US biofuel policy updates have raised ethanol margins but have not supported the DDGS market, according to sources. The EPA proposal sets 2026 and 2027 volumes at 24.02 and 24.46 billion gallons, up from 22.33 billion in 2025, with much of the increase in biomass-based diesel.
Market participants remain cautious that higher ethanol output will add pressure to DDGS values already weighed by weak feed demand and limited exports.
Higher ethanol output means more DDGS supply into a market with soft feed demand, which points to weaker DDGS prices for feed buyers. Stronger ethanol margins support corn demand from crushers, but the co-product effect dominates for DDGS.
Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Tras 318 eventos alcista de política pasados, Maíz se movió una mediana de -0,1 % en 5 sesiones (48% al alza; mitad central entre -1,4 % y +1,5 %), y -0,2 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.