How wet-milling capacity expansion in North America is reshaping the corn oil supply curve.
Corn oil remains a niche category by volume, but North American wet-milling capacity additions are quietly reshaping the supply curve.
Three new wet-milling lines coming online in 2026 will add an estimated 280,000 tonnes of corn oil capacity, much of which is already pre-sold into renewable-diesel offtake agreements.
Food-grade buyers should expect tighter availability and structural premiums on identity-preserved corn oil through 2027.