Aug. 19 at 4:17 AM
$ADM $BG Running some risk analysis plays with AI today. Looking for hidden gems to start rolling over profits to.
Global Agricultural Processing
Ticker & Sector: ADM (
$82.45) / BG (
$114.36) | Ag Processing & Soy Crush
Historical Probability: 85% – 90%
El Niño Upside: +20% to +35% (historical crush margin expansion)
Gulf Conflict drags to 2027 Upside: +15% to +25% (fertilizer export disruptions from the Persian Gulf elevate global crop pricing and processing margins)
Catalyst Drivers: Warmer Pacific waters displace cold Humboldt currents, collapsing Peruvian anchovy catches (20%–30% of global fishmeal). Aquaculture and livestock producers switch heavily to soybean meal, driving soy crush margins to peak levels.