# How Far Can Biofuels Carry ADM (NYSE:ADM)?

> Archer-Daniels-Midland reported adjusted earnings per share well above consensus, though revenue fell short. The company raised its annual earnings guidance and credited strong biofuel margins and supportive federal rules. Management said crush margins may have peaked but are expected to stay strong.

- Date: 2026-11-12 · published 2026-11-12T09:15:35.260Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/95330-how-far-can-biofuels-carry-adm-nyse-adm
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Federal biofuel rules are lifting demand for vegetable oil used in renewable diesel, which supports soybean oil prices. Strong crush margins also mean continued high soybean crush and meal output.

## Read by commodity

- SBM: neutral
- SBO: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2018-09-27 | [NBB Fuels Biodiesel Promotion \| U.S. Canola Association](https://feedsoft.ai/events/62921-nbb-fuels-biodiesel-promotion-u-s-canola-association.md) | +3.7% | +0.5% |
| SBO | 2025-05-13 | [Biofuels policy changes can affect soybean prices - Brownfield Ag News](https://feedsoft.ai/events/15121-biofuels-policy-changes-can-affect-soybean-prices-brownfield-ag-news.md) | +0.6% | -3.4% |
| SBO | 2022-02-25 | [How Will A Surge in Bio-Based Fuels Impact Grain Demand?](https://feedsoft.ai/events/15416-how-will-a-surge-in-bio-based-fuels-impact-grain-demand.md) | +3.6% | -2.1% |
| SBO | 2022-05-16 | [White House weighs inflation vs. farmers in new biofuel mandates](https://feedsoft.ai/events/15392-white-house-weighs-inflation-vs-farmers-in-new-biofuel-mandates.md) | -4.2% | -6.2% |
| SBO | 2023-04-06 | [Biofuels industry wants RVO adjustment - Brownfield Ag News](https://feedsoft.ai/events/15315-biofuels-industry-wants-rvo-adjustment-brownfield-ag-news.md) | -4.6% | -8.1% |
| SBM | 2024-10-28 | [Cargill, Bunge Slow Soybean Buying on Stalled US Biofuels Policy - Bloomberg](https://feedsoft.ai/events/27949-cargill-bunge-slow-soybean-buying-on-stalled-us-biofuels-policy-bloomberg.md) | -3.2% | -5.8% |
| SBM | 2026-04-03 | [US biofuel mandates climb amid war, farm income concerns \| World Grain](https://feedsoft.ai/events/19805-us-biofuel-mandates-climb-amid-war-farm-income-concerns-world-grain.md) | +4.0% | +2.7% |
| SBM | 2025-08-01 | [Uncertainty prevails as soy oil market seeks US biofuels clarity](https://feedsoft.ai/events/23827-uncertainty-prevails-as-soy-oil-market-seeks-us-biofuels-clarity.md) | +3.3% | +8.6% |

## Sources

- kalkinemedia.com: https://kalkinemedia.com/us/stocks/value/how-far-can-biofuels-carry-adm-nyseadm

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.