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Rain in Brazil’s Center-South delayed sugarcane harvesting and slowed crushing, tightening ethanol supply as sales of hydrous ethanol by São Paulo mills rose 30.8% in October from September. Hydrous ethanol prices at mills increased 37.6% from early August to late October, reaching R$2.81 per liter in the week ending October 30 and R$2.88 the following week; estimates suggest 34–60 million tonnes of cane could be left standing for the next crop cycle.
Weather-related harvest and crushing delays constrain near-term ethanol availability while demand is strengthening, supporting ethanol prices. Potentially deferred cane could shift sugar and ethanol supply into the next season; the article does not identify feed-commodity impacts.
noticiasagricolas.com.brMarcelo PradoNov 9, 2026Not 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.
