| One Word. "Improvement."
Not back to where we want to be.. but getting there.. slowly.
Ethanol production was up, blended was up, stocks were down and the burn rate was 788.3 k bbls/day. The gap between now and last year on the grind closed to an "estimated" (give or take) 34 million bushels.. Still large.. still adding to the deficit but improving.
Implied disappearance.. not as blended gasoline is on par with last year.. and probably even though it's small sanitizer is probably helping us. If we could just get some exports on the books that would also be nice.
I heard today that one of our new plants nearby was going to refire next week.. so it appears that everyone is getting back in the saddle.
Good report.. just need more improvement. | | | | | | | | | | 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 | Vs Last year | Change | Supplied Finished | | | Ethanol k bbls/day | k bbls /day | k bbls /day | k bbls | k bbls | | k bbls /day | k bbls | Monthly | EIA | demand | | | | Motor Gasoline | | | | | | | | | | 37,936 | | | | | | | | 2.85 | conversion | | | Ethanol as % of | | | | | | | | | | | | | | | | | | | | | | | 9/6/2019 | 1023 | | 930 | | 0 | | 22,499 | 59% | | 279.0 | | 1953 | | | 1209.0 | 105,531 | 105,221 | 309 | 9807 | 9.48% | | 9/13/2019 | 1003 | | 905 | | 11 | | 23,238 | 61% | | 3.4 | | 24 | | | 908.4 | 103,467 | 108,419 | -4,952 | 8939 | 10.12% | | 9/20/2019 | 943 | | 935 | | 113 | | 22,500 | 59% | | 226.4 | | 1585 | | | 1161.4 | 97,278 | 106,872 | -9,594 | 9346 | 10.00% | | 9/27/2019 | 958 | | 923 | | 0 | | 23,219 | 61% | | -67.7 | | -474 | 3088 | 2540 | 855.3 | 98,825 | 104,705 | -5,880 | 9137 | 10.10% | | 10/4/2019 | 963 | | 917 | | 0 | | 21,224 | 56% | | 331.0 | | 2317 | | | 1248.0 | 99,341 | 107,284 | -7,943 | 9460 | 9.69% | | 10/11/2019 | 971 | | 942 | | 0 | | 22,061 | 58% | | -90.6 | | -634 | | | 851.4 | 100,166 | 104,293 | -4,126 | 9354 | 10.07% | | 10/18/2019 | 996 | | 928 | | 28 | | 21,364 | 56% | | 195.6 | | 1369 | | | 1123.6 | 102,745 | 105,634 | -2,888 | 9590 | 9.68% | | 10/25/2019 | 1004 | | 936 | | 53 | | 21,099 | 56% | | 158.9 | | 1112 | 4164 | 2689 | 1094.9 | 103,571 | 109,244 | -5,674 | 9784 | 9.57% | | 11/1/2019 | 1014 | | 917 | | 0 | | 21,874 | 58% | | -13.7 | | -96 | | | 903.3 | 104,602 | 110,173 | -5,571 | 9145 | 10.03% | | 11/8/2019 | 1030 | | 940 | | 0 | | 20,985 | 55% | | 217.0 | | 1519 | | | 1157.0 | 106,253 | 110,069 | -3,817 | 9321 | 10.08% | | 11/15/2019 | 1033 | | 929 | | 4 | | 20,514 | 54% | | 175.3 | | 1227 | | | 1104.3 | 106,562 | 107,491 | -928 | 9192 | 10.11% | | 11/22/2019 | 1059 | | 930 | | 36 | | 20,277 | 53% | | 198.9 | | 1392 | | | 1128.9 | 109,244 | 108,109 | 1,135 | 9204 | 10.10% | | 11/29/2019 | 1060 | | 902 | | 11 | | 20,639 | 54% | | 117.3 | | 821 | 4863 | 2558 | 1019.3 | 109,347 | 110,276 | -928 | 9032 | 9.99% | | 12/6/2019 | 1072 | | 858 | | 66 | | 21,815 | 58% | | 112.0 | | 784 | | | 970.0 | 110,585 | 107,903 | 2,682 | 8882 | 9.66% | | 12/13/2019 | 1064 | | 912 | | 0 | | 21,798 | 57% | | 154.4 | | 1081 | | | 1066.4 | 109,760 | 107,903 | 1,857 | 9411 | 9.69% | | 12/20/2019 | 1083 | | 938 | | 0 | | 21,469 | 57% | | 192.0 | | 1344 | | | 1130.0 | 111,720 | 107,491 | 4,229 | 9303 | 10.08% | | 12/27/2019 | 1066 | | 884 | | 0 | | 21,034 | 55% | | 244.1 | | 1709 | 4918 | 3490 | 1128.1 | 109,966 | 104,293 | 5,674 | 8961 | 9.86% | | 1/3/2020 | 1062 | | 801 | | 0 | | 22,462 | 59% | | 57.0 | | 399 | | | 858.0 | 109,554 | 103,158 | 6,396 | 8133 | 9.85% | | 