'Food crisis fears ease as fertiliser exporters fill gap left by Iran war' - Financial Times

US Diesel Prices Surge Past $6.50: The Agriculture ETFs Caught in the Crossfire

U.S. diesel prices hit a record $6.50 a gallon, putting fresh pressure on farmers. Here’s what soaring fuel costs could mean for agriculture ETFs.

Archer Daniels Expands Natural Colors: Can It Unlock New Growth?

Archer Daniels Midland (ADM) is expanding its natural colors business targeting $80M-$100M in operating profit, capitalizing on the $1 billion U.S. natural colors market and clean-label consumer trends. The company has already secured wins replacing artificial colors in packaged foods and beverages, positioning itself to shift toward higher-value specialty ingredients.

Is Bunge Worth Buying as Oilseed Strength Meets Integration Risks?

Bunge Global (BG) benefits from strong soybean and softseed processing gains and Viterra integration with increased cost-synergy targets to $350 million. However, weak cash conversion, below-benchmark returns on invested capital, and persistent grain merchandising weakness create execution risks. The stock trades above its five-year median valuation, making synergy delivery and earnings consistency critical to investment thesis.

ScottsMiracle-Gro Advances Debt Reduction and Capital Allocation

ScottsMiracle-Gro (SMG) redeemed $250 million in senior notes, renewed a $750 million receivables facility, and initiated a $500 million share repurchase program with $25 million repurchased in August 2026. The company achieved its $275 million free cash flow target and expects to reduce leverage to the high-3x range, reaffirming fiscal 2026 guidance while focusing on operational excellence and its SMG 2.0 growth strategy.

Trump Says US Negotiating ‘Massive’ Belarus Potash Deal Amid Trade Tussle With Canada, Putin Ally Cites Shortage: ‘We Simply Do Not Have…’

Trump touts a massive Belarus potash deal at lower prices than Canada, but Lukashenko says no supply is available.

Shares of fertilizer companies are trading lower. Confidence in Saudi Arabian and other ships exiting the Strait of Hormuz, other exporters replacing lost Gulf volumes, and reports suggesting nitrogen fertilizer prices are returning to pre-war levels may have some investors trimming exposure to the sector.