{"slug":"bunge-global","name":"번지","name_en":"Bunge Global SA","ticker":"BG","updated_at":"2026-09-24T10:04:26.767084+00:00","canonical":"https://valuechain.wiki/bunge-global","citable":"밸류체인 그래프 기준 번지의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 2)이고, 사슬을 2차까지 넓히면 11곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Bunge Global SA is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 11 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"글로벌 곡물·유지작물","kicker_en":"Global grains and oilseeds","lead":"번지는 곡물과 유지작물을 조달해 대두유, 식품 원료, 사료, 연료용 원료로 가공하고 전 세계 식품·에너지 기업에 판매한다. 주요 비용은 농산물 원료, 물류, 가공시설의 전력이며, 2025년 비테라를 인수해 곡물 유통과 가공망을 넓혔다.","lead_en":"Bunge sources grains and oilseeds, processes them into edible oils, food ingredients, feed and renewable-fuel feedstocks, and sells them to food and energy companies worldwide. Its main operating inputs include agricultural commodities, logistics and electricity for processing plants, while the 2025 Viterra acquisition expanded its merchandising and processing network.","categories":[{"key":"food-supply-processing-distribution","ko":"식품 원료가공·유통","en":"Food Processing & Distribution","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"대두 가공·정제"},{"name":"연질종자 가공·정제"},{"name":"기타 유지작물 가공·정제"},{"name":"곡물 유통·제분"}],"total":"FY2025 매출 703억2,900만 달러","track":"C"},"segments_en":{"parts":[{"name":"Soybean Processing and Refining"},{"name":"Softseed Processing and Refining"},{"name":"Other Oilseeds Processing and Refining"},{"name":"Grain Merchandising and Milling"}],"total":"FY2025 revenue of $70.329 billion"},"returns_yearly":{"2021":45.9,"2022":9.3,"2023":3.8,"2024":-20.7,"2025":18.6,"2026":35.7},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"unitedhealth-group","name":"유나이티드헬스 그룹","name_en":"UnitedHealth Group Incorporated","tier":3,"returns_yearly":{"2021":45.2,"2022":6.9,"2023":0.8,"2024":-2.4,"2025":-33.1,"2026":21.9}},{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":3,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}},{"slug":"chubu-electric-power-co","name":"주부전력","name_en":"Chubu Electric Power Co.","tier":2,"returns_yearly":{"2021":-6.9,"2022":26.2,"2023":41.4,"2024":-12.8,"2025":43.8,"2026":31.9}},{"slug":"caseys","name":"케이시스","name_en":"Casey's","tier":2,"returns_yearly":{"2021":11.2,"2022":14.5,"2023":23.3,"2024":45,"2025":40.1,"2026":17.2}},{"slug":"sysco","name":"시스코","name_en":"Sysco Corporation","tier":2,"returns_yearly":{"2021":8.3,"2022":-0.3,"2023":-1.7,"2024":7.4,"2025":-1,"2026":11}},{"slug":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":2,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":10.3}},{"slug":"dollar-general","name":"달러 제너럴","name_en":"Dollar General Corporation","tier":2,"returns_yearly":{"2021":13,"2022":5.6,"2023":-44.1,"2024":-43.1,"2025":79.6,"2026":1.8}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":2,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":0.6}},{"slug":"tokyo-electric-power-company-holdings-incorporated","name":"도쿄전력","name_en":"Tokyo Electric Power Company Holdings, Incorporated","tier":2,"returns_yearly":{"2021":-23.7,"2022":58.5,"2023":62.5,"2024":-48.1,"2025":42,"2026":-4.5}},{"slug":"emart","name":"이마트","name_en":"E-mart Inc.","tier":2,"returns_yearly":{"2021":-18.4,"2022":-19.5,"2023":-25.3,"2024":-14.6,"2025":44.7,"2026":-21.1}},{"slug":"chevron","name":"셰브론","name_en":"Chevron Corporation","tier":1,"returns_yearly":{"2021":46.2,"2022":58.5,"2023":-13.6,"2024":1.3,"2025":10.1,"2026":40.7}},{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":1,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}}],"benefiting":[{"slug":"evergy","name":"에버지","name_en":"Evergy","tier":1,"returns_yearly":{"2021":28,"2022":-4.9,"2023":-13.3,"2024":23.4,"2025":22.4,"2026":15.3}}],"analysis":"글로벌 곡물·유지작물 기업. 2026년 +35.7%다. 