i see Brazil increasing it's ethanol production, if only for internal use, (but maybe increased exports as well). The us isn't the only energy market :o). With oil costing more to import than the local production cost of ethanol, the only path i see them taking is using more of the sugar crop for the production of ethanol and less for export. This I believe will be the catalyst so that:
"the world starts seeing sugar in terms of barrels volumetrically"
