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U.S. fuel ethanol output fell about 2% in the week ending May 22, 2026, while stocks rose slightly and exports dropped 32%. Spot ethanol was near $2.03 per gallon, about 15% above a year earlier.
USDA expects 2026-27 corn use for ethanol to stay flat near 5.6 billion bushels.
A 32% weekly export drop and rising stocks point to easier near-term ethanol supply, which can soften corn demand from ethanol plants. Flat USDA corn-for-ethanol projections keep the longer-term effect limited.
procurementresource.comUdeesha TomarJun 2, 2026After 683 past bearish trade events, Corn moved a median -0.2% over 5 sessions (47% higher; middle half -1.7% to +1.6%), and +0.3% over 20.
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.
