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![matthew_sigel Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::886396943982899201.png) matthew sigel, recovering CFA [@matthew_sigel](/creator/twitter/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

![](https://pbs.twimg.com/media/GwD3mp4WEAAY1IX.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945828131857686951/c:line.svg)

**Related Topics**
[adm](/topic/adm)
[brazil](/topic/brazil)
[mining](/topic/mining)
[bitcoin mining](/topic/bitcoin-mining)
[$agro](/topic/$agro)
[$329m](/topic/$329m)
[$60m](/topic/$60m)
[tons](/topic/tons)

[Post Link](https://x.com/matthew_sigel/status/1945828131857686951)