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OPIS previews 2026 for the US ethanol industry, which is pushing for higher blend levels and new fuel applications. It notes that spot ethanol prices fell to a four-month low of about $1.70/gal in late November, while producer margins stayed solid at around 38 cents/gal.
Higher blend mandates would eventually lift ethanol and corn demand, but the effect is a future policy outcome rather than a current price driver. Current ethanol margins remain adequate.
governorsbiofuelscoalition.orgJan 5, 2026Not enough comparable past events yet for a historical read.
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.
