Ethanol and Corn Gains Traction As Marine, SAF, and E15 Demand Expands

Ethanol producers face a widening opportunity window as aviation and marine fuel markets expand, with the potential to add billions in demand if policy and certification align.

NASHVILLE, Tenn. (RFD-TV)— The International Maritime Organization (IMO), the U.N. body regulating global shipping, is pushing for net-zero greenhouse gas emissions by 2050, with benchmarks set for 2030 and 2040. That’s creating new demand for low-carbon fuels, and ethanol may be well-positioned. Corn growers are also looking to the national adoption of E15 sales as another way to boost sales and the economy.

Ethanol Finds Footing in Sustainable Aviation Fuel

Ankit Chandra of the U.S. Grains & BioProducts Council (USGBC) points out that America already has 18 billion gallons of ethanol production capacity, record exports of nearly 2 billion gallons last year, and the infrastructure of ports, rail, and barges to deliver supply chains today.

The global Sustainable Aviation Fuel (SAF) market is forecast to surge from $2.06 billion in 2025 to $25.62 billion by 2030, a compound annual growth rate of nearly 65 percent. Meanwhile, marine biofuels used in shipping were valued at $3.94 billion in 2024 and are projected to almost double by 2034.

For U.S. farmers, this could mean expanded demand for corn ethanol, soybean oil, and biomass as feedstocks for SAF and marine fuels. Success, however, depends on carbon certification standards, compliance with IMO and SAF rules, engine approvals, and investments in conversion and logistics.

Farm-Level Takeaway: Ethanol producers face a widening opportunity window as aviation and marine fuel markets expand, with the potential to add billions in demand if policy and certification align.

Could Year-Round E15 Bring in the Big Bucks?

According to a new study for the Renewable Fuels Association (RFA) and the National Corn Growers Association (NCGA), unrestricted sales of the corn-based biofuel could have a $25 billion economic impact while also helping to create a home for increased corn production.

Krista Swanson with the NGCA joined us on Friday’s Market Day Report for a closer look at the data. In her interview with RFD-TV News, Swanson outlined some of the study’s key findings and the primary impacts national, year-round E15 sales could have on the economy as a whole.

Swanson also discussed the upcoming corn harvest, which the USDA forecasted could be the largest in history, and how much of that crop still needs a home – and if higher-blend biofuel could be the answer. Lastly, she discussed how the study could impact regulatory decisions as Congress considers the Nationwide Consumer and Fuel Retailer Choice Act.

Related Stories
Smaller cow numbers and a declining calf crop point to prolonged tight cattle supplies, limiting near-term herd rebuilding potential.
Traders say that shift could eventually prompt the USDA to scale back soybean export projections, noting the outlook differs greatly for other grain commodities.
The federal government’s status is far from the only factor moving the markets on Friday. Two critical reports released today on producer inflation and the status of the U.S. cattle herd are also top of mind.
Record milk output looks strong today, but shrinking replacement numbers mean future supply adjustments could be faster and more volatile.
Often overlooked, cotton wholesalers act as stabilizers during market stress, translating fragmented retail demand into workable production programs for mills and manufacturers.
Strong blending demand continues to support ethanol use even as production and exports fluctuate.
Eliza Petry joins the RFD News team with a strong connection to agriculture and a commitment to covering the people and issues that matter most to rural America.
Early indications suggest the U.S. cattle industry may be nearing the end of its liquidation phase. Oklahoma State University livestock economist Dr. Derrell Peel says the industry could be at or near the cyclical low.
Beef x Dairy cattle with strong genetics and documentation are earning prices comparable to native feeders.

LATEST STORIES BY THIS AUTHOR:

With feed supplies running tight, producers can tap into some creative options, according to University of Pennsylvania Veterinarian and Professor Dr. Joe Bender.
Firm live cow prices and shifting dairy-side culling suggest cull cow values may stay stronger than usual this winter despite weaker cow beef cutout trends.
Shawn Haney, Host of RealAg Radio on Rural Radio SiriusXM Channel 147, joined us on Tuesday’s Market Day Report with the latest news from Canada impacting the ag sector.
Dr. Deb Vnoverbeke, UNL’s Head of Animal Science, joins us with more about the university’s experiential learning programs designed to prepare veterinary students for the future of agriculture.
Lewis Williamson with HTS Commodities shares an update on post-WASDE grain movement, with corn leading export momentum, soybeans steady, and wheat and sorghum continuing to move selectively.
New SDRP funding and expanded loss programs give producers additional tools to rebuild cash flow and stabilize operations after two years of severe weather losses.