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matthew sigel, recovering CFA @matthew_sigel on x 45.2K followers
Created: 2025-07-17 12:49:13 UTC
$ADM -X% pre-market after Trump said Cola-Cola has agreed to use "real cane sugar".
Even a partial shift = 1–2M tons of new sugar cane demand, a 1.5–3% shock to a finely balanced global market. Raw sugar is highly price-elastic at the margin, so could lift prices 10–25%.
AGRO crushes 13M tons/year, ~1.5% of global cane. A 5¢ rebound = +$60M EBITDA, or +18% vs $329M sellside estimate.
Less ethanol = less BTC mining, but mining only when power is cheap = higher ROI.
$AGRO
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Related Topics adm brazil mining bitcoin mining $agro $329m $60m tons