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Renewable Fuels Association NEC February 19, 2025

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U.S. Ethanol Exports MY 23/24 First 3 months MY 24/25: >479 million gallons – up 36.6% from last MY EU, UK, India, Colombia drive increase; sharp growth trends from Nigeria and Philippines

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Priority Markets 2024/2025 Primary markets • Canada • EU/UK • Japan • SEA-Indonesia, Vietnam, Philippines • Nigeria Secondary markets • Mexico • Colombia • Central America • Peru • Ecuador • India • South Korea

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Opportunities

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Asia • • • • • • • • • • • • • • • • Africa • • • Latin America • • • • Canada • E15 Opportunities • Questions Around CFR

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Challenges

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E U • • • Brazil • • Indonesia • 30% Tariff on Fuel Ethanol Colombia • • • India • • China • Phase One Review • Ethanol in Phase Two • DDGS AD/CVD

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THANK YOU!