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EIA weekly data: Ethanol production unchanged, stocks down 1%, exports up 15%

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By Erin Krueger

June 10, 2026

Operations Business Markets 

U.S. fuel ethanol production levels for the week ending June 5 were unchanged when compared to the previous week, according to data released by the U.S. EIA on June 10. Ethanol stocks fell by 1% and exports were up 15%.

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The U.S. Energy Information Administration maintained its forecasts for 2026 and 2027 fuel ethanol production in its latest Short-Term Energy Outlook, released June 9. The forecasts for ethanol exports and domestic consumption were also maintained.

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Since 2020, the ethanol industry has seen a steady resurgence in demand. As a result, producers are being asked to deliver more: pushing plants, processes and feedstocks further than ever before.

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UNICA, the Brazilian sugarcane industry association, has announced ethanol production continued to trend higher during the second half of April. Corn ethanol production was up more than 9% when compared to the same period of last year.

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U.S. fuel ethanol production expanded by 2% the week ending May 29, according to data released by the U.S. Energy Information Administration on June 3. Weekly ending stocks of fuel ethanol fell by more than 1% and exports expanded by more than 32%.

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Total operatable U.S. biofuel capacity dipped slightly in March, with reductions for both ethanol and biodiesel, according to data released by the U.S. EIA on May 29. Capacity for renewable diesel and associated fuels held steady.

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U.S. fuel ethanol production fell by 2% the week ending May 22, according to data released by the U.S. Energy Information Administration on May 28. Ethanol stocks expanded slightly while exports fell by 32%.

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Rex American Resources Inc. released fiscal first quarter results on May 28, reporting the capacity expansion at its One Earth Energy LLC facility in Illinois remains on track for completion later this year.

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Três Tentos Agroindustrial on May 20 announced it has received approval from Brazil’s National Agency of Petroleum, Natural Gas and Biofuels (ANP) to begin production at a corn ethanol plant in Porto Alegre do Norte, Mato Grosso, Brazil.

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More than 1.93 billion RINs were generated under the RFS in April, up 3% when compared to the same month of last year, according to data released by the U.S. EPA on May 21. Total RIN generation for the first four months of 2026 reached 7.51 billion.

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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%.

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UNICA, the Brazilian sugarcane industry association, has announced that sugarcane processing and ethanol production were both up during the first half of April. Corn ethanol production continued to grow as well.

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POET and Antora Energy on May 19 announced the commissioning of Antora's 5 gigawatt-hour (GWh), multi-day thermal energy storage system at POET's Big Stone City, South Dakota, bioprocessing facility.

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Verbio on May 13 announced biomethane production expanded 8.4% during the fiscal third quarter, the three months ended March 31, with biodiesel production up 1.5%. Ethanol production fell by 18.9% during the period.

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Badger State Ethanol found collaboration with IFF critical in discovering solutions for DCO process problems.

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U.S fuel ethanol production expanded by more than 6% the week ending May 8, according to data released by the U.S. Energy Information Administration on May 13. Stocks of fuel ethanol fell by 4% while exports expanded by nearly 17%.

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The U.S. Energy Information Administration increased its forecast for 2026 fuel ethanol production in its latest Short-Term Energy Outlook, released May 12. The 2026 forecast for fuel ethanol consumption was also revised up.

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Gevo Inc. on May 7 confirmed the company has received nonbinding indications of interest from multiple parties regarding efforts to finance its proposed AtJ project in North Dakota. Efforts to boost ethanol production capacity are also progressing.

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Aemetis Inc. on May 7 released Q1 results, reporting a 27% increase in revenues with growth across its ethanol, RNG and biodiesel segments. Plans for a proposed renewable diesel and SAF plant continue to be impacted by 45Z guidance delays.

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How Veolia’s Spec-Aid BIO Cuts Costs and Complexity

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Green Plains Inc. released first quarter financial results on May 7, reporting a profitable three-month period on improved ethanol margins. The company also revised up its estimate for the full-year impact of 45Z clean fuel production credits.

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Alto Ingredients Inc. released first quarter results on May 6, reporting a profitable three-month period on improved ethanol margins, strong exports sales and the contribution of 45Z clean fuel production credits.

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U.S. fuel ethanol production expanded by nearly 1% the week ending May 1, according to data released by the U.S. Energy Information Administration on May 6. Stocks of fuel ethanol were also up nearly 1% while exports fell by 18%.

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The Andersons Inc. on May 6 reported its renewable segment achieved strong Q1 performance with efficient plant operations and record production. Ethanol margins were solid during the period on increased demand and higher gasoline prices.

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ADM on May 5 reported Q1 operating profit for its carbohydrate solutions business segment increased 48%, primarily due to strengthening ethanol margins. Operating profit for the company’s dry mill ethanol plants nearly quadrupled.

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Across the ethanol industry, many dehydration units operate in a stable state, all the while quietly eroding profitability every single day.

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Valero Energy Corp. on April 30 released first quarter financial results, reporting a profitable three-month period for both its ethanol segment and Diamond Green Diesel joint venture, which produces renewable diesel and SAF.

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U.S. fuel ethanol production fell by 3% the week ending April 24, according to data released by the U.S. Energy Information Administration on April 29. Stocks of fuel ethanol fell by 4% while exports were up nearly 87%.

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CropEnergies is welcoming the U.K. government’s decision to provide an estimated EUR 115 million to help keep its U.K.-based ethanol plant in a ready to operate standby mode. The facility idled in September 2025 due to economic pressures.

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U.S. fuel ethanol production fell by more than 7% the week ending April 17, according to data released by the U.S. Energy Information Administration on April 22. Stocks of fuel ethanol were up nearly 1% and exports expanded by 12%.

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