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
Related Stories
Marilyn Schlake with the UNL Department of Agricultural Economics joined us for a closer look at the evolving role of livestock sale barns.
Rail continues to carry a larger share of the grain load, increasing sensitivity to rail capacity, labor, and pricing conditions.
Year-round E15 remains on the table, but procedural caution and competing regional interests pushed action into a slower, negotiated path.
Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.
Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.

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:

Agriculture remains a key drag on regional growth amid weak prices and policy uncertainty.
Tight cattle supplies favor poultry and pork while keeping beef margins under pressure.
Mike Spier, president and CEO of U.S. Wheat Associates, discusses the new U.S.-Bangladesh trade agreement and its potential benefits for U.S. wheat growers.
Strong corn exports offer support, while soybeans and wheat remain weighed down by ample global supplies, according to the USDA’s latest WASDE report for February.
Higher livestock prices reflect resilient demand, even as disease and herd shifts reshape 2026 supply expectations.
Bankruptcy filings reflect prolonged margin pressure, rising debt, and limited financial flexibility across farm country. Bigger operating loans are helping farms manage costs, but they also signal growing reliance on borrowed capital.