Archer-Daniels-Midland: Waiting For The Weather To Break

Archer-Daniels-Midland faces near-term headwinds from weak soybean margins, policy uncertainty, and trade tensions, but management is aggressively cutting costs and optimizing operations. The company's recovery hinges on Washington's biofuel mandates and trade negotiations; regulatory clarity could quickly boost margins and earnings. Despite a tough first half, ADM's diversified business, improving Nutrition segment, and strong balance sheet offer resilience and upside potential.