# US ethanol industry set for ‘rebalancing’ after rough 2018: analyst - Governors' Biofuels Coalition

> Raymond James analyst Pavel Molchanov told the National Ethanol Conference that the ethanol industry has passed its worst period and is set to rebalance. Ethanol prices rebounded, with Chicago Argo reaching $1.3445 per gallon, and the crush margin turned positive for the first time since October. He cited China's planned 10% ethanol mandate for 2020 as a future demand driver.

- Date: 2019-02-15 · published 2019-02-15T12:00:00.000Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/60616-us-ethanol-industry-set-for-rebalancing-after-rough-2018-analyst-governors
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [DDGS](https://feedsoft.ai/c/DDGS.md)

## Why it matters

Improving crush margins mean ethanol plants may resume production, which would support corn grind and DDGS supply. Future Chinese mandates could expand export demand for U.S. ethanol.

## Read by commodity

- CORN: bullish ▲
- DDGS: neutral

## Sources

- governorsbiofuelscoalition.org: https://www.governorsbiofuelscoalition.org/us-ethanol-industry-set-for-rebalancing-after-rough-2018-analyst/

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