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Consultancies StoneX and Argus, as reported by Reuters in October, expect Brazil could reopen its ethanol import window from December 2026 to January 2027. Argus estimates imports of 150 to 200 million litres between October 2026 and March 2027, mainly through Suape port in Pernambuco.
The forecast depends on price, exchange rate and freight conditions and is not a confirmed deal.
Imports of US ethanol during the Brazilian off-season would add supply to a market already pressured by high costs, which could weigh on domestic ethanol prices and cane mill margins. The volume is small relative to Brazil's total output.
biocombustiveisnews.com.brMilena RochaNov 11, 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.
