ADM · News · 20260804N

Biofuels Policy and Outlook

Archer-Daniels-Midland Co · 2026-08-04 · Importance 74 · Surprise 84

New U.S. government regulations mandate increased biofuel content in gasoline and diesel, supporting ADM’s crushing and ethanol businesses. ADM raised its 2026 adjusted EPS outlook to approximately $5.15–$5.60 from $4.15–$4.70, citing stronger biofuel economics and processing margins. The policy-driven earnings benefit remains exposed to potential changes in U.S. blending mandates and related commodity-market conditions.

Key facts

• ADM increased its full-year adjusted earnings outlook to $5.15 to $5.60, a raise attributed by the WSJ to new U.S. government regulations mandating increased biofuel content in gasoline and diesel. source