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
Higher ethanol blend rates translate directly into stronger, more durable corn demand if regulatory momentum holds.
January 07, 2026 10:06 AM
·
Trade uncertainty—especially regarding soybeans—continues to weigh on future outlooks, even as farm finances and land values remain resilient.
January 06, 2026 03:09 PM
·
Strong export demand supports feed grain prices, but drought risk and seasonal patterns favor disciplined early-year marketing.
January 06, 2026 02:46 PM
·
Sen. Deb Fischer reintroduces the HAULS Act to update hours-of-service exemptions and definitions affecting livestock and agricultural haulers. She joins us on Market Day Report to share more about her proposed legislation.
January 06, 2026 01:28 PM
·
Corn export strength remains a key demand anchor, while China’s continued involvement in soybeans and sorghum bears close watching for price direction.
January 06, 2026 01:12 PM
·
Strong crush demand and rising ethanol production are pressuring feedstocks, as traders monitor storage risks and supply chain uncertainty and await the upcoming January WASDE report.
January 06, 2026 01:04 PM
·
