
USDA's Foreign Agricultural Service reports U.S. ethanol exports hit a second consecutive annual record in 2025. Growth was driven by rising import demand in major markets and reduced Brazilian export competition, with 2026 exports ahead of last year's pace through June.
Strong export demand for U.S. ethanol supports corn use and the co-product DDGS supply chain. Policy and energy-price wildcards could alter the 2026 trajectory.
After 729 past bullish trade events, Corn moved a median +0.4% over 5 sessions (56% higher; middle half -1.1% to +1.8%), and +0.5% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.