🔊 CEOInterviews
Start App
CEO / Investor / Company ⓘ
Topic or Keyword ⓘ
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Juan Luciano

Chairman, Chief Executive Officer & President, Archer Daniels Midl

Search every verified Juan Luciano interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Juan Luciano, chairman and CEO of Archer Daniels Midland, raised the company’s full-year 2026 adjusted earnings per share guidance to a range of $4.15 to $4.70, up from the prior range of $3.60 to $4.25, during the Q1 2026 earnings call on May 5, 2026. He attributed the increase to the continued execution of company priorities and a “constructive biofuels environment” following clarity on renewable volume obligations (RVOs). Luciano noted that the majority of a $275 million net negative mark-to-market impact from Q1 is expected to reverse in Q2, with the remainder reversing in the second half of the year. He also highlighted that the company sequestered approximately 300,000 metric tons of CO2 in Q1 as part of its carbon capture and storage efforts, and that ADM is on track to achieve $500 million to $750 million in aggregate cost savings over a three-to-five-year period beginning in 2025. Luciano commended the administration and the EPA for advancing RVOs, which he said strengthen markets for American farmers and enhance energy security. He also discussed uncertainties in the second half of 2026, including potential impacts from trade deals, energy prices, and consumer demand. On the Q1 2025 call, Luciano described strong RVOs as the most important driver for the biofuel outlook and expressed confidence that the EPA sees them as a priority. He noted that the industry was not running at rates to satisfy mandated volumes and that margins would need to rise to increase crush rates. Luciano also mentioned strategic decisions to optimize the network, including the closure of a crush facility in Kershaw, South Carolina, and the exit of domestic trading operations in China and Dubai.

Selected quotes

Recent appearances