Ethanol Prices Firm on Renewable Blending Mandates

Mandatory Blending Floors

The structural floor for ethanol is firmly set by federal blending mandates. With the 2026 targets now in effect, blenders are actively securing contracts for the first half of the year, preventing prices from following the gasoline downturn.

Feedstock Stability

Record Midwest corn yields have ensured a low-cost feedstock environment. This margin expansion is encouraging ethanol plants to run at near-capacity, which is keeping the spot market well-supplied but stable.