Biofuel Demand and Iran War Lift US Agribusiness Outlook
High oil prices and biofuel mandates are lifting soy crush margins for Bunge and ADM. Analysts raised 2026 profit outlooks amid global supply disruptions.
Xurve View
Insights:
Xurve View
BUNGE GLOBAL SA and ARCHER-DANIELS-MIDLAND CO are seeing North American soy crush margins reach their highest levels since 2022. Margins rose after the war in Iran pushed Brent Crude Oil and Soybeans prices to three-year highs. Higher biofuel demand and new United States blending mandates are lifting 2026 profit outlooks for grain traders.
