| he he he.. I might have a little egg on my face as it looks like I was simply tracking the backlog in shipping by the railroads (product unaccounted for sitting in a tanker car stuck on a siding somewhere..??) as opposed to exports..  Whoopsie.. but anywho.. fwiw here's this weeks update.. Weekly ethanol production declined by 26 k bbls to 896 k b/d.. but up 27 k bbls from a month ago.. so improving.. 2013-Sep | 09/06 | 848 | 09/13 | 838 | 09/20 | 832 | 09/27 | 875 | | | | 2013-Oct | 10/04 | 868 | 10/11 | 869 | 10/18 | 897 | 10/25 | 911 | | | | 2013-Nov | 11/01 | 902 | 11/08 | 927 | 11/15 | 904 | 11/22 | 927 | 11/29 | 913 | | 2013-Dec | 12/06 | 944 | 12/13 | 928 | 12/20 | 926 | 12/27 | 913 | | | | | | 2014-Jan | 01/03 | 919 | 01/10 | 868 | 01/17 | 905 | 01/24 | 900 | 01/31 | 895 | | 2014-Feb | 02/07 | 902 | 02/14 | 903 | 02/21 | 905 | 02/28 | 894 | | | | 2014-Mar | 03/07 | 869 | 03/14 | 891 | 03/21 | 885 | 03/28 | 922 | | | | 2014-Apr | 04/04 | 896 | | | | | | | | |
http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W_EPOOXE_YOP_NUS_MBBLD&f=W Weekly blenders and refiners net input increased 2 k bbls.. up 11 from a month ago.. | 2013-Sep | 09/06 | 834 | 09/13 | 842 | 09/20 | 852 | 09/27 | 846 | | | | 2013-Oct | 10/04 | 868 | 10/11 | 857 | 10/18 | 851 | 10/25 | 870 | | | | 2013-Nov | 11/01 | 859 | 11/08 | 874 | 11/15 | 853 | 11/22 | 837 | 11/29 | 837 | | 2013-Dec | 12/06 | 826 | 12/13 | 827 | 12/20 | 876 | 12/27 | 808 | | | | | | 2014-Jan | 01/03 | 756 | 01/10 | 797 | 01/17 | 802 | 01/24 | 815 | 01/31 | 801 | | 2014-Feb | 02/07 | 816 | 02/14 | 806 | 02/21 | 835 | 02/28 | 846 | | | | 2014-Mar | 03/07 | 841 | 03/14 | 845 | 03/21 | 857 | 03/28 | 850 | | | | 2014-Apr | 04/04 | 852 | | | | | | | | |
http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=w_epooxe_yir_nus_mbbld&f=w Whereas Stocks got a healthy build at 16,407 k bbls.. 532 k bbls more than last week.. however, only about 92% of last year's 17,788 k bbls.. so stocks are still the tightest for this time of year since records started. The previous two years were both over 20,000.. | 2013-Sep | 09/06 | 16,269 | 09/13 | 16,178 | 09/20 | 15,613 | 09/27 | 15,509 | | | | 2013-Oct | 10/04 | 15,390 | 10/11 | 15,419 | 10/18 | 15,499 | 10/25 | 14,961 | | | | 2013-Nov | 11/01 | 15,165 | 11/08 | 15,153 | 11/15 | 15,083 | 11/22 | 15,022 | 11/29 | 15,124 | | 2013-Dec | 12/06 | 15,448 | 12/13 | 15,625 | 12/20 | 15,660 | 12/27 | 15,582 | | | | | | 2014-Jan | 01/03 | 16,138 | 01/10 | 16,078 | 01/17 | 17,018 | 01/24 | 16,932 | 01/31 | 16,739 | | 2014-Feb | 02/07 | 17,062 | 02/14 | 17,203 | 02/21 | 17,024 | 02/28 | 16,611 | | | | 2014-Mar | 03/07 | 15,908 | 03/14 | 15,277 | 03/21 | 15,653 | 03/28 | 15,875 | | | | 2014-Apr | 04/04 | 16,407 | | | | | | | | |
http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W_EPOOXE_SAE_NUS_MBBL&f=W Ethanol prices did get high enough to attract imports.. which increased to 38 k bbls/d | 2013-Sep | 09/06 | 15 | 09/13 | 3 | 09/20 | 48 | 09/27 | 14 | | | | 2013-Oct | 10/04 | 0 | 10/11 | 0 | 10/18 | 0 | 10/25 | 0 | | | | 2013-Nov | 11/01 | 0 | 11/08 | 0 | 11/15 | 0 | 11/22 | 0 | 11/29 | 0 | | 2013-Dec | 12/06 | 0 | 12/13 | 0 | 12/20 | 0 | 12/27 | 0 | | | | | | 2014-Jan | 01/03 | 0 | 01/10 | 0 | 01/17 | 0 | 01/24 | 0 | 01/31 | 0 | | 2014-Feb | 02/07 | 0 | 02/14 | 0 | 02/21 | 0 | 02/28 | 0 | | | | 2014-Mar | 03/07 | 0 | 03/14 | 0 | 03/21 | 0 | 03/28 | 11 | | | | 2014-Apr | 04/04 | 38 | | | | | | | | |
http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W_EPOOXE_IM0_NUS-Z00_MBBLD&f=W So 896 - 852 = 44 with a stocks build of (15,875 - 16,407 / 7 =) -76 = -32 minus the imports of 38 = -70 which I now acknowledge must be slack inventory in transit showing up.. EIA does NOT report weekly exports.. unlike imports.. so we don't know..?? but the big export number I assumed happened a couple of weeks ago Must have been inventory disappearing into RR tanker cars.. or something.. ?? Golly aren't I embarrassed..  Anywho.. we're working through things.. and no doubt we did have some exports earlier.. when EIA catches up with the data.. we'll find out how much.. They currently only report monthly data.. which is looking pretty decent.. on an upswing. And I can hang my rally cap on that..  | 2010 | 324 | 519 | 1,153 | 973 | 414 | 387 | 603 | 707 | 929 | 834 | 930 | 1,717 | | 2011 | 1,364 | 1,425 | 2,003 | 2,865 | 1,743 | 1,604 | 3,036 | 1,246 | 2,525 | 2,895 | 3,634 | 4,117 | | 2012 | 1,819 | 1,785 | 1,992 | 1,775 | 1,397 | 1,410 | 1,519 | 1,206 | 1,191 | 1,284 | 965 | 1,313 | | 2013 | 1,518 | 1,017 | 1,407 | 975 | 976 | 814 | 839 | 1,190 | 1,288 | 1,267 | 1,964 | 1,544 | | 2014 | 2,054 |
http://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=M_EPOOXE_EEX_NUS-Z00_MBBL&f=M later..
Edited by JonSCKs 4/10/2014 09:33
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Ethanol.. non-exports.
