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Ethanol Markets Steady Amid Strong Export Demand

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Published: January 26, 2026

Export Arbitrage

US ethanol remains the cheapest in the world, trading at a significant discount to Brazilian sugar-based ethanol. This arbitrage window is wide open, supporting shipments from the Gulf Coast.

Blending Demand

Domestic blending demand is stable, anchored by the RFS mandates. Producers are focused on maintaining margins by optimizing co-product (DDGS) sales.