US and Brazil See Ethanol Export Jump Amid Fuel Crisis

The United States and Brazil are reporting a significant increase in ethanol exports as global consumers seek alternative fuel sources during the ongoing Strait of Hormuz crisis. US shipments rose 20 percent in the first quarter while Brazil expects to double its foreign sales this season.

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The United States and Brazil are seeing a surge in ethanol exports as global buyers seek alternatives to Middle Eastern fuels. U.S. exports rose 20% to 638 million gallons in the first quarter, while Brazil expects to more than double its sales to 2.2 billion liters this season. The shift supports prices for corn and sugar, offering a hedge against supply disruptions in the Strait of Hormuz.

Ethanol shipments from the United States reached 638 million gallons in the first quarter. This 20% year-on-year increase follows record shipments in 2025. RFA chief executive Geoff Cooper said U.S. ethanol remains price-competitive against gasoline.

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