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.
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.
The global grain markets are facing a sobering start to February 2026, as a relentless wave of supply from the Americas continues to crush commodity prices and dampen the outlook for the agricultural sector. On Monday, February 2, 2026, grain futures extended their recent slide: Wheat led the retreat with
The agricultural world is still reeling from the "major shock" delivered by the U.S. Department of Agriculture (USDA) in its January 2026 Crop Production report. Released earlier this month, the data confirmed what many feared but few expected: a massive supply glut that has fundamentally reset the price floor
The European Union’s ambitious roadmap toward a carbon-neutral continent has hit a significant roadblock as 2026 begins: a structural "feedstock crunch" that is driving price volatility across agricultural and waste-based commodity markets. As the ReFuelEU Aviation mandate—which required a 2% sustainable aviation fuel (SAF) blend starting in 2025—
As of late January 2026, the global agricultural market finds itself in a state of "bearish stability"—a precarious equilibrium where high production volumes from the 2025 harvest are being countered by intensifying logistical risks and a permanent geopolitical risk premium. While global supplies of wheat and corn remain relatively
The global economy is entering a period of significant deflationary pressure within the raw materials sector as the World Bank’s latest Commodity Price Outlook projects a sustained downturn through 2026. Driven by a historic surplus in crude oil and a sharp deceleration in demand from traditional industrial powerhouses, aggregate
As of January 27, 2026, the global agricultural landscape remains tethered to the volatile rhythm of the Black Sea. After years of disruption, the region has entered a state of "bearish stability"—a fragile equilibrium where ample 2025 harvests meet intensifying logistical risks. While wheat and corn prices have retreated
Over the past six months, Archer-Daniels-Midland has been a great trade, beating the S&P 500 by 14.6%. Its stock price has climbed to $67.23, representing a healthy 22.8% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
As of late January 2026, the global agricultural landscape has undergone a seismic shift, with Brazil firmly establishing itself as the undisputed leader of the soybean complex. No longer just the world’s leading exporter of raw beans, Brazil has successfully transitioned into an industrial powerhouse, rapidly expanding its domestic
