| The Domestic grind pulled back a bit.. not surprising given the negative margins to the tune of $0.50+ / gallon depending on the cost of the source stock.
And we imported a little ethanol this past week.. the Blend rate is BELOW the average.. thanks to the EPA above.. again WHEN are the ILLEGALLY WAIVED GALLONS going to be REISSUED?!?
.. but all in all we're hanging in there pretty tough.. even exported some if the numbers are correct.. a negative export is probably transported gallons showing back up in the system somewhere.. aka "stocks" at the destination.
These numbers are better than I feared.. but the industry is full on under assault thanks to Big Oil and their minons at the EPA.
FIX The RFS NOW!!
| | | | | | | | | | 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 | | | | | | | | | | | | | | | | | | | | | | | 9/7/2018 | 1020 | | 918 | | 0 | | 22,894 | 60% | | 74.7 | | 523 | | | 992.7 | 105,221 | | | 9649 | 9.51% | | 9/14/2018 | 1051 | | 928 | | 0 | | 22,746 | 60% | | 144.1 | | 1009 | | | 1072.1 | 108,419 | | | 9534 | 9.73% | | 9/21/2018 | 1036 | | 901 | | 0 | | 22,629 | 60% | | 151.7 | | 1062 | | | 1052.7 | 106,872 | | | 8987 | 10.03% | | 9/28/2018 | 1015 | | 917 | | 0 | | 23,445 | 62% | | -18.6 | | -130 | 2464 | 2141 | 898.4 | 104,705 | | | 9102 | 10.07% | | 10/5/2018 | 1040 | | 913 | | 71 | | 24,021 | 63% | | 115.7 | | 810 | | | 1028.7 | 107,284 | | | 9078 | 10.06% | | 10/12/2018 | 1011 | | 933 | | 0 | | 24,130 | 64% | | 62.4 | | 437 | | | 995.4 | 104,293 | | | 9182 | 10.16% | | 10/19/2018 | 1024 | | 940 | | 15 | | 23,897 | 63% | | 132.3 | | 926 | | | 1072.3 | 105,634 | | | 9324 | 10.08% | | 10/26/2018 | 1059 | | 936 | | 0 | | 22,746 | 60% | | 287.4 | | 2012 | 4185 | 4178 | 1223.4 | 109,244 | | | 9262 | 10.11% | | 11/2/2018 | 1068 | | 917 | | 0 | | 23,150 | 61% | | 93.3 | | 653 | | | 1010.3 | 110,173 | | | 9099 | 10.08% | | 11/9/2018 | 1067 | | 926 | | 37 | | 23,514 | 62% | | 126.0 | | 882 | | | 1052.0 | 110,069 | | | 9192 | 10.07% | | 11/16/2018 | 1042 | | 928 | | 0 | | 22,791 | 60% | | 217.3 | | 1521 | | | 1145.3 | 107,491 | | | 9185 | 10.10% | | 11/23/2018 | 1048 | | 924 | | 0 | | 22,930 | 60% | | 104.1 | | 729 | | | 1028.1 | 108,109 | | | 9188 | 10.06% | | 11/30/2018 | 1069 | | 896 | | 0 | | 23,030 | 61% | | 158.7 | | 1111 | 4896 | 3620 | 1054.7 | 110,276 | | | 8877 | 10.09% | | 12/7/2018 | 1046 | | 910 | | 0 | | 22,890 | 60% | | 156.0 | | 1092 | | | 1066.0 | 107,903 | | | 9036 | 10.07% | | 12/14/2018 | 1046 | | 924 | | 0 | | 23,873 | 63% | | -18.4 | | -129 | | | 905.6 | 107,903 | | | 9243 | 10.00% | | 12/21/2018 | 1042 | | 935 | | 0 | | 23,133 | 61% | | 212.7 | | 1489 | | | 1147.7 | 107,491 | | | 9348 | 10.00% | | 12/28/2018 | 1011 | | 868 | | 0 | | 23,162 | 61% | | 138.9 | | 972 | 3424 | 3330 | 1006.9 | 104,293 | | | 8623 | 10.07% | | 1/4/2019 | 1000 | | 815 | | 0 | | 23,254 | 61% | | 171.9 | | 1203 | | | 986.9 | 103,158 | | | 8735 | 9.33% | | 1/11/2019 | 1051 | | 862 | | 0 | | 23,351 | 62% | | 175.1 | | 1226 | | | 1037.1 | 108,419 | | | 8565 | 10.06% | | 1/18/2019 | 1031 | | 883 | | 0 | | 23,501 | 62% | | 126.6 | | 886 | | | 1009.6 | 106,356 | | | 8868 | 9.96% | | 1/25/2019 | 1012 | | 870 | | 0 | | 23,980 | 63% | | 73.6 | | 515 | 3830 | 3048 | 943.6 | 104,396 | | | 9564 | 9.10% | | 2/1/2019 | 967 | | 887 | | 0 | | 23,947 | 63% | | 84.7 | | 593 | | | 971.7 | 99,754 | | | 9073 | 9.78% | | 2/8/2019 | 1029 | | 873 | | 0 | | 23,466 | 62% | | 224.7 | | 1573 | | | 1097.7 | 106,149 | | | 8648 | 10.09% | | 2/15/2019 | 996 | | 887 | | 0 | | 23,913 | 63% | | 45.1 | | 316 | | | 932.1 | 102,745 | | | 8800 | 10.08% | | 2/22/2019 | 1028 | | 882 | | 0 | | 23,709 | 62% | | 175.1 | | 1226 | 3708 | 2715 | 1057.1 | 106,046 | | | 8981 | 9.82% | | 3/1/2019 | 1024 | | 895 | | 0 | | 24,261 | 64% | | 50.1 | | 351 | | | 945.1 | 105,634 | | | 9062 | 9.88% | | 3/8/2019 | 1005 | | 921 | | 0 | | 23,731 | 63% | | 159.7 | | 1118 | | | 1080.7 | 103,674 | | | 9140 | 10.08% | | 3/15/2019 | 1004 | | 909 | | 0 | | 24,412 | 64% | | -2.3 | | -16 | | | 906.7 | 103,571 | | | 9409 | 9.66% | | 3/22/2019 | 975 | | 920 | | 0 | | 24,448 | 64% | | 49.9 | | 349 | | | 969.9 | 100,579 | | | 9124 | 10.08% | | 3/29/2019 | 999 | | 909 | | 0 | | 23,992 | 63% | | 155.1 | | 1086 | 2888 | 3335 | 1064.1 | 103,055 | | | 9131 | 9.96% | | 4/5/2019 | 1002 | | 919 | | 0 | | 23,193 | 61% | | 197.1 | | 1380 | | | 1116.1 | 103,364 | | | 9806 | 9.37% | | 4/12/2019 | 1016 | | 924 | | 0 | | 22,676 | 60% | | 165.9 | | 1161 | | | 1089.9 | 104,808 | | | 9420 | 9.81% | | 4/19/2019 | 1048 | | 928 | | 0 | | 22,747 | 60% | | 109.9 | | 769 | | | 1037.9 | 108,109 | | | 9409 | 9.86% | | 4/26/2019 | 1024 | | 928 | | 0 | | 22,695 | 60% | | 103.4 | | 724 | 4034 | 3578 | 1031.4 | 105,634 | | | 9228 | 10.06% | | 5/3/2019 | 1036 | | 919 | | 0 | | 22,468 | 59% | | 149.4 | | 1046 | | | 1068.4 | 106,872 | | | 9871 | 9.31% | | 5/10/2019 | 1051 | | 953 | | 0 | | 22,250 | 59% | | 129.1 | | 904 | | | 1082.1 | 108,419 | | | 9148 | 10.42% | | 5/17/2019 | 1071 | | 951 | | 0 | | 23,404 | 62% | | -44.9 | | -314 | | | 906.1 | 110,482 | | | 9429 | 10.09% | | 5/24/2019 | 1057 | | 948 | | 0 | | 22,624 | 60% | | 220.4 | | 1543 | | | 1168.4 | 109,038 | | | 9394 | 10.09% | | 5/31/2019 | 1044 | | 931 | | 0 | | 22,553 | 59% | | 123.1 | | 862 | 4041 | | 1054.1 | 107,697 | | | 9441 | 9.86% | | 6/7/2019 | 1096 | | 953 | | 44 | | 21,802 | 57% | | 294.3 | | 2060 | | | 1247.3 | 113,061 | | | 9877 | 9.65% | | 6/14/2019 | 1081 | | 942 | | 0 | | 21,613 | 57% | | 166.0 | | 1162 | | | 1108.0 | 111,514 | | | 9928 | 9.49% | | 6/21/2019 | 1072 | | 951 | | 0 | | 21,567 | 57% | | 127.6 | | 893 | | | 1078.6 | 110,585 | | | 9466 | 10.05% | | 6/28/2019 | 1081 | | 947 | | 0 | | 22,844 | 60% | | -48.4 | | -339 | 3776 | | 898.6 | 111,514 | | | 9492 | 9.98% | | 7/5/2019 | 1047 | | 943 | | 17 | | 23,009 | 61% | | 97.4 | | 682 | | | 1040.4 | 108,006 | | | 9754 | 9.67% | | | | | | | | | | | | | | | | | | | Q2 grind | | | | | 18/19 MY 44 wks | 1035.0 | | 915.1 | | 4.2 | | 23190.7 | 61.1% | | 123.1 | | 862.0 | 3724.6 | 3243.1 | 1038.2 | 106,773 | 105,404 | | 9242.5 | 9.91% | | 17/18 MY 45 wks | 1044.0 | | 908.0 | | 2.4 | | 22140.4 | 58.4% | | 134.9 | | 944.3 | 4218.9 | 3323.2 | 1042.9 | 107,697 | 109,030 | | 9285.8 | 9.78% | | | | | | | | | | | | | | | | | | -923.7 | -3,626 | | | | | 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
Edited by JonSCKs 7/10/2019 12:42
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