Here's today's data..  Highlight's.. Record ethanol production at 1,043 k bbls per day.. Since Sept 1st we're averaging 1,007.8 k bbls per day vs 9/1/15 through 8/31/16 at 977.9 k bbls per day.. thus we are up 3.1%

Ethanol stocks at 18.678 myn bbls are down vs Last year's 20.166 myn bbls.. (in Spite of RECORD grind.. see Ethanol's comments below..)

My table predicted 2,552 k bbls of exports for October.. we got 3,135.. usually my table over estimates.. for November and December my table predicts 4,052 k bbls and 4,712 k bbls.. "even better" this is why stocks are going down as domestic usage is still up 1.8% vs a year ago but not up as much as the grind.

Actual exports are up 38% according to my table and 58.9% according to the EIA's reports of three months vs their WHOLE Grain Year's numbers for 15/16..  again it's only 3 months.. Maybe China really stomped down in Nov. and Dec..  "possible."

Gasoline used is down 1.8% but that compares the off season since 9/1 vs the whole year which includes the peak summer driving season.. so we can't say at this point that US gasoline will decline.. "it could" but get back to me in July..

At 9.11% we didn't penetrate the 10% blend wall this week as we have done 8 other weeks since 9/1/16.. we're averaging 9.91% since 9/1/16..

There ya go..

 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.