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A University of Missouri economist said tariff talk has already disrupted ethanol exports, as Canada, the largest buyer of US ethanol, stopped buying. Ethanol stocks spiked to near-record highs as a result.
He expects ethanol grind to taper off this spring.
Lower ethanol exports and rising stocks weaken ethanol margins and reduce corn demand from ethanol plants. That is bearish for corn and DDGS.
brownfieldagnews.comJared White2025年3月4日在过去 683 次看跌的贸易事件之后，玉米 在 5 个交易日内中位数变动 -0.2%（47% 上涨；中间一半区间为 -1.7% 至 +1.6%），20 个交易日内为 +0.3%。
历史可比事件尚不足，暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
