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EIA: Ethanol production up 2%, stocks down 3%

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By Erin Krueger

September 09, 2021

Business Operations 

U.S. fuel ethanol production expanded by 2 percent the week ending Sept. 3, according to data released by the U.S. Energy Information Administration on Sept. 9. Weekly ending stocks of fuel ethanol were down more than 3 percent.

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Aemetis Inc. has been issued building permits by Stanislaus County in California to construct the next phase of dairy biogas digesters in the Aemetis Biogas Central Diary Digester Project, which will be connected to the company's ethanol plant.

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Gevo Inc. on Sept. 7 announced plans to install an alcohol-to-hydrocarbon process pilot at its existing biorefinery located in Luverne, Minnesota. The company also recently filed environmental permits for its Net-Zero 1 project in South Dakota.

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The U.S. Energy Information Administration maintained its 2021 and 2022 forecasts for ethanol production in its latest Short-Term Energy Outlook, released Sept. 8. The forecast for 2021 ethanol blending was reduced slightly.

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UNICA, the Brazilian sugarcane industry association, has announced sugarcane processing was down nearly 7 percent in early August. Anhydrous ethanol production was up for the period, while ethanol sales were down.

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Rex American Resources Corp. on Sept. 1 announced its two majority-owned plants are operating at below capacity due to several factors, including a planned shutdown, high corn prices and logistics problems.

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U.S. fuel ethanol production fell by 3 percent the week ending Aug. 27, according to data released by the U.S. Energy Information Administration on Sept. 1. Weekly ending stocks of fuel ethanol were down nearly 1 percent.

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The USDA predicts fiscal year (FY) 2021 ethanol exports will be at $2.2 billion, down $60 million when compared to FY 2020. Moving into FY 2022, however, U.S. ethanol exports are expected to reach $2.4 billion, up $200 million from FY 2021.

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New benchmarking information points strongly toward a growing percentage of overall plant income streaming from ethanol's ancillary outputs. Data from 65 participating facilities show revenue from coproducts averaged 27% of total plant revenue in Q1.

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The USDA recently released its Grain Crushings and Co-Products Production report for August, reporting that corn use for fuel ethanol in June was down from the previous month, but up significantly from June 2020.

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U.S. fuel ethanol production fell by more than 4 percent the week ending Aug. 20, according to data released by the U.S. Energy Information Administration on Aug. 25. Ethanol stocks were down nearly 2 percent.

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The U.S. EPA has released data showing 1.69 billion renewable identification numbers (RINs) were generated under the Renewable Fuel Standard in July, up from 1.63 billion RINs that were generated during the same month of last year.

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Nearly 2,000 attendees, many returning to in-person events for the first time in two years, were briefed on policy objectives and producer priorities at ethanol's big summer show, the International Fuel Ethanol Workshop & Expo.

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Patrick Gruber, CEO of Gevo Inc., provided an update of the company's proposed Net Zero 1 biorefinery during a second quarter earnings call held Aug. 12. The company is expanding the scope of the facility, he said.

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Aemetis Inc. released second quarter financial results on Aug. 12, providing updates on its renewable natural gas (RNG) and carbon capture and storage (CCS) initiatives and discussing ongoing improvements at its Keyes, California, ethanol plant.

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Novozymes released second quarter financial results on Aug. 12, reporting that sales for its bioenergy segment were up 54 percent when compared to the same period of last year. Bioenergy sales for the first half of 2021 were up 16 percent.

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U.S. biofuel production capacity expanded slightly in May, reaching 20.795 billion gallons, up from 20.777 billion gallons in April. Total feedstock consumption was approximately 26.768 billion pounds in May, up from 24.296 billion pounds in April.

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U.S. fuel ethanol production fell by nearly 3 percent the week ending Aug. 6, according to data released by the U.S. Energy Information Administration on Aug. 11. Weekly ending stocks of fuel ethanol were down 2 percent.

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The U.S. Energy Information Administration increased its forecast for 2022 ethanol production in its latest Short-Term Energy Outlook, released Aug. 10. The forecasts for 2021 ethanol production and 2021 and 2022 ethanol blending were maintained.

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Aemetis Inc., an RNG and renewable fuels company, on Aug. 6 announced the final permit has been approved to begin construction of the next 21 miles of the Aemetis Biogas Phase 2 pipeline in Stanislaus County, California.

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Gevo Inc. in early August announced its biorefinery in Luverne, Minnesota, is resuming operations to produce fuel-grade, renewable isobutanol. The company has also announced a contract to sell renewable national gas (RNG) to bp.

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UNICA, the Brazilian sugarcane industry association, has announced that anhydrous ethanol production continued to grow in the first half of July, expanding more than 30 percent when compared to the previous year. Ethanol sales were down slightly.

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The Andersons Inc. released second quarter financial results on Aug. 3, reporting its ethanol segment generated $23.5 million of pretax income during the period. The Andersons CEO Pat Bowe called Q2 one of the segment's best quarters ever.

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ICM has signed an agreement with Neomille, a subsidiary of Cerradinho Bioenergia, to design a bio-refinery in the Brazilian state of Mato Grosso do Sul. Construction will take place in Maracaju, 160 kilometers southwest of the state capital.

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Alto Ingredients Inc. released Q2 financial results on Aug. 3, reporting that specialty alcohol accounted for more than one-third of the ethanol it sold during the period. Company officials also discussed plans to sell the company's Stockton plant.

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U.S. fuel ethanol production was down slightly the week ending July 30, according to data released by the U.S. Energy Information Administration on Aug. 4. Weekly ending stocks of fuel ethanol also fell slightly.

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California Ethanol + Power is partnering with the Joint BioEnergy Institute to develop scalable next-generation renewable energy products using biomass from CE+P's planned sugarcane ethanol facility in Imperial County, California.

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Green Plains Inc. released second quarter financial results on Aug. 2, reporting improved earnings and progress with initiatives related to ultra-high protein, corn oil, clean sugar and carbon capture and storage (CSS).

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Summit Carbon Solutions announced it has received a strategic investment from John Deere to advance the world's largest carbon capture and storage project, which will enable the production of low-carbon ethanol.

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The USDA recently released its Grain Crushings and Co-Products Production report for July, reporting that corn use for fuel ethanol in May was up significantly from both the previous month and May 2020.

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