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Brazilian ethanol production could reach 46.3 billion liters in the 2027/28 season, up 10% year over year, while domestic consumption is forecast to grow 6% to 41.2 billion liters. Expansion of corn ethanol plants and expectations for a large sugarcane crop are driving supply growth, which could exceed domestic demand and pressure prices and producer margins.
If production grows faster than domestic use and exports or other outlets do not absorb the difference, ethanol inventories could build and prices weaken. Expanding corn-ethanol capacity also supports demand for corn as a feedstock.
politicaeagro.com.brRedaçãoNov 11, 2026Not enough comparable past events yet for a historical read.
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.
