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
Despite China’s sharp drop in grain purchases this year, new USDA export data this week shows that even some buying activity from the trade giant still moves the markets.
Corn and wheat exports remain supportive, but weaker soybean demand — especially from China — continues to pressure oilseed markets.
China’s pullback is hitting core U.S. commodities hard, reshaping export expectations for soybeans, cotton, grains, and livestock.
Slower grain movement may pressure basis, but falling diesel prices could help offset transportation costs.
Fertilizer markets face uncertainty after President Trump raised the possibility of tariffs on Canadian imports, with analysts warning of supply and pricing risks. Josh Linville with StoneX provides a fertilizer industry outlook.
A new study found that retaining the EPA’s half-RIN credit protects soybean demand, farm income, and crushing-sector strength while preserving biofuel market flexibility.

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:

A disciplined, breakeven-based marketing plan helps protect margins and reduce risk, even when markets remain unpredictable.
Expanded school access to whole milk provides modest but reliable demand support for U.S. dairy producers.
The American Farm Bureau Federation’s 2026 agenda centers on labor stability, biosecurity, and economic resilience for family farms. Expanded DMC coverage improves risk protection for dairy operations facing tighter margins.
Agronomy experts explain why standing crop residue protects soil and reduces costs for crop growers, while shredding often yields little benefit at higher costs.
Freight volatility increasingly determines export margins, making logistics costs as important as price in marketing decisions.
China’s beef policy risk stems from domestic volatility, making export demand inherently unstable. Jake Charleston with Specialty Risk Insurance offers his perspective on cattle markets, risk management, and producer sentiment.