| been awhile since I've updated this.. maybe nobody cares but what the heck..
Production.. is still running about 4% gain year on year.. but the gains are slowing now as we tripped 1 myn bbls per day about a year ago.. Margins I believe are compressed with the lower Crude.
Gasoline delivered is actually DOWN 2.1% even with Lower prices.. (hmmm Tara might have been right on this one..?? Shhh.. don't tell him.. ;-)
However, domestic Ethanol blended is STILL HIGHER.. (Yal dog!!) 1.3%.. John McCain drinks a glass of ethanol EVERYDAY... maybe 2 glasses with Trump in there.. "Cheers!"
And EXPORTS.. are STILL running about 31% higher.. Thanks Brazil.. wonder if they are really gonna cut us off?.. Like China has...???
So.. so far all this LOOKS good.. but "feels" a little "shaky".. good time to spike corn prices...???
Which brings me to Pruitt.. Yal he's repealing WOTUS.. and draining the swamp.. and TRUMP told him NOT to harm ethanol... but he didn't do us any favors either.. holding us at NO GAINS.. Whereas the RFS called for more increases.. Still not a happy camper there.. oh well..
If we can just keep McCain hooked.. we got a shot.. ;-) | | | | | | | | | | Computed | | | | | | | | | | | | Weekly Production | | | | | | | number to balance | Computed | Actual | Total | Weekly bu | | Weekly US | | Week | | Blenders Input | Imports | Stocks | Capacity | Residual and exports | Exports | Exports | Ethanol | Grind | Monthly | Year | Supplied Finished | | | Ethanol k bbls/day | k bbls /day | k bbls /day | k bbls | k bbls | | k bbls /day | k bbls | Monthly | EIA | demand | | | myn bu | Motor Gasoline | | | | | | | | | | 37,936 | | | | | | | | 2.85 | conversion | | Ethanol as % of | 9/2/2016 | 998 | | 934 | | 0 | | 20,654 | 54% | | 102.9 | | 720 | | | 1036.9 | 102,952 | | | 9595 | 9.73% | | 9/9/2016 | 1004 | | 921 | | 0 | | 20,207 | 53% | | 146.9 | | 1028 | | | 1067.9 | 103,571 | | | 9406 | 9.79% | | 9/16/2016 | 981 | | 920 | | 0 | | 20,016 | 53% | | 88.3 | | 618 | | | 1008.3 | 101,198 | | | 9650 | 9.53% | | 9/23/2016 | 989 | | 907 | | 0 | | 20,578 | 54% | | 1.7 | | 12 | | | 908.7 | 102,023 | | | 8880 | 10.21% | | 9/30/2016 | 980 | | 919 | | 0 | | 20,177 | 53% | | 118.3 | | 828 | 3206 | 2,373 | 1037.3 | 101,095 | | | 9390 | 9.79% | | 10/7/2016 | 962 | | 916 | | 0 | | 19,393 | 51% | | 158.0 | | 1106 | | | 1074.0 | 99,238 | | | 9264 | 9.89% | | 10/14/2016 | 998 | | 915 | | 0 | | 19,042 | 50% | | 133.1 | | 932 | | | 1048.1 | 102,952 | | | 8798 | 10.40% | | 10/21/2016 | 991 | | 918 | | 0 | | 19,919 | 53% | | -52.3 | | -366 | | | 865.7 | 102,229 | | | 9118 | 10.07% | | 10/28/2016 | 1022 | | 922 | | 0 | | 19,739 | 52% | | 125.7 | | 880 | 2552 | 3,135 | 1047.7 | 105,427 | | | 9183 | 10.04% | | 11/4/2016 | 1002 | | 923 | | 0 | | 19,229 | 51% | | 151.9 | | 1063 | | | 1074.9 | 103,364 | | | 9213 | 10.02% | | 11/11/2016 | 1017 | | 904 | | 0 | | 18,609 | 49% | | 201.6 | | 1411 | | | 1105.6 | 104,912 | | | 9359 | 9.66% | | 11/18/2016 | 1014 | | 917 | | 0 | | 18,952 | 50% | | 48.0 | | 336 | | | 965.0 | 104,602 | | | 9024 | 10.16% | | 11/25/2016 | 1012 | | 906 | | 0 | | 18,448 | 49% | | 178.0 | | 1246 | 4056 | 2,904 | 1084.0 | 104,396 | | | 9080 | 9.98% | | 12/2/2016 | 1023 | | 872 | | 0 | | 18,530 | 49% | | 139.3 | | 975 | | | 1011.3 | 105,531 | | | 8757 | 9.96% | | 12/9/2016 | 1040 | | 894 | | 0 | | 19,076 | 50% | | 68.0 | | 476 | | | 962.0 | 107,284 | | | 8874 | 10.07% | | 12/16/2016 | 1036 | | 918 | | 0 | | 19,060 | 50% | | 120.3 | | 842 | | | 1038.3 | 106,872 | | | 9269 | 9.90% | | 12/23/2016 | 1028 | | 935 | | 0 | | 18,683 | 49% | | 146.9 | | 1028 | | | 1081.9 | 106,046 | | | 9278 | 10.08% | | 12/30/2016 | 1043 | | 845 | | 0 | | 18,678 | 49% | | 198.7 | | 1391 | 4712 | 2,334 | 1043.7 | 107,594 | | | 9278 | 9.11% | | 1/6/2017 | 1049 | | 806 | | 0 | | 20,009 | 53% | | 52.9 | | 370 | | | 858.9 | 108,213 | | | 8470 | 9.52% | | 1/13/2017 | 1054 | | 840 | | 0 | | 21,115 | 56% | | 56.0 | | 392 | | | 896.0 | 108,728 | | | 8069 | 10.41% | | 1/20/2017 | 1051 | | 833 | | 0 | | 21,728 | 57% | | 130.4 | | 913 | | | 963.4 | 108,419 | | | 8039 | 10.36% | | 1/27/2017 | 1061 | | 837 | | 0 | | 21,870 | 58% | | 203.7 | | 1426 | 3101 | 2,901 | 1040.7 | 109,451 | | | 8310 | 10.07% | | 2/3/2017 | 1055 | | 875 | | 0 | | 22,085 | 58% | | 149.3 | | 1045 | | | 1024.3 | 108,832 | | | 8941 | 9.79% | | 2/10/2017 | 1040 | | 847 | | 0 | | 22,500 | 59% | | 133.7 | | 936 | | | 980.7 | 107,284 | | | 8433 | 10.04% | | 2/17/2017 | 1034 | | 868 | | 0 | | 22,669 | 60% | | 141.9 | | 993 | | | 1009.9 | 106,665 | | | 8663 | 10.02% | | 2/24/2017 | 1034 | | 882 | | 0 | | 23,091 | 61% | | 91.7 | | 642 | 3616 | 3,349 | 973.7 | 106,665 | | | 8686 | 10.15% | | 3/3/2017 | 1022 | | 877 | | 0 | | 22,856 | 60% | | 178.6 | | 1250 | | | 1055.6 | 105,427 | | | 9268 | 9.46% | | 3/10/2017 | 1045 | | 911 | | 0 | | 22,766 | 60% | | 146.9 | | 1028 | | | 1057.9 | 107,800 | | | 9254 | 9.84% | | 3/17/2017 | 1044 | | 915 | | 0 | | 22,595 | 60% | | 153.4 | | 1074 | | | 1068.4 | 107,697 | | | 9200 | 9.95% | | 3/24/2017 | 1054 | | 911 | | 0 | | 23,257 | 61% | | 48.4 | | 339 | | | 959.4 | 108,728 | | | 9524 | 9.57% | | 3/31/2017 | 1019 | | 918 | | 0 | | 23,705 | 62% | | 37.0 | | 259 | 3950 | 3,044 | 955.0 | 105,118 | | | 9245 | 9.93% | | 4/7/2017 | 986 | | 908 | | 0 | | 22,903 | 60% | | 192.6 | | 1348 | | | 1100.6 | 101,714 | | | 9275 | 9.79% | | 