U.S. Ethanol Exports Surge Past 1 Billion Gallons

Strong ethanol exports support long-term growth in corn demand.

Aerial of cargo ship carrying container for export cargo from cargo yard port to other ocean concept smart freight shipping ship front view_Photo by Yellow Boat via AdobeStock_1601867486.jpg

Aerial of a cargo ship carrying a container of exports.

Photo by Yellow Boat via Adobe Stock

LUBBOCK, TEXAS (RFD NEWS) — U.S. ethanol exports have surpassed one billion gallons in the current marketing year, putting shipments on pace to exceed last year’s record and reinforcing strong demand for corn-based fuel globally, according to the U.S. Grains and BioProducts Council.

Exports are up 13 percent year-over-year, driven by expanding international demand and improved market access. Canada remains the top buyer, importing 432 million gallons so far this year, while the European Union has nearly doubled purchases as it works toward renewable fuel targets.

Japan remains a steady customer, while Brazil has sharply increased its imports, and emerging markets like Nigeria are showing consistent growth. Higher ethanol blend rates and policy shifts in key countries are helping drive that demand.

For U.S. agriculture, strong ethanol exports translate directly into sustained demand for corn. As production continues to increase, export markets play a critical role in absorbing supply and supporting prices.

The industry also sees future growth tied to new uses, including sustainable aviation fuel and marine fuel applications, which could further expand demand.

Farm-Level Takeaway: Strong ethanol exports support long-term growth in corn demand.
Tony St. James, RFD News Markets Specialist

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:

Trump’s upcoming talks raise hopes for U.S. soybeans, but China’s record purchases from Brazil and Argentina show America’s market share remains under heavy pressure.
USDA’s report shows wheat strength overall, with winter wheat yields setting records, while spring wheat and rye saw declines. Oats and barley remain constrained by record-low acreage despite stable or rising yields.
Together, these markets highlight the diverse forces shaping industrial inputs and safe-haven assets.
Farmers face tighter barge capacity and higher freight costs during peak harvest.
Bigger-than-expected corn and wheat stocks are bearish for prices, while soybean figures were neutral. Farmers may face additional price pressure as harvest accelerates.
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.