Report published September 23, 2026

BTIG Research: Energy Transition Blog: USDA Looks to Ramp Biofuel Exports, South Korea Invests in US Power Generation

BTIG · September 23, 2026

BTIG's Energy Transition Blog examines key industry updates including USDA plans to accelerate US biofuel exports, South Korea's multi-gigawatt power investments in the US, and hyperscaler power deals spanning nuclear, solar, and data center buildouts in Europe and North America.

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Finvaulta summarizes BTIG's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.Growing demand for baseload power to serve AI data centers is driving international investment into US generation and domestic nuclear capacity agreements.
2.European data center capacity is projected to surge by ~90% over five years, prompting major tech hyperscalers like AWS to establish powered shells and renewable PPAs abroad.
3.The USDA plans to expand US biofuel and ethanol exports to emerging Asian markets and support SAF applications, following record 2025 ethanol exports.

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Report data

Key figures extracted from this report

Metric	Estimate	Context
US Ethanol Exports	2.2 billion gallons	Value pegged at ~$4.7B by the USDA.
South Korea US Investment Pact Total Amount	350 USD billion	Part of a bilateral trade agreement, starting with a Texas gas plant.
Texas Gas Plant Project Capacity	6 GW	Pilot with ~1GW gas turbine followed by potential ~5GW combined-cycle capacity.
Europe Data Center Capacity Growth Expectation	90%	Growth in installed data center capacity across Europe.
Vogtle and Hatch Nuclear Capacity Addition	96 MW	Google agreement with Georgia Power, expected to save customers ~$900M over useful life.