# Brazil Ethanol Glut Set to Squeeze Sugar Mills in 2027

> Veeries projects Brazilian ethanol production will rise 10% to 46.3 billion liters in 2027/28, while domestic consumption grows 6% to 41.2 billion liters. Record sugarcane crushing, rainfall-boosted yields and seven new corn-ethanol plants adding at least 2.5 billion liters are expected to push supply above demand and weigh on mill margins.

- Date: 2026-11-05 · published 2026-11-06T00:13:33.901Z
- Category: policy · region Brazil · magnitude medium
- Page: https://feedsoft.ai/events/82790-brazil-ethanol-glut-set-to-squeeze-sugar-mills-in-2027
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

New corn-ethanol capacity should support corn demand, while the broader ethanol surplus may pressure ethanol prices and producers’ returns. The resulting price effect on feed commodities is indirect and likely limited.

## Read by commodity

- CORN: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2024-06-05 | [Brazil could triple corn ethanol output, margins to stay healthy: Inpasa](https://feedsoft.ai/events/29741-brazil-could-triple-corn-ethanol-output-margins-to-stay-healthy-inpasa.md) | +5.7% | -3.0% |
| CORN | 2025-10-23 | [Corn ethanol set to overtake sugarcane’s long-standing dominance](https://feedsoft.ai/events/22397-corn-ethanol-set-to-overtake-sugarcane-s-long-standing-dominance.md) | +1.8% | +3.4% |
| CORN | 2024-09-04 | [Ethanol push turns India into corn importer, shaking up global market](https://feedsoft.ai/events/28323-ethanol-push-turns-india-into-corn-importer-shaking-up-global-market.md) | -1.4% | +4.9% |
| CORN | 2020-10-13 | [Ethanol Recovers to a 'New Normal'](https://feedsoft.ai/events/50652-ethanol-recovers-to-a-new-normal.md) | +2.6% | +4.2% |
| CORN | 2025-06-26 | [India’s oilseed output may fall as farmers shift to maize for ethanol - The Economic Times](https://feedsoft.ai/events/24316-india-s-oilseed-output-may-fall-as-farmers-shift-to-maize-for-ethanol-the.md) | +4.6% | -1.5% |

## Sources

- theagribiz.com: https://www.theagribiz.com/international/brazil-ethanol-glut-set-to-squeeze-sugar-mills-in-2027/

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