1/10/2020 | 1095 | | 854 | | 25 | | 23,006 | 61% | | 188.3 | | 1318 | | | 1042.3 | 112,958 | 108,419 | 4,539 | 8558 | 9.98% | | 1/17/2020 | 1049 | | 864 | | 0 | | 24,031 | 63% | | 38.6 | | 270 | | | 902.6 | 108,213 | 106,356 | 1,857 | 8662 | 9.97% | | 1/24/2020 | 1029 | | 873 | | 0 | | 24,244 | 64% | | 125.6 | | 879 | | | 998.6 | 106,149 | 104,396 | 1,754 | 8793 | 9.93% | | 1/31/2020 | 1081 | | 888 | | 0 | | 23,474 | 62% | | 303.0 | | 2121 | 4987 | 3602 | 1191.0 | 111,514 | 99,754 | 11,760 | 8933 | 9.94% | | 2/7/2020 | 1033 | | 873 | | 0 | | 24,358 | 64% | | 33.7 | | 236 | | | 906.7 | 106,562 | 106,149 | 413 | 8722 | 10.01% | | 2/14/2020 | 1040 | | 896 | | 0 | | 24,781 | 65% | | 83.6 | | 585 | | | 979.6 | 107,284 | 102,745 | 4,539 | 8918 | 10.05% | | 2/21/2020 | 1054 | | 902 | | 35 | | 24,718 | 65% | | 196.0 | | 1372 | | | 1098.0 | 108,728 | 106,046 | 2,682 | 9035 | 9.98% | | 2/28/2020 | 1079 | | 897 | | 0 | | 24,964 | 66% | | 146.9 | | 1028 | 3221 | | 1043.9 | 111,307 | 105,634 | 5,674 | 9186 | 9.76% | | 3/6/2020 | 1044 | | 919 | | 9 | | 24,334 | 64% | | 224.0 | | 1568 | | | 1143.0 | 107,697 | 103,674 | 4,023 | 9449 | 9.73% | | 3/13/2020 | 1035 | | 915 | | 0 | | 24,598 | 65% | | 82.3 | | 576 | | | 997.3 | 106,768 | 103,571 | 3,198 | 9696 | 9.44% | | 3/20/2020 | 1005 | | 874 | | 0 | | 24,140 | 64% | | 196.4 | | 1375 | | | 1070.4 | 103,674 | 100,579 | 3,095 | 8837 | 9.89% | | 3/27/2020 | 840 | | 601 | | 0 | | 25,717 | 68% | | 13.7 | | 96 | 3615 | | 614.7 | 86,653 | 103,055 | -16,402 | 6659 | 9.03% | | 4/3/2020 | 672 | | 502 | | 0 | | 27,091 | 71% | | -26.3 | | -184 | | | 475.7 | 69,322 | 103,364 | -34,042 | 5065 | 9.91% | | 4/10/2020 | 570 | | 506 | | 0 | | 27,469 | 72% | | 10.0 | | 70 | | | 516.0 | 58,800 | 104,808 | -46,008 | 5081 | 9.96% | | 4/17/2020 | 563 | | 523 | | 0 | | 27,689 | 73% | | 8.6 | | 60 | | | 531.6 | 58,078 | 108,109 | -50,032 | 5311 | 9.85% | | 4/24/2020 | 537 | | 583 | | 0 | | 26,337 | 69% | | 147.1 | | 1030 | 976 | | 730.1 | 55,396 | 105,634 | -50,238 | 5860 | 9.95% | | 5/1/2020 | 598 | | 595 | | 0 | | 25,612 | 68% | | 106.6 | | 746 | | | 701.6 | 61,688 | 106,872 | -45,183 | 6664 | 8.93% | | 5/8/2020 | 617 | | 666 | | 0 | | 24,190 | 64% | | 154.1 | | 1079 | | | 820.1 | 63,648 | 108,419 | -44,771 | 7398 | 9.00% | | 5/15/2020 | 663 | | 680 | | 0 | | 23,626 | 62% | | 63.6 | | 445 | | | 743.6 | 68,394 | 110,482 | -42,088 | 6790 | 10.01% | | 5/22/2020 | 724 | | 712 | | 0 | | 23,176 | 61% | | 76.3 | | 534 | 2804 | | 788.3 | 74,686 | 109,038 | -34,352 | 7253 | 9.82% | | | | | | | | | | | | | | | | | | | | | | | | 19/20 MY 38 wks | 940.3 | | 830.3 | | 10.3 | | 23358.6 | 62% | | 122.7 | | 858.8 | 3626.2 | 2975.8 | 953.0 | 97,001 | 105,404 | -349,912 | 8444.0 | 9.82% | | 18/19 MY 38 wks | 1029.5 | | 910.4 | | 3.2 | | 23342.2 | 62% | | 122.6 | | 858.1 | 3678.6 | 3243.1 | 1033.0 | 106,201 | 109,030 | | 9176.7 | 9.93% | | 15 byn target: | | 978.0 | | | | | | | | | | | | | -9,200.1 | -3,626 | | | | | 19/20 vs 18/19 | -8.7% | | -8.8% | | 2 | | 0.1% | | | 0.1% | | 0.1% | -1.4% | -8.2% | -7.8% | -8.7% | -47,143 | bu lower | -8.0% | -1.0% | | | | | -15.1% | | | | | | | | | estimated | Reported | | | | | | | | 1057 | | 948 | | Last year | 22624.0 | yr ago | | | | 1543 | | | 1168 | | | | 9394 | 10.09% | | Cheers. 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 Ethanol Supply and Disposition https://www.eia.gov/dnav/pet/PET_SUM_SND_A_EPOOXE_MBBL_M_CUR.htm
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