In the São Paulo ethanol market, the 2025-26 harvest was characterized by tight supply and strong demand, leading to firm prices throughout the season. With low availability, sellers maintained a firm stance, while demand remained elevated, particularly for anhydrous ethanol, driven by nationwide sales of gasoline C. In São Paulo, a larger share of anhydrous ethanol was sold through contracts rather than on the spot market, with spot transactions accounting for 9.55% of total sales between April and November, up slightly from 9% the previous year. Adverse weather conditions reduced agricultural yields in the Center-South region, contributing to lower ethanol availability over the season.
Source: RPA News (*Translated by Ia Niani)