%.

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U.S. fuel ethanol production was down 1% the week ending April 11, according to data released by the U.S. Energy Information Administration on April 16. Stocks of fuel ethanol were also down 1% and exports were down 21%.

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U.S. fuel ethanol production was down 4% the week ending April 4, according to data released by the U.S. Energy Information Administration on April 9. Stocks of fuel ethanol expanded by 2% and exports were up 180%.

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Aemetis Inc. on April 8 announced that its production of renewable natural gas (RNG) increased 55% in March compared to February. Aemetis Biogas also completed a sale of LCFS and D3 RINs at the end of Q1.

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North Dakota’s largest ethanol plant finds success through scale, refinement and change.

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U.S. fuel ethanol production was up 1% the week ending March 28, according to data released by the U.S. Energy Information Administration on April 2. Stocks of fuel ethanol were down 3% and exports were down 62%.

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Rex American Resources Inc. released fourth quarter financial results on March 26, reporting increased ethanol sales volumes and progress with the company’s planned carbon capture and storage (CCS) project in Illinois.

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Gevo Inc. CEO Patrick Gruber discussed the company’s proposed sustainable aviation fuel (SAF) project in South Dakota during a fourth quarter earnings call, held March 27, indicating financial close could be achieved by year-end.

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U.S. fuel ethanol production fell by 5% the week ending March 21, according to data released by the U.S. Energy Information Administration on March 26. Ethanol stocks were up 3% and exports were up 48%.

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Nearly 1.52 billion RINs were generated under the RFS in February, down more than 25% when compared to the 2.04 billion that were generated during the same month of last year, according to data released by the U.S. EPA on March 20.

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U.S. fuel ethanol production expanded by 4% the week ending March 14, according to data released by the U.S. Energy Information Administration on March 19. Stocks of fuel ethanol were down 3% and exports were down 31%.

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UNICA, the Brazilian sugarcane industry association, has released data showing sugarcane processing continued to trend lower in late February. Corn ethanol production and ethanol sales, however, continued to grow during the two-week period.

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Green Plains Inc. on March 17 announced that construction has commenced on the compression infrastructure for its CCS initiative in Nebraska. The company also announced that it will temporarily idle operations at its CST facility in Iowa.

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Ethanol Producer Magazine announced this week the preliminary agenda for the 2025 International Fuel Ethanol Workshop & Expo (FEW) taking place June 9-11, 2025 at the CHI Health Center in Omaha, Nebraska.

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Minnesota’s ethanol industry produced 1.4 billion gallons of ethanol and contributed $2.1 billion to the state’s gross domestic product in 2024, according to a new study by the University of Minnesota Extension.

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Aemetis Inc. released fourth quarter and full year 2024 financial results on March 13, reporting increased revenues for its U.S. ethanol and biogas operations as well as its biodiesel operations in India.

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U.S. fuel ethanol production fell by nearly 3% the week ending March 7, according to date released by the U.S. Energy Information Administration on March 12. Ethanol stocks were up slightly and exports expanded by 32%.

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The U.S. Energy Information Administration reduced its outlook for 2025 fuel ethanol production in its latest Short-Term Energy Outlook, released March 11. The estimates for 2024 fuel ethanol production and exports were revised up.

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The Renewable Fuels Association on March 7 congratulated member company Elite Octane, based in Atlantic, Iowa, for reaching the milestone of producing its billionth gallon of ethanol. The facility began operations in July 2018.

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Alto Ingredients Inc. on March 5 announced it has cold idled its Magic Valley ethanol plant in Idaho. The company has also reduced staff by 16% and is considering a range of options to maximize shareholder value, include asset sales or a merger.

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UNICA, the Brazilian sugarcane industry association, has released data showing corn ethanol production continued to trend higher during the first half of February, accounting for nearly 96% of total ethanol production during the period.

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