
The article describes how a strengthening El Niño through early 2027 could alter temperatures and rainfall across South America, affecting biofuel feedstock availability and quality, supply logistics, and plant efficiency. It identifies Brazil, Argentina, Paraguay, and Uruguay as major regional ethanol producers exposed to those risks.
Weather disruptions could reduce or destabilize crop supplies used as ethanol feedstocks, raising procurement costs and potentially supporting grain prices; operational and logistics disruptions could also constrain ethanol output.
After 1,465 past bullish weather events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.4% to +1.9%), and +0.9% over 20.
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.