Brazil Ethanol Prices Jump as Rain Leaves Cane in the Field

Brazil ethanol prices rebounded from their August low as strong raw sugar prices pulled mills toward sugar and heavy rain delayed the cane crush. Leticia Correa, StoneX Brazil Market Intelligence Analyst, explains the drivers behind the rebound and how blend rules are reshaping ethanol demand. Hydrous ethanol sales rose 18% year over year in August, yet year-to-date sales are only 3% higher despite months of favorable parity. The E30 mandate has cut ethanol inventories by about a quarter, while E35 approval depends on extensive testing. A new fuel tax relief package has not yet lowered ethanol prices at the pump. Download the StoneX 2026 Commodities Outlook: https://www.stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q4_26 Discover Actionable Sugar and Ethanol Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/grains?utm_source=youtube&utm_medium=social&utm_campaign=mi_outlook_q4_26_sxtv_leticia_correa 00:00 - Brazil Ethanol Bounces Back 00:24 - Rain and Sugar Lift Ethanol 01:26 - Hydrous Demand on Thin Ice 02:12 - E30 Drains Stocks, E35 Waits 03:13 - Tax Relief Stalls at the Pump Like and subscribe for more financial market insights. #Ethanol #StoneX #LeticiaCorrea #Biofuels --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@StoneX_Official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social