(edit) The California price I gave you is the NorCal terminal price. It's reported by PFL on a daily basis. Since I've been tracking it, the quarterly average for NorCal has been within a couple pennies of the quarterly average realized by PEIX (the PEIX quarterly average is usually a couple cents higher). I use the midpoint between the bid/ask for tracking the PEIX production margin.
The DTN prices you're looking at are the wholesale rack prices at regional distributors. They would have some influence on the prices Kinergy realizes, as they operate at regional distribution level in a number of western states. THey buy ethanol primarily from Nebraska producers (which is why I track the Nebraska USDA numbers). However, we really don't know the volumes they deal in at the resale level so it's pretty tough to attach any earnings potential to them. Clearly it's not that much, but it appears to be enough to move the overall quarterly price they realize above the NorCal average.
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