Archer-Daniels-Midland (ADM)

The World Bank’s latest 2026 Commodity Markets Outlook reveals a fragile stability in global food systems, projecting a 2% slip in the agricultural price index for the year. This forecast, released as markets navigate a "low-price, high-volume" environment, suggests that the sharp inflationary shocks of the previous years are

As of February 18, 2026, the global agricultural landscape is witnessing a historic "decoupling" of commodities. While corn and wheat prices languish near multi-year lows under the weight of record-breaking global harvests, soybean oil has defied the gravity of the grain markets, surging a staggering 43% year-to-date. This divergence has

As the 2026 planting season approaches, American farmers are facing a paradox of record-low commodity prices and unprecedented government support. The centerpiece of this intervention is the newly minted Farm Bridge Assistance (FBA) program, an $11 billion emergency liquidity injection designed to keep the rural economy afloat following the passage

The global agricultural landscape has shifted into a definitive bear market as of early 2026, following a record-shattering 2025 harvest that has left elevators and silos overflowing across the American Heartland. A series of "jaw-dropping" reports from the U.S. Department of Agriculture (USDA) have effectively dismantled any remaining bullish

The American agricultural heartland is breathing a collective sigh of relief this week as reports of a significant breakthrough in US-China trade relations signal a potential windfall for domestic soybean producers. Following a high-stakes telephone conversation in early February 2026 between President Donald Trump and President Xi Jinping, the two

The American agricultural landscape is witnessing a dramatic recalibration following the U.S. Department of Agriculture’s (USDA) February 10, 2026, World Agricultural Supply and Demand Estimates (WASDE) report. In a move that caught many commodity analysts off guard, the USDA slashed its projection for corn ending stocks to 2.

The global agricultural market is grappling with a profound correction as the "commodities super-cycle" of the early 2020s appears to have hit a definitive wall. In a stunning reversal of the record highs seen throughout 2025, prices for essential staples—including corn, wheat, and coffee—have tumbled by as much

The U.S. Department of Agriculture (USDA) sent a wave of relief through the agricultural sector this week with the release of its February 2026 World Agricultural Supply and Demand Estimates (WASDE) report. Defying expectations of a mounting supply glut following last year’s historic production, the agency slashed projected

Soybean futures have experienced a dramatic 60-cent rally over the past two weeks, as market optimism builds around a potential breakthrough in US-China trade relations. Reports circulating in Washington and Beijing suggest that President Trump and President Xi Jinping are finalizing plans for a high-stakes summit in April 2026. The

In a landmark procedural victory for the second Trump administration, the U.S. House of Representatives has decisively rejected a multi-pronged effort to block or stall the President’s aggressive new tariff regime. The vote, which took place in early February 2026, effectively clears the legislative path for the "Trade

The American wheat market faced a wave of selling pressure this week following the release of the U.S. Department of Agriculture’s (USDA) February World Agricultural Supply and Demand Estimates (WASDE) report. The report, a critical barometer for global food commodities, stunned traders by upwardly revising U.S. wheat

In a surprising turn of events for the global agricultural markets, the U.S. Department of Agriculture (USDA) released its February 2026 World Agricultural Supply and Demand Estimates (WASDE) report, delivering a significant boost to the American corn outlook. Defying a prevailing market consensus that expected a neutral to slightly

Archer-Daniels-Midland faced a challenging fourth quarter, with management attributing the decline in performance to weak global agricultural trade, lower North American exports, and persistent softness in packaged food demand. CEO Juan Luciano highlighted operational improvements, such as record crush volumes in South America and enhanced manufacturing efficiencies, but acknowledged that these were offset by adverse market dynamics and reduced insurance proceeds. Luciano noted, "Our operating environment throughout 2025 was challenging," and stressed the company’s focus on cost controls, portfolio optimization, and cash flow generation in response to these headwinds.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Agricultural markets are entering a period of profound uncertainty as a confluence of surging input costs, volatile weather patterns, and shifting geopolitical alliances threaten to destabilize global food security. Despite a period of relative stabilization throughout 2025, early data from February 2026 suggests the "calm" is rapidly evaporating. According to

The global economic landscape is facing a profound shift as the World Bank’s latest "Commodity Markets Outlook," released in early February 2026, forecasts that commodity prices will plummet to their lowest levels in six years. This decline marks the fourth consecutive year of retreating prices, signaling the definitive end

As of February 6, 2026, the agricultural sector finds itself at the center of a high-stakes tug-of-war between digital diplomacy and physical market fundamentals. This week, the soybean market transformed into a volatile arena where a single social media post from President Donald Trump managed to erase weeks of bearish

The United States agricultural sector is witnessing a historic resurgence in international demand, with corn export volumes skyrocketing by 33% over the past year. Driven by a record-breaking 17.02 billion bushel harvest in late 2025, American growers are successfully reclaiming global market share, navigating a complex landscape of shifting

The global agricultural market experienced a seismic shift this week as soybean futures on the Chicago Board of Trade witnessed a massive surge, gapping higher by nearly 50 cents in a technical breakout. The catalyst for the rally was a high-stakes social media announcement from President Donald Trump, who detailed

Agricultural supply chain giant Archer-Daniels-Midland (NYSE:ADM) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 13.7% year on year to $18.56 billion. Its non-GAAP profit of $0.87 per share was 9.2% above analysts’ consensus estimates.

ADM ADM Q4 2025 Earnings Call Transcript

Agricultural supply chain giant Archer-Daniels-Midland (NYSE:ADM) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 13.7% year on year to $18.56 billion. Its non-GAAP profit of $0.87 per share was 9.2% above analysts’ consensus estimates.