U.S. ethanol markets ended April on a firmer note, recovering from mid-month weakness as tightening supply-demand balances and stronger export activity supported prices. Market sentiment improved following policy-driven demand optimism and better blending economics, while weekly data showed signs of inventory drawdowns and stable production trends. Despite earlier pressure from elevated stocks and uneven refinery uptake, late-April export strength provided a key bullish trigger. Overall, the market shifted from volatility to a firmer close, reflecting improving demand conditions and a gradual rebalancing of domestic ethanol fundamentals.
