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CoBank cites potential export disruptions as the most significant challenge facing ethanol producers

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By Erin Krueger

April 15, 2025

Policy Business Markets 

CoBank’s latest quarterly research report predicts domestic ethanol blending will remain stable or increase slightly this year. However, policy uncertainty and trade disruptions due to tariff disputes could negatively impact the industry.

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The U.S. EIA on April 15 released its Annual Energy Outlook 2025, which includes energy trend projections through 2050. The U.S. DOE, however, is cautioning that the forecasts do not reflect the Trump administration’s energy policy changes.

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To help ease the passage of U.S. agricultural products into Latin America (LTA), the U.S. Grains Council (USGC) recently held a workshop focused on port logistics and management in San Pedro Sula, Honduras.

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Virgin Australia and Qatar Airways have agreed to work together with Renewable Developments Australia to become key partners on a project that will set out to deliver a homegrown SAF production facility in Australia.

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The U.S. Energy Information Administration maintained its 2025 and 2026 forecasts for fuel ethanol production in its latest Short-Term Energy Outlook, released April 10. The agency also maintained its outlook for ethanol exports.

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U.S. fuel ethanol production was down 4% the week ending April 4, according to data released by the U.S. Energy Information Administration on April 9. Stocks of fuel ethanol expanded by 2% and exports were up 180%.

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Jet Zero Australia Pty Ltd has announced a FEED contract with Technip Energies and continuation of the owner’s engineering services contract with Long Energy & Resources for an ethanol-to-SAF project that will use LanzaJet technology.

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The current issue of Ethanol Producer Magazine addresses corn kernel fiber ethanol, the 45Z tax credit, analyzer technology, and industry events.

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Aemetis Inc. on April 8 announced that its production of renewable natural gas (RNG) increased 55% in March compared to February. Aemetis Biogas also completed a sale of LCFS and D3 RINs at the end of Q1.

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Verity Holdings LLC, a subsidiary of Gevo Inc., has partnered with Minnesota Soybean Processors (MnSP) to implement Verity’s proprietary track and trace software. The collaboration aims to unlock additional value through export premiums.

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The USGC’s office in Beijing in March organized a set of meetings aimed at assessing demand for SAF. USGC Director in China Manuel Sanchez led the team that included USGC Program Manager Ellie Yan and USGC Regional Ethanol Consultant Aaron Goh.

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IAG and Microsoft are extending their 2023 co-funded purchase agreement for SAF by five years. The SAF used under the agreement will be produced by Phillips 66’s Humberside refinery and LanzaJet’s facility in the U.S.

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Built For Mars, Used For Ethanol

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By Luke Geiver

April 04, 2025

Keit Industrial Analytics gives ethanol producers a new, real-time look at production with its advanced process liquid analyzer technology.

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North Dakota’s largest ethanol plant finds success through scale, refinement and change.

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The U.S. exported 138.75 million gallons of ethanol and 849,645 metric tons of distillers grains in February, according to data released by the USDA on April 3. Exports of both products were down when compared to February 2024.

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IATA: SAF registry goes live

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By International Air Transport Association

April 03, 2025

The International Air Transport Association has launched the Sustainable Aviation Fuel (SAF) Registry with its release to the Civil Aviation Decarbonization Organization. The registry is now live and under CADO management.

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Speakers at the 30th annual National Ethanol Conference reflected on the ethanol industry’s past, discussed ethanol’s current impact and looked toward the industry’s future under a new Trump administration.

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Iowa’s Renewable Fuels Infrastructure Program on March 25 awarded nearly $3 million in grants to support the addition of E15 at 111 retail sites. The program also awarded grants to support two biodiesel infrastructure projects.

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Connecting Supply with Demand

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By Lisa Gibson

April 02, 2025

As the ethanol industry navigates new opportunities in low-carbon fuels, contracts with grain procurement agencies are rising in popularity.

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U.S. operatable biofuels capacity increased slightly in January, with gains for ethanol, according to the U.S. EIA’s Monthly Biofuels Capacity and Feedstock Update, released March 31. Feedstock consumption was down when compared to December.

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Rex American Resources Inc. released fourth quarter financial results on March 26, reporting increased ethanol sales volumes and progress with the company’s planned carbon capture and storage (CCS) project in Illinois.

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Gevo Inc. CEO Patrick Gruber discussed the company’s proposed sustainable aviation fuel (SAF) project in South Dakota during a fourth quarter earnings call, held March 27, indicating financial close could be achieved by year-end.

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ADM and Mitsubishi Corp. on March 27 announced the signing of a non-binding memorandum of understanding (MOU) to form a strategic alliance to explore potential areas of future collaboration across the agriculture value chain.

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The South Dakota Corn Utilization Council and Kwik Star have announced a partnership to promote the use of ethanol-blended fuel across eastern South Dakota. The promotion encourages drivers to save at the pump with E15.

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The USGC in March escorted a team of Moroccan aquaculture sector stakeholders to attend Aquaculture 2025 and participate in training courses at Iowa State University as part of the USGC’s plan to develop demand for U.S. feed grains in Morocco.

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The International Air Transport Association has established the Civil Aviation Decarbonization Organization to manage the IATA-developed Sustainable Aviation Fuel (SAF) Registry when it is released.

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Technology group Wärtsilä has partnered with Brazilian energy company Energetica Suape II S.A to conduct a world-first clean energy trial, which will see ethanol – a biofuel mainly produced from sugarcane – used to generate clean power.

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LRQA acquires EcoEngineers

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By LRQA

March 27, 2025

LRQA, the leading global assurance partner backed by Goldman Sachs Alternatives, has acquired EcoEngineers, a U.S.-based consulting, auditing and advisory firm with an exclusive focus on the energy transition.

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U.S. fuel ethanol production fell by 5% the week ending March 21, according to data released by the U.S. Energy Information Administration on March 26. Ethanol stocks were up 3% and exports were up 48%.

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The USDA on March 25 announced it will release previously obligated funding under the Rural Energy for America Program To receive the funds, applicants will be required to remove “harmful DEIA" and “far-left climate features” from project proposals.

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