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Ethanol update
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JonSCKs
Posted 12/9/2015 18:37 (#4949504 - in reply to #4949485)
Subject: Yearly numbers for comparison


 

I'm trying to merge these tables together.. the total grind at 14.69 from the previous page is slightly behind the 14.77 shown below and we are gaining.. so.. "within reason to hit."

This table needs some more work.. but fyi.  One place is the WASDE grind.. which you now have to account for both the Corn as well as the Sorghum table.. Given that WASDE bumped the Sorghum last month 85 myn bushels (robbed from corn) as well as the corn table 25 myn this month (put some of it back).. Together puts us at 5.285 combined.. more than the 5.23 which I have below.

       Total      
  Gasoline supplied  Ethanol Ethanol ethanolcorn bu. Byn Plant Capacity
  myn bblsbyn gallonsdomestic byn gallonspercentageCalanderWASDE  
  per yearper year % chngexportsper year % chngdomestic 9/1/xxdifference
 20013143132.01   1.77 1.34%0.64   
 20023229135.622.73%  2.1420.90%1.58%0.78   
 20033261136.960.99%  2.8131.31%2.05%1.02   
 20043333139.992.21%  3.4021.00%2.43%1.24   
 20053343140.410.30%  3.9014.71%2.78%1.42   
 20063377141.831.01%  4.8825.13%3.44%1.771.6-0.17 
 20073389142.340.36%  6.5233.61%4.58%2.372.12-0.25 
 20083290138.18-2.92%  9.3142.79%6.74%3.393.05-0.34 
 20093284137.93-0.18%  10.9417.51%7.93%3.983.71-0.27 
 20103282137.84-0.07%12.9020.39813.3021.57%9.36%4.844.59-0.25 
 20113195134.19-2.65%12.7351.19513.934.74%9.49%5.075.02-0.05 
 20123178133.48-0.53%12.4790.74113.22-5.10%9.35%4.815.000.19 
 20133228135.581.57%12.6710.61913.290.53%9.35%4.834.64-0.19 
 20143256136.750.86%13.4540.84614.307.60%9.84%5.205.12-0.08 
 20153336140.112.46%13.9000.86514.773.25%9.92%5.375.23-0.1495.26%
 2016 142.801.92%14.200115.202.95%9.94%5.535.28-0.2598.06%
              
     2.16%15.61%2.95%  2.75 conversion  
              
         GrainOther   
      plants       
      21415.5byn gallon15.3560.1440.94%  
         1001.79.39k bbl/day capacity 
              

Margins are tight.. however as we get into the summer driving season we will see some support.. stockpiling for that should be starting now.

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