Tuesday, September 15, 2026

2025 U.S. Ethanol Exports Reach Second Consecutive Record High

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2025 U.S. Ethanol Exports Reach Second Consecutive Record High

During the past 2 years, U.S. ethanol exports reached new volume and value records, fueled by growing global ethanol import demand and reduced competition from Brazil, the world’s second-largest ethanol exporter. Top ethanol-importing markets like Canada, the European Union (EU), the United Kingdom (UK), India, Colombia, and the Philippines increased ethanol consumption and drove global import demand higher. At the same time, strong domestic fuel ethanol demand in Brazil reduced exportable supplies and raised domestic prices, allowing the United States to increase export share to a growing market.

While 2026 U.S. ethanol exports are ahead of last year’s record pace through June, there are a handful of wildcards that could greatly impact exports throughout the rest of the year. Changing U.S. and global biofuel policies, the emergence and implementation of new trade agreements, and the impacts of high energy prices due to the conflict in the Middle East could all have major impacts on 2026 U.S. ethanol exports.

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