# Excess Capacity, Export Competition Will Force U.S. Ethanol Industry to Transform | AP News

> A CoBank report says excess US ethanol capacity and export competition from Brazil will force the industry to transform, with weaker operators likely to exit. Top-tier operators have still earned attractive margins through proximity to corn and efficient processing.

- Date: 2020-06-18 · published 2020-06-18T12:00:00.000Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/52622-excess-capacity-export-competition-will-force-u-s-ethanol-industry-to-transform
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [DDGS](https://feedsoft.ai/c/DDGS.md)

## Why it matters

The report signals gradual capacity rationalization that could eventually cut corn grind and DDGS supply. Near-term price impact is limited.

## Read by commodity

- CORN: neutral
- DDGS: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2021-05-14 | [In 2020, U.S. exports of fuel ethanol fell for the second consecutive year -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/47081-in-2020-u-s-exports-of-fuel-ethanol-fell-for-the-second-consecutive-year-u-s.md) | -3.9% | +1.6% |
| CORN | 2020-05-01 | [U.S. ethanol exports fell for the first time in four years in 2019 -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/53120-u-s-ethanol-exports-fell-for-the-first-time-in-four-years-in-2019-u-s-energy.md) | +1.3% | +2.2% |
| CORN | 2026-09-02 | [Mixed week for ethanol production, stocks, exports - Brownfield Ag News](https://feedsoft.ai/events/17457-mixed-week-for-ethanol-production-stocks-exports-brownfield-ag-news.md) | -1.1% | +2.5% |
| CORN | 2025-12-24 | [SunSirs: China's Urea Industry Aims for 81 Million Tons of Annual Capacity by 2025 - ChemNet](https://feedsoft.ai/events/6497-sunsirs-china-s-urea-industry-aims-for-81-million-tons-of-annual-capacity-by.md) | -1.0% | -3.4% |
| CORN | 2026-02-16 | [Outlook For Feed Costs Holds Steady As Weak Dollar Supports Exports \| Industry News \| feedlotmagazine.com](https://feedsoft.ai/events/20688-outlook-for-feed-costs-holds-steady-as-weak-dollar-supports-exports-industry.md) | -0.8% | +4.3% |

## Sources

- apnews.com: https://apnews.com/press-release/globe-newswire/coronavirus-pandemic-business-health-global-trade-denver-46dec41c53d7ebc0efd086619233c3e8

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.