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POET's Doug Berven says ethanol adoption and blend rates are rising worldwide. He cites Brazil's effective blend near 55% under a 32% minimum mandate, India moving from almost no ethanol to 20% blends in five years, and Japan's new adoption.
He adds that talks with the European Union are progressing despite challenges.
Expanding blend mandates in Brazil, India and elsewhere add structural demand for corn and sugarcane-based ethanol, supporting ethanol and feedstock prices and competing with feed grain use. The effect is gradual and mostly reflects existing policy trends rather than a new shock.
rfdtv.comNeal Burnette-IrwinNov 11, 2026Not enough comparable past events yet for a historical read.
After 439 past neutral policy events, Corn moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +1.2%), and +1.1% over 20.
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.