4/14/2017 | 996 | | 912 | | 0 | | 23,034 | 61% | | 65.3 | | 457 | | | 977.3 | 102,745 | | | 9223 | 9.89% | | 4/21/2017 | 987 | | 932 | | 0 | | 23,269 | 61% | | 21.4 | | 150 | | | 953.4 | 101,817 | | | 9206 | 10.12% | | 4/28/2017 | 986 | | 927 | | 0 | | 23,213 | 61% | | 67.0 | | 469 | 2424 | 2,178 | 994.0 | 101,714 | | | 9156 | 10.12% | | 5/5/2017 | 1006 | | 928 | | 28 | | 23,055 | 61% | | 128.6 | | 900 | | | 1056.6 | 103,777 | | | 9408 | 9.86% | | 5/12/2017 | 1027 | | 951 | | 0 | | 23,414 | 62% | | 24.7 | | 173 | | | 975.7 | 105,943 | | | 9452 | 10.06% | | 5/19/2017 | 1010 | | 949 | | 0 | | 22,684 | 60% | | 165.3 | | 1157 | | | 1114.3 | 104,189 | | | 9704 | 9.78% | | 5/26/2017 | 1020 | | 950 | | 0 | | 22,763 | 60% | | 58.7 | | 411 | 2641 | | 1008.7 | 105,221 | | | 9822 | 9.67% | | 6/2/2017 | 999 | | 909 | | 0 | | 21,982 | 58% | | 201.6 | | 1411 | | | 1110.6 | 103,055 | | | 9317 | 9.76% | | 6/9/2017 | 1002 | | 931 | | 0 | | 22,542 | 59% | | -9.0 | | -63 | | | 922.0 | 103,364 | | | 9269 | 10.04% | | 6/16/2017 | 990 | | 943 | | 0 | | 22,280 | 59% | | 84.4 | | 591 | | | 1027.4 | 102,126 | | | 9816 | 9.61% | | 6/23/2017 | 1015 | | 961 | | 0 | | 21,838 | 58% | | 117.1 | | 820 | | | 1078.1 | 104,705 | | | 9538 | 10.08% | | 6/30/2017 | 1014 | | 945 | | 0 | | 21,571 | 57% | | 107.1 | | 750 | 3509 | | 1052.1 | 104,602 | | | 9705 | 9.74% | | 7/7/2017 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 16/17 MY 44 wks | 1016.8 | | 905.7 | | 0.6 | | 21222.4 | | | 109.6 | | | 3376.7 | 2777.3 | 1015.4 | 104,893 | 4,615 | myn bu | 9145.7 | 9.91% | | 15/16 MY 52 wks | 977.9 | | 894.4 | | 5.3 | | 20846.4 | | | 83.6 | | 584.9 | 2576.3 | 1733.1 | 977.9 | 100,882 | 2,505 | myn bu | 9338.8 | | | | | | | | | | | | | | | | | | | 4010.4 | 2,110 | myn bu | 9411.0 | -1.52% | | 17 vs 16 | 4.0% | | 1.3% | | | | 21557.0 | yr ago | | 31.2% | | -100.0% | 31.1% | 60.2% | 3.8% | 4.0% | 84.3% | | -2.1% | | | | | | 116962 | | | | Calendar Yr: | | 7755.3 | | 54287.0 | | 20103.0 | | | | | | | |
Weekly production number http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=w_epooxe_yop_nus_mbbld&f=w Weekly Blenders Input.. http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=w_epooxe_yir_nus_mbbld&f=w Weekly Imports of Ethanol http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W_EPOOXE_IM0_NUS-Z00_MBBLD&f=W Weekly Stocks number http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W_EPOOXE_SAE_NUS_MBBL&f=W Weekly US Product Supplied of Finished Motor Gasoline http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WGFUPUS2&f=W Monthly US Exports of Ethanol http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=M_EPOOXE_EEX_NUS-Z00_MBBL&f=M Cheers. |