본주(+35.7%)와 수요단(평균 +19.3%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 셰브론(+40.7%), 가장 처진 곳은 펩시코(-2.2%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Bunge Global SA operates across Global grains and oilseeds. It is +35.7% in 2026. The stock (+35.7%) and its demand side (avg +19.3%) are moving in step. Among connected nodes the furthest ahead is Chevron Corporation (+40.7%) and the furthest behind is PepsiCo (-2.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its main operating inputs include agricultural commodities, logistics and electricity for processing plants, while the 2025 Viterra acquisition expanded its merchandising and processing network.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Viterra Limited","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-19","basis":"비테라 지분 100% 인수와 일부 부채 상환 등을 포함한 총 인수대가","value":10617000000,"period":"2025년 인수","basis_en":"Total purchase consideration for 100% of Viterra, including repayment of certain debt and other adjustments","qualifier":null},"note":"번지는 2025년 7월 비테라 지분 100%를 인수했다. 주식과 현금 지급, 비테라 부채 상환, 기존 관계 정산을 합친 총 인수대가는 106억1,700만 달러였다.","note_en":"Bunge acquired 100% of Viterra in July 2025. Total purchase consideration was $10.617 billion, including stock, cash, repayment of certain Viterra debt and settlement of pre-existing relationships.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1996862/000162828026009842/bg-20251231.htm","title":"번지 글로벌 2025 회계연도 Form 10-K","title_en":"Bunge Global SA Form 10-K for FY2025","excerpt":"번지는 2025년 7월 2일 비테라 인수를 완료했다.","excerpt_en":"On July 2, 2025, Bunge completed its previously announced Acquisition of Viterra."},{"stance":"mentions","publisher":"한국농촌경제연구원","publisher_en":"Korea Rural Economic Institute","kind":"research","lang":"ko","published_at":"2025-08-01","url":"https://repository.krei.re.kr/bitstream/2018.oak/32231/1/E11-2025-04.pdf","title":"해외곡물시장 동향 제14권 제4호","title_en":"World Grain Market Trends, Vol. 14 No. 4","excerpt":"Bunge Global은 Viterra와의 대형 합병을 발표한 지 2년 만에 공식적으로 마무리했다.","excerpt_en":"Bunge Global officially completed its large Viterra combination two years after announcing it."}]},{"direction":"cost","counterparty":"Direct Energy Renewable Services","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2021-01-28","basis":"포트워스 식용유 포장시설 전력 사용량 중 재생에너지 인증서 상쇄 비중","value":100,"period":"10년 계약, 2021년 8월 공급 개시","basis_en":"Share of electricity use at the Fort Worth oils packaging facility offset with renewable energy credits","qualifier":null},"note":"Direct Energy Renewable Services는 번지의 텍사스 포트워스 식용유 포장시설에 재생에너지 인증서와 연계된 전력을 공급한다. 10년 계약으로 해당 시설 전력 사용량의 100%를 상쇄한다.","note_en":"Direct Energy Renewable Services supplies renewable-energy-backed power for Bunge's Fort Worth, Texas oils packaging facility. The 10-year agreement offsets 100% of the facility's electricity use.","sources":[{"stance":"confirms","publisher":"번지","publisher_en":"Bunge","kind":"ir","lang":"en","published_at":"2021-01-28","url":"https://www.bunge.com/press-releases/bunge-announces-new-agreements-to-use-renewable-energy-at-its-production-plants-in-the-united-states","title":"번지, 미국 생산시설 재생에너지 사용 계약 발표","title_en":"Bunge Announces New Agreements to Use Renewable Energy at its Production Plants in the United States","excerpt":"번지는 Direct Energy Renewable Services와 10년 계약을 발표했다.","excerpt_en":"Bunge announced a 10-year agreement with Direct Energy Renewable Services."