Grain and Oilseed Milling

Industry Profile Report

Dive Deep into the industry with a 25+ page industry report (pdf format) including the following chapters

Industry Overview Current Conditions, Industry Structure, How Firms Operate, Industry Trends, Credit Underwriting & Risks, and Industry Forecast.

Call Preparation Call Prep Questions, Industry Terms, and Weblinks.

Financial Insights Working Capital, Capital Financing, Business Valuation, and Financial Benchmarks.

Industry Profile Excerpts

Industry Overview

The 560 grain and oilseed milling companies in the US produce flours, edible oils, and breakfast cereals from grains and oilseeds. Firms also sell byproducts of the milling process as animal feed or fertilizer. Major product categories are flour milling, rice milling, malt manufacturing, wet corn milling, soybean and other oilseed processing, refining and blending fats and oils, and breakfast cereal manufacturing.

Shifts in Demand Due to Dietary Trends

Grain and oilseed milling companies can face swings in demand due to changing consumer diets and food fads.

Stricter Food Labeling Requirements

Grain and oilseed manufacturers must comply with a variety of food labeling regulations.

Industry size & Structure

The average grain and oilseed milling company has about 102 employees, operates at 1-2 locations, and generates $188 million in annual revenue.

    • The grain and oilseed milling industry consists of about 560 companies that employ 62,400 employees and generate $105.6 billion in annual revenue.
    • There are about 200 flour milling firms with over 13,900 employees and about 60 rice milling firms with about 5,300 employees.
    • There are about 25 malt manufacturers with about 835 employees and about 70 breakfast cereal manufacturers with 11,900 employees.
    • There are about 30 wet corn milling companies with about 7,400 employees and about 105 soybean and other oilseed processors with 9,165 employees.
    • About 85 fats and oils refining and blending companies have about 9,075 employees
    • The grain and oilseed milling industry is highly concentrated - the top 50 companies account for 87% of industry revenue.
    • Large US flour milling companies include Ardent Mills. Archer Daniels Midland, Grain Craft, Miller Milling, Bay State Milling Co, and General Mills. Large US producers of edible oils include Archer Daniels Midland, Bunge, Cargill, and CHS.
                                  Industry Forecast
                                  Grain and Oilseed Milling Industry Growth
                                  Source: Vertical IQ and Inforum

                                  Recent Developments

                                  Aug 21, 2024 - Prices Fall as Payrolls Rise
                                  • According to the latest US Bureau of Labor Statistics data, producer prices for grain and oilseed milling firms declined by 5.6% in July compared to a year ago after falling 3.9% in the previous July-versus-July comparison. Producer prices have been trending downward from their peak two years ago when Russia’s invasion of Ukraine accelerated an upward trend in grain and oilseed prices that kicked off in 2020. Employment by grain and oilseed milling firms grew 1.1% in July year over year, followed by a 4.4% rise in average wages at food manufacturers in August to $23.49 per hour, BLS data show.
                                  • A looming Canadian rail shutdown could boost demand for US wheat and feed grains, according to an agricultural economist at The University of Missouri, Ben Brown. Brown said worsening wheat conditions in the Black Sea region, France, and Argentina have opened the door for more US demand. The two largest railroad operators – Canadian National Railway and Canadian Pacific Kansas City – have issued lockout notices to the Teamsters union, representing nearly 10,000 workers. Failing a last-minute deal, both railroads plan to lock out workers in late August. The lockout could cripple shipments of food grains, along with beans, coal, and timber, which constitute a large part of Canada’s exports, CNN reports. Both railroads say their networks outside of Canada will continue to operate, but the stoppages could have ripple effects as they connect with several key US rail and shipping hubs, including Chicago, New Orleans, and Minneapolis.
                                  • Flour production in the US fell to a 12-year low in 2023 due to wheat shortages caused by unfavorable weather conditions, fewer farms growing wheat, and global market instability, according to the National Agricultural Statistics Service (NASS). Moreover, domestic flour production was the smallest in the fourth quarter of last year since 2010. Whole wheat flour production, which has been trending downward for eight years, declined by 6% in 2023 compared to 2022 and was down 25% from 2015, according to NASS. Data from NASS and other sources shows the production of whole wheat flour in 2023 was the smallest for any year since 2008-2009. Whole wheat flour production accounted for just 4.3% of total US flour production in 2023, down from 4.5% in 2022, 4.7% in 2021, and 5.7% in the peak year 2015, World-Grain.com reports. Flour prices are rising on falling production.
                                  • Planted area and average farm prices received by producers for corn, soybeans, and wheat are forecast to drop this year relative to 2023, according to the USDA’s Grains and Oilseeds Outlook for 2024. The agency’s initial expectations for 2024 total planted area of the three crops is projected at 225.5 million acres – a decline of about 1% from last year, reflecting expectations of lower prices and a reversion to a more typical level of prevent plant acres. Broken out, planted acreage of corn and wheat is projected to fall while planted soybean acreage is expected to increase, according to National Agricultural Statistics Service data. US demand for soybeans is expected to rise, driven largely by growth in biofuel use. Meanwhile, season-average farm prices received by producers for corn, soybeans, and wheat are forecast to be lower than in 2023 and below the average of the past 3 years.
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