Record Ethanol Exports Drive Strong August Trade Gains

Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.

Farmland producing ethanol for the oil and gas industry. Railroad tankers cars lined up near a ethanol plant at sunset_Photo by photogrfx via AdobeStock_496174713.png

Photo by photogrfx via Adobe Stock

NASHVILLE, Tenn. (RFD-TV) — U.S. ethanol exports surged in August on the strength of record sales to Canada and the European Union (EU), pushing total shipments to 188.8 million gallons — a 15 percent monthly increase and 24 percent above last year. The month’s gains were anchored by 74.4 million gallons moving into Canada and 47.6 million gallons routed through the Netherlands for EU use, with both markets combining for nearly two-thirds of total exports. No foreign ethanol entered the U.S. during the period.

Additional buyers shifted sharply. Colombia increased imports by 43 percent to 14.1 million gallons, India rebounded after months of minimal activity, and Mexico moved higher as the United Kingdom, Peru, and the Philippines eased back. Year-to-date ethanol exports reached 1.42 billion gallons, tracking 16 percent ahead of 2024.

DDGS exports also strengthened. Shipments rose 10 percent to 1.17 million metric tons, with Mexico, South Korea, Vietnam, and Colombia accounting for half of all movement. Several destinations — including Colombia, Honduras, and New Zealand — posted record monthly totals. Year-to-date DDGS exports reached 7.64 million metric tons, slightly below last year’s pace.

Farm-Level Takeaway: Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.
Tony St. James, RFD-TV Markets Specialist
Related Stories
Taiwan’s pledge to expand imports strengthens export prospects for U.S. row crops, livestock products, and specialty commodities, while the USDA’s broader trade push seeks to diversify farm markets globally.
“American soybean farmers—who are already reeling from your sweeping tariffs—deserve better.”
With China’s pullback, U.S. sorghum producers must broaden their export markets. Building connections now could help stabilize prices and demand for the upcoming larger crop.
Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
Malone, Senior Director of Trade Execution at Bunge, emphasized the importance of spaces where women can engage in meaningful conversations about global trade, supply chains, and leadership opportunities.
Gov. Gavin Newsom has until October 12 to sign a bill passed by the California state legislature allowing E15 sales.
The Final Grain Stocks Report may be the last key figures we see if a government shutdown halts future updates.
The total value of the U.S. potato crop was $4.60 billion in 2024, representing an 8% decrease from the previous year.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Ethanol markets remain mixed — weaker production and blend rates are being partially balanced by stronger exports as winter demand patterns take shape.
Tariff relief may soften grocery prices, but it also intensifies competition for U.S. fruit, vegetable, and beef producers as cheaper imports regain market share.
Strong U.S. yields and steady demand leave most major crops well supplied, keeping price pressure in place unless usage strengthens or weather shifts outlooks.
Retail competition and improved supplies are helping offset food inflation, pushing Thanksgiving meal costs modestly lower despite higher prices for beef, eggs, and dairy.
While agriculture doesn’t predict every recession, the sector’s long history of turning down before the broader economy
The ACRE Act modestly reduces farmland borrowing costs now, with more savings possible once federal guidance clarifies which loans qualify.