AGRO: the Profertil deal made this a leverage test
Adecoagro added a large fertilizer business just as its legacy farming year weakened; the AGRO question is whether Profertil earnings and ethanol flexibility can bring post-deal leverage down.
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Ameren's $31.8 Billion Grid Bet: Growth, Bills, and the Data-Center Wildcard
Ameren is pitching a regulated-utility growth story built on $31.8 billion of 2026-2030 infrastructure investment, but the thesis has to clear rate cases, customer bills, equity funding, and large-load demand.
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