# Smaller corn exports and ethanol growth expected to influence Brazilian market, Hedgepoint says

> Hedgepoint revised its Brazilian corn export forecast to about 38 million tonnes for 2025/26 and expects corn use for ethanol to reach 34 million tonnes in 2026/27. It also sees Argentina exporting about 45 million tonnes on a record crop, and a European production drop that could raise imports.

- Date: 2026-11-11 · published 2026-11-12T00:17:50.746Z
- Category: trade · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/94480-smaller-corn-exports-and-ethanol-growth-expected-to-influence-brazilian-market
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Ethanol](https://feedsoft.ai/c/ETHANOL.md), [DDGS](https://feedsoft.ai/c/DDGS.md)

## Why it matters

Lower Brazilian export volumes ease domestic supply tightness, while ethanol demand absorbs more corn and European import needs could open export room. Net, the analysis points to mixed pressure on corn prices.

## Read by commodity

- CORN: neutral
- DDGS: neutral
- ETHANOL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2025-04-03 | [February U.S. Ethanol and DDGS Exports Adjust to Market Shifts](https://feedsoft.ai/events/25104-february-u-s-ethanol-and-ddgs-exports-adjust-to-market-shifts.md) | +2.2% | +2.7% |
| CORN | 2022-09-20 | [Brazil ethanol exports to Europe to hit 12-year record, as Europe margins crash](https://feedsoft.ai/events/39566-brazil-ethanol-exports-to-europe-to-hit-12-year-record-as-europe-margins-crash.md) | -2.5% | +2.4% |
| CORN | 2023-10-25 | [ADM Profit Tops Estimates On Good Ethanol Margins, Brazilian Exports \| ESM Magazine](https://feedsoft.ai/events/33610-adm-profit-tops-estimates-on-good-ethanol-margins-brazilian-exports-esm-magazine.md) | -3.5% | -4.0% |
| CORN | 2023-07-12 | [New project seeks to boost Brazilian corn meal exports - DatamarNews](https://feedsoft.ai/events/35033-new-project-seeks-to-boost-brazilian-corn-meal-exports-datamarnews.md) | -5.7% | -8.7% |
| CORN | 2025-07-03 | [U.S. Exports of Ethanol and Distillers Grains Strengthened in May](https://feedsoft.ai/events/23736-u-s-exports-of-ethanol-and-distillers-grains-strengthened-in-may.md) | -5.1% | -5.0% |

## Sources

- feedfood.com.br: https://feedfood.com.br/exportacoes-menores-de-milho-e-avanco-do-etanol-devem-influenciar-mercado-brasileiro-aponta-hedgepoint/

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