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EIA weekly data: Ethanol production up 2%, stocks up 2%, exports down 32%

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By Erin Krueger

January 06, 2026

Operations Business Markets 

U.S. fuel ethanol production expanded by 2% the week ending Dec. 26, according to data released by the U.S. Energy Information Administration on Dec. 31. Stocks of ethanol were also up 2% while exports declined 32%.

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The USDA Economic Research Service on Dec. 23 released its latest quarterly trade outlook report, announcing the agency now expects the value of FY 2026 ethanol exports to reach $4.6 billion, up from the agency’s August forecast of $4.5 billion.

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‘Shaped By Its Past’

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By Susane Retka Schill

January 05, 2026

Multiple themes emerge as historians compare the historic development of ethanol production and policy in Brazil and the U.S.

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The USDA on Dec. 23 announced it will host six Agribusiness Trade Missions in 2026, including those to Jakara, Indoneisa; Manila, Philippines; Istanbul, Turkey; Australia and New Zealand; Saudi Arabia; and Vietnam.

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Exploring CO2 sequestration, merchant market applications and the utilization opportunities available to ethanol producers.

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U.S. fuel ethanol production fell by 3% the week ending Dec. 19, according to data released by the U.S. Energy Information Administration on Dec. 29. Stocks of fuel ethanol expanded by 1% and exports were up 15%.

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USGBC members, industry experts join biofuel conferences in Japan

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By U.S. Grains & BioProducts Council

December 30, 2025

In early December, the U.S. Grains & BioProducts Council’s office in Tokyo, Japan participated in two conferences sharing the environmental benefits of biofuels and the availability of U.S. ethanol, supported by key contributors in the U.S. biofuel supply chain.

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U.S. fuel ethanol production expanded by more than 2% the week ending Dec. 12, reaching a record 1.131 million barrels per day, according to data released by the U.S. EIA on Dec. 17. Stocks of fuel ethanol fell by 1% and exports expanded by 53%.

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The European Union-Mercosur agreement remains a bad deal for the EU renewable ethanol sector, for European farmers and for Europe’s drive for strategic industrial and agricultural autonomy, according to ePURE.

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The Renewable Fuels Association and Growth Energy on Dec. 16 expressed support for the Office of the U.S. Trade Representative ‘s investigation into China’s prejudicial trade actions and urged the administration to hold China to its commitments.

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The USGBC recently escorted reporters from weekly Japanese business journals and other influential outlets on a tour of the U.S. biofuel value chain, with a focus on ethanol’s application as a feedstock for SAF through alcohol-to-jet technology.

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The government of Vietnam will require all gasoline sold nationwide to be blended with ethanol starting June 1, 2026, according to a report filed with the USDA Foreign Agricultural Service’s Global Agricultural Information Network.

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The EU's Bioeconomy Strategy confirms the importance of bioenergy to EU energy security and of biofuels to transport decarbonization, but marginalizes their use by creating unnecessary hierarchies for the deployment of agricultural biomass.

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The U.S. exported 148.4 million gallons of ethanol and 1.06 million metric tons of distillers grains in September, according to data released by the USDA on Dec. 11. Exports of both products were down when compared to August.

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The Brazilian Bank for Economic and Social Development (BNDES) on Oct. 28 announced it has approved R$300 million ($55.47 million) in financing to support the expansion of corn ethanol production at Neomille SA’s facility in Chapadão do Céu, Brazil.

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New initiative promotes US biofuels for maritime market

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By American Biogas Council and the Renewable Fuels Association,

December 11, 2025

The American Biofuels Maritime Initiative, a unified group of bioenergy stakeholders co-chaired by the American Biogas Council and the Renewable Fuels Association, announced its official launch on Dec. 11

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In 2025, SAF output is expected to reach 1.9 million metric tons (Mt) (2.4 billion liters), double the 1 Mt produced in 2024, according to the IATA. However, in 2026, SAF production growth is projected to slow down and reach 2.4 Mt.

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U.S. fuel ethanol production was down 2% the week ending Dec. 5, according to data released by the U.S. Energy Information Administration on Dec. 10. Weekly ending stocks of fuel ethanol were essentially unchanged while exports were down 26%.

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The U.S. Energy Information Administration increased its forecast for 2026 fuel ethanol production in its latest Short-Term Energy Outlook, released Dec. 9. The agency’s outlook for 2026 ethanol exports was also revised up.

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UNICA, the Brazilian sugarcane industry association, has released data showing that both sugarcane processing and ethanol production were up during the first half of November. Ethanol sales were down during the two-week period.

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USGBC: Policy changes in Malaysia, Vietnam create demand for US ethanol

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By U.S. Grains & BioProducts Council

December 10, 2025

Recent policy changes in Malaysia and Vietnam have opened significant market opportunities for U.S. producers, underscoring the region’s support for ethanol’s utility as a clean, affordable energy source.

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California Gov. Gavin Newsom in October signed a bill allowing E15 sales within the state. The California Air Resources Board's implementation process needs to move forward with more urgency.

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USGBC Director of Global Sustainability Carlos Suárez and USGBC Multilateral Policy Manager Linda Schmid recently attended the UN’s annual climate summit to share the carbon-reduction capabilities of biofuels.

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We Need to Talk About Biomass

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By David Carpintero

December 04, 2025

New research show using agricultural biomass for bioenergy and biobased materials increases food security while enhancing resilient and competitive agriculture.

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U.S. fuel ethanol production hit a record 1.126 million barrels per day the week ending Nov. 28, according to data released by the U.S. EIA on Dec. 3. Production was up 1% from the previous week, stocks were up 2% and exports were up 39%.

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The Fight for FFVs

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By Luke Geiver

December 02, 2025

Despite stalled momentum for E85-capable flex-fuel vehicle growth, ethanol advocates remain focused on opportunities.

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E15's Golden Opportunity

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By Luke Geiver

December 02, 2025

Now available in California, E15 has the potential to boost overall demand while fulfilling the state’s greenhouse gas emissions goals.

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The RFA is calling on the U.S. Trade Representative to implement reciprocal duties on U.S. imports of Chinese ag products in response to China’s failure to satisfy commitments to increase trade in ethanol and distillers grains.

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U.S. fuel ethanol production was up 2% the week ending Nov. 21, according to data released by the U.S. Energy Information Administration on Nov. 26. Stocks of fuel ethanol fell by nearly 2% while exports fell by 16%.

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USGBC leaders join USDA trade mission to Mexico

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By U.S. Grains & BioProducts Council

November 26, 2025

U.S. Grains & BioProducts Council leaders and its members recently traveled to Mexico to participate in a USDA agricultural trade mission (ATM) to strengthen trade relations between the countries.

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