Octane Substitution Bid
As refiners scramble for octane, ethanol inclusion rates are hitting their maximum legal limits. This is creating a consistent, high-volume pull on Midwest stocks that is currently outstripping new production.
Feedstock Stability
Favorable weather across the US corn belt is keeping corn futures stable. This is allowing ethanol producers to maintain healthy margins even as global energy prices moderate, ensuring a steady supply for fuel blenders.