ADM · News · 20260805N

Biofuels and Ethanol Demand

Archer-Daniels-Midland Co · 2026-08-05 · Importance 19 · Surprise 24

ADM described the biofuels environment as constructive, with stronger demand supporting crushing and ethanol operations. Biofuels demand is surging in the United States, while increased U.S. ethanol exports are also benefiting the industry. The demand backdrop includes aggressive U.S. blending mandates and continued soybean purchases from China.

Key facts

• Management cited stronger biofuel economics, crush execution and Nutrition gains as reasons for raising the 2026 earnings outlook. source