}]},{"direction":"cost","counterparty":"에버지","counterparty_slug":"evergy","confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2021-01-28","basis":"Evergy 네마하 카운티 풍력단지 발전량 중 번지 계약 비중","value":8,"period":"2019년 체결 장기계약","basis_en":"Bunge's contracted share of output from Evergy's Nemaha County wind farm","qualifier":null},"note":"Evergy는 번지의 캔자스주 애치슨 옥수수 제분소와 엠포리아 대두 가공공장에 풍력 전력을 공급한다. 번지는 네마하 카운티 풍력단지 발전량의 8%에 해당하는 장기 계약을 맺었다.","note_en":"Evergy supplies wind power used by Bunge's Atchison corn mill and Emporia soybean processing plant in Kansas. Bunge's long-term contract covers 8% of the Nemaha County wind farm's output.","sources":[{"stance":"confirms","publisher":"번지","publisher_en":"Bunge","kind":"ir","lang":"en","published_at":"2021-01-28","url":"https://www.bunge.com/press-releases/bunge-announces-new-agreements-to-use-renewable-energy-at-its-production-plants-in-the-united-states","title":"번지, 미국 생산시설 재생에너지 사용 계약 발표","title_en":"Bunge Announces New Agreements to Use Renewable Energy at its Production Plants in the United States","excerpt":"번지는 Evergy와 풍력단지 발전량 8%에 대한 장기 계약을 체결했다.","excerpt_en":"Bunge signed a long-term contract with Evergy for 8% of their wind farm."}]},{"direction":"revenue","counterparty":"셰브론","counterparty_slug":"chevron","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"셰브론의 합작사 생산 대두유 구매액","value":null,"period":"2025 사업연도 현재","basis_en":"Chevron purchases of soybean oil produced by the joint venture","qualifier":"confirmed_no_disclosed_value"},"note":"셰브론은 합작사 Bunge Chevron Ag Renewables가 생산하는 대두유를 재생연료 원료로 구매할 권리를 갖는다. 번지에 귀속되는 셰브론 상대 매출액은 공개되지 않았다.","note_en":"Chevron holds purchase rights for soybean oil produced by Bunge Chevron Ag Renewables for use as renewable-fuel feedstock. The amount of Chevron-related revenue attributable to Bunge is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/93410/000009341026000078/cvx-20251231.htm","title":"셰브론 2025 회계연도 Form 10-K","title_en":"Chevron Corporation Form 10-K for FY2025","excerpt":"셰브론은 대두유를 생산하는 Bunge Chevron Ag Renewables LLC의 지분 50%를 보유한다.","excerpt_en":"Chevron holds a 50 percent working interest in Bunge Chevron Ag Renewables LLC, which produces soybean oil."},{"stance":"confirms","publisher":"번지","publisher_en":"Bunge","kind":"ir","lang":"en","published_at":"2022-02-22","url":"https://investors.bunge.com/news-and-events/press-releases/2022/22-02-2022-132502013","title":"셰브론과 번지, 합작사 설립 본계약 발표","title_en":"Chevron, Bunge Announce Definitive Agreements to Create Joint Venture","excerpt":"계약에 따라 번지가 시설을 운영하고 셰브론은 생산된 기름을 구매할 권리를 갖는다.","excerpt_en":"Bunge will operate the facilities; Chevron will have purchase rights for the oil."}]},{"direction":"revenue","counterparty":"PepsiCo","counterparty_slug":"pepsico","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-04-04","basis":"PepsiCo의 번지산 식용유·곡물 원료 구매액","value":null,"period":"관계 확인 시점 2024","basis_en":"PepsiCo purchases of oils and grain-derived ingredients from Bunge","qualifier":"confirmed_no_disclosed_value"},"note":"PepsiCo는 번지에서 식용유와 곡물 원료를 구매하는 이름 있는 대형 식품 고객이다. 공개 자료에는 번지에서 구매한 금액이나 비중이 따로 제시되지 않았다.","note_en":"PepsiCo is a named large food customer that purchases oils and grain-derived ingredients from Bunge. Public sources do not disclose the value or share of purchases attributable to Bunge.","sources":[{"stance":"confirms","publisher":"Feed Strategy","publisher_en":"Feed Strategy","kind":"news","lang":"en","published_at":"2024-04-04","url":"https://www.feedstrategy.com/feed-mill-of-the-future/sustainability/blog/15667884/pepsico-drives-growth-of-cleaner-fuels-with-agriculture-partners","title":"PepsiCo, 농업 파트너와 더 친환경적인 연료 성장 추진","title_en":"PepsiCo drives growth of greener fuels with agriculture partners","excerpt":"PepsiCo는 ADM, 카길, 번지 등에서 식용유와 옥수수분, 옥수수 시럽 같은 원료를 구매한다.","excerpt_en":"It purchases commodities and ingredients from partners including ADM, Cargill and Bunge."}]}]}