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Brazil's Ministry of Mines and Energy and EPE project US$25.8 billion in biofuel investment for 2027-2036 under the PDE 2036 plan. Corn ethanol is expected to rise to about 40% of ethanol output, with new SAF and biomethane capacity planned.
Expanding corn ethanol is a structural demand driver for corn and produces DDGS and corn oil, which supports feed supply, while sugarcane-based growth depends on cane availability.
trade.govNov 13, 2026After 328 past bullish policy events, Corn moved a median +0.0% over 5 sessions (50% higher; middle half -1.3% to +1.3%), and -0.2% 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.
