Ethanol, biodiesel and renewable diesel supply, the corn and vegetable oil they consume, production margins and the RIN, biodiesel and ethanol spreads that tie energy back to agricultural markets. Analyst plan unlocks every origin, margin and spread, plus the feedstock pace index.
Ethanol, biodiesel and renewable diesel production and stocks
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Analyze biofuel spreads to detect anomalies and arbitrage opportunities
Latest Month-
Current Value-
vs Previous Month-
vs Year Ago-
Latest Period-
Season cumulative-
vs Previous Year-
vs 5-Year Avg-
Consumption pace
Consumption paceStrong Pace
ANALYST
Selected Margin-
Last Value-
Current Percentile-
Unit-
Margin Level
Margin LevelVery High Margin
ANALYST
Spread Analysis
Spread
--
Percentile
68%
Historic Range
-12.5 / 8.3
Signal
Above Average
Chart
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Low anomaly
Low
Normal
High
High anomaly
Brazil - US Ethanol ($/m³)
Date
Brazil - US Ethanol ($/m³)
2026-10-02
90.37
2026-09-25
29.61
2026-09-18
-5.11
2026-09-11
12.08
2026-09-04
-7.48
2026-08-28
-33.95
2026-08-21
-67.34
2026-08-14
-62.21
2026-08-07
-68.42
2026-07-31
-60.84
2026-07-24
-45.21
2026-07-17
-26.99
2026-07-10
-37.48
2026-07-03
-2.91
2026-06-26
-9.89
2026-06-19
2.94
2026-06-12
-6.52
2026-06-05
-16.69
2026-05-29
-23.01
2026-05-22
-29.19
2026-05-15
8.37
2026-05-08
18.55
2026-05-01
-2.99
2026-04-24
53.76
2026-04-17
92.65
2026-04-10
115.43
Where biofuel supply stands
USA Ethanol production, 2026/27
USA Ethanol production stood at 1.01 Mb/d in w39 2026/27. That is up 1.5% on the 1 Mb/d reported a year earlier. The 5-year average for this month is 0.97 Mb/d, leaving current levels up 4.3%.
Latest reported period compared with the same period of the previous campaign and with the five-season average. Updated automatically with every data refresh.
Where feedstock demand stands
USA Soybean Oil for Biofuel use, 2025/26
Cumulative USA soybean oil for biofuel use reached 5.93 Mt as of July in the 2025/26 campaign. That is up 21.8% against 4.87 Mt at the same point of 2024/25. The 4-season average for this point of the season is 4.88 Mt, putting the current pace up 21.6%.
Cumulative feedstock use for the latest reported period, compared with the same point of the previous campaign and with the five-season average. Updated automatically with every data refresh.
Where biofuel margins stand
USA Ethanol margin, last 180 days
USA Ethanol margin last stood at 99.74 $/t on 2026-10-02. Over the last 180 days the margin is down 21.01 $/t from 120.75 $/t, in a 92.41 to 128.39 $/t range and averaging 114.89 $/t.
Last value, move and range over the selected period, read from the same series the chart plots. Updated automatically with every data refresh.
Where biofuel spreads stand
Brazil - US Ethanol, last 180 days
Brazil - US Ethanol last stood at 90.37 $/m³ on 2026-10-02. Over the last 180 days the spread is down 25.06 $/m³ from 115.43 $/m³, in a -68.42 to 115.43 $/m³ range and averaging -3.17 $/m³.
Last value, move and range over the selected period. Updated automatically with every data refresh.
