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FuelEU: A Growth Opportunity for Midwest Ethanol Producers

MODULAR DESIGN: Mock-up of a plant making use of Worley and Topsoe's modular and standardized approach to e-methanol synthesis. PHOTO: WORLEY

June 5, 2025

BY Omar Hamid

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International Opportunity

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By Luke Geiver

April 03, 2026

Markets Coproducts 

From work to reconnect with China to new export destinations around the world, the global opportunity for U.S. ethanol and DDGS is unlike ever before.

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The U.S. exported 209.87 million gallons of ethanol and 919,855 metric tons of distillers grains in February, according to data released by the USDA on April 2. Exports of both products were up when compared to February 2025.

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Rex American Resources Corp. on March 26 confirmed the expansion project at its One Earth Energy facility in Illinois is nearing completion. The company also reported record-high ethanol sales volumes for fiscal year 2025.

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Corn use for fuel ethanol production in January 2026 was down when compared to both the previous month and January 2025, according to the USDA’s latest Grain Crushings and Co-Products Production report.

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The U.S. EPA on March 19 proposed to approve the state of Colorado’s request for primacy over Class VI wells. If approved, the primacy application could help expedite the development of ethanol CCS projects within the state.

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