
USDA forecasts U.S. ethanol export earnings of $5.4 billion in fiscal 2026 and $5.5 billion in 2027, up from $4.59 billion in fiscal 2025. The article attributes U.S. gains in global market share partly to strong Brazilian domestic biofuel demand limiting Brazil’s exportable supplies.
Growing U.S. exports indicate stronger demand for U.S. ethanol, while reduced Brazilian export availability tightens competing supply. This is supportive for ethanol trade and prices, though the figures are forecasts rather than confirmed shipments.
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