ADM · 10-Q · 2026Q2 · Full report
Oilseed Processing Demand
Archer-Daniels-Midland Co · 2026-08-04 · Importance 43 · Surprise 32 · In source text
Geopolitical uncertainty, logistical and weather challenges, and confirmation of U.S. biofuel policy contributed to crush margin expansion in both soy and canola. North America benefited from strong domestic demand from crush producers, continued sales to China, and higher soybean meal export demand. Processed oilseed volumes increased to 9.477 million metric tons in the quarter from 9.051 million, driven by improved North America and South America crush volumes and better utilization, partly offset by planned EMEA downtime. Six-month oilseed volumes rose to 18.776 million metric tons from 18.142 million.
Key facts
- Processed oilseeds volumes for the three months ended June 30, 2026 were 9,477 thousand metric tons compared to 9,051 thousand metric tons for the three months ended June 30, 2025. source
- Processed oilseeds volumes for the six months ended June 30, 2026 were 18,776 thousand metric tons compared to 18,142 thousand metric tons for the six months ended June 30, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Processed oilseeds volumes for the three months ended June 30, 2026 were 9,477 thousand metric tons compared to 9,051 thousand metric tons… |
| revenue | positive | realized | — | Processed oilseeds volumes for the six months ended June 30, 2026 were 18,776 thousand metric tons compared to 18,142 thousand metric tons… |