U.S. fuel ethanol production expanded by nearly 3% the week ending May 15, according to data released by the U.S. Energy Information Administration. Stocks of fuel ethanol were up slightly and exports fell by 8%.

In 2025, 23.25 billion RINs were distributed under the RFS. One standout data point included a significant increase in D3 RINs coming from cellulosic ethanol—93% over the 2024 total.