Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils

Archer-Daniels-Midland is rated a buy, supported by its dominant infrastructure and toll-collector role in global food and energy supply chains. ADM's ag services and oilseeds segment drove 129% year-on-year operating profit growth, underlining its competitive moat and scale advantages. EPA's Renewable Fuel Standard mandates create a structural demand floor for ADM's biofuel-linked businesses, catalyzing robust forward earnings growth.