Regional Corn Balance Sheets

Data: gold/regional_corn_supply.parquet and gold/regional_corn_supply_counties.parquet. Basis: gold/spiritwood_constructed_basis.parquet and gold/underwood_constructed_basis.parquet and gold/ethanol_plant_basis.parquet. Historical MarketView yield comparisons: gold/heartland_basis_vs_production_by_quarter.parquet. Quarterly basis risk: gold/heartland_basis_risk_by_quarter.parquet. Manual daily series: gold/heartland_basis_daily.parquet. Historical production extrapolation: gold/ethanol_draw_area_yield_distribution.parquet. Map references: references/fsa_county_acreage/2026_county_acreage.geojson and references/eia_ethanol_plants/ethanol_plants.geojson.

• Draw areas include whole counties intersecting a 25-mile radius.
• Acreage is FSA Corn/Grain; historical yield is final NASS.
• September state stocks are allocated by draw-area production share.
• Capacity: Spiritwood 81, Underwood 77, Rensselaer 57 million gal/year.
• Annual grind: Spiritwood 28, Underwood 26, Rensselaer 20 million bu.
• Underwood has short-line rail supply as a backstop to local truck corn.
• 2026P uses USDA yields; 2027F–2030F use state trends and 2026 shares.
• Unreleased ending stocks use average 2021–2024 ending stocks.
• Residual use balances the table; negative values imply net inflow.