| Well first let's get the data out of the way.. here ya go.. Now there's some interesting dynamic's going on.. First the grind is still up a healthy 3.9% year on year.. this despite some heavy hitters pulling back on production through the summer months.. see the swoon as producers tapped on the breaks in about April.. May and June. Domestic usage is up ever so slightly at 1.6% which is amazing when you consider that domestic gasoline demand (well supplied.. is the data..) is actually Down 1.5%
So were still seeing ethanol penetrate the US market with higher blends of ethanol mostly doing it..
Exports.. I'll take up in the next post.. | | | | | | | | | | 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 | 2,840 | 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 | 1007 | | 927 | | 0 | | 21,181 | 56% | | 135.7 | | 950 | | | 1062.7 | 103,880 | | | 9786 | 9.47% | | 7/14/2017 | 1026 | | 921 | | 0 | | 22,137 | 58% | | -31.6 | | -221 | | | 889.4 | 105,840 | | | 9592 | 9.60% | | 7/21/2017 | 1012 | | 945 | | 0 | | 21,529 | 57% | | 153.9 | | 1077 | | | 1098.9 | 104,396 | | | 9821 | 9.62% | | 7/28/2017 | 1002 | | 951 | | 38 | | 20,852 | 55% | | 185.7 | | 1300 | 3106 | | 1136.7 | 103,364 | | | 9842 | 9.66% | | 8/4/2017 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 16/17 MY 48 wks | 1016.4 | | 908.3 | | 1.4 | | 21239.2 | | | 109.7 | | 768.2 | 3352.1 | 2784.2 | 1018.0 | 104,849 | | | 9196.9 | 9.88% | | 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 | | | 9338.8 | | | | | | | | | | | | | | | | | | | 3,966.8 | | | 9411.0 | -1.52% | | 17 vs 16 | 3.9% | | 1.6% | | | | 21557.0 | yr ago | | 31.3% | | 31.3% | 30.1% | 60.7% | 4.1% | 3.9% | | | -1.5% | | | 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. |