Upstream Ag Insights

The Rise of Biologicals and Specialty Fertilizers: A Report on Agribusiness Strategy, Progress and Initiatives ◼︎◼︎◼︎ I’ve conducted an in-depth review of the top fertilizer and crop protection companies, delving into their annual reports, quarterly earnings calls, and key announcements to uncover critical insights into their biologicals and specialty product businesses. This analysis has been built out into a report that highlights their strategic moves, including partnerships, investments, acquisitions, current revenue, and growth targets. More importantly, I’ve identified emerging trends and potential next steps that these industry leaders may take to shape the future of crop inputs. If you're looking to stay ahead of industry shifts, this comprehensive look into their playbooks will provide the insights needed to inform your own strategy. One suggestion from the report, and previous Upstream Ag Insights writings, has already come to fruition just this week - BASF announced a partnership with Acadian Plant Health™. Check out just a few of the 25+ images from the full report below. For the full Report, become an Upstream Ag Professional member and access it here: https://lnkd.in/gd8EssnU Yara International Nutrien The Mosaic Company ICL Group Corteva Agriscience Bayer UPL Syngenta Group FMC Corporation Sound Agriculture Joyn Bio Kimitec Vestaron Crop Protection Biotalys Azotic Technologies Ltd. Bioceres Crop Solutions Lavie Bio AgroSpheres Micropep Technologies SOLASTA Bio Novonesis Kula Bio Pivot Bio Koppert Switch Bioworks Upstream Ag Ventures

Upstream Ag Insights brought to you in partnership with Headstorm - Week of October 14th 2024 ◼︎◼︎◼︎ This week's essential news and analysis for agribusiness leaders includes: •The Rise of Biologicals and Specialty Fertilizers: A Deep Dive Report on Agribusiness Strategy, Progress and Initiatives Yara International ICL Group The Mosaic Company Nutrien Ag Solutions BASF Bayer FMC Corporation UPL Syngenta Group Corteva Agriscience Upstream Ag Insights •Solinftec Seeking to Raise R$300 Million for 17% Equity Plus a Solix Overview and Why Ag Retail Should Pay Attention •Sentera Aerial Weed Scout Update and the Technical Dynamics that Need to be Overcome | Brian Wenngatz Eric Taipale •Unlocking Demand for Regenerative: Insurance Hinderances | Brenda Tjaden •Rethinking the Financing of Agtech Innovation: Is Venture Capital the Best Path Forward? | Sarah Nolet Matt Coutts Steve Sprieser •Bridging the Gap: How Bio-Enabled Combination Solutions are Leading to the Future of Bio-Control and Whether "Bio" Really Matters? | Jacqueline Heard Darren Anderson Gabriel Wilmoth Enko® Ascribe Bioscience Vive Crop Protection + more! Check out the first comment for a link to this week's edition. #agtech #agribusiness #agriculture #strategy #innovation Upstream Ag Ventures

Upstream Ag Professional Big Four Stories of the Week ◼︎◼︎◼︎ This weekend's edition of Upstream Ag Professional, detailing essential news and analysis, includes: 1. The Rise of Biologicals and Specialty Products: What Agribusiness Leaders Need to Know About Incumbent Strategy This week I went through the largest fertilizer and crop protection companies annual reports, quarterly earnings calls and historical announcements to aggregate key insights about each entities biological and specialty product strategy and business, including partnerships, investments, acquisitions, current revenues and targets and what they might do next.  The Mosaic Company Nutrien ICL Group Yara International Bayer BASF Corteva Agriscience FMC Corporation Syngenta Group Upstream Ag Insights Check out the snapashots in the images below. 2. Solinftec Seeking to Raise R$300 Million for 17% Equity Beyond the potential fund raise, this week I dive into Solinftec's go-to-market strategy with their Solix platform and share some potential avenues for ag retailers and crop protection manufacturers to consider. 3. Rethinking the Financing of Agtech Innovation: Is Venture Capital the Best Path Forward? Is it really misaligned time horizons that makes agtech challenged in agriculture? Or a bunch of other things? What are potential avenues for the evolution of funding? Sarah Nolet Steve Sprieser Matt Coutts 4. Bridging the Gap: How Bio-Enabled Combination Solutions are Leading to the Future of Bio-Control Is it bio > synthetic? Is it a continuum? And Where does synthetic end and “natural” or bio-based begin? Or should it even matter? Discourse on whether we focus on the right thing surrounding the evolution of crop inputs. Vive Crop Protection Enko® + more including on insurance and regenerative agriculture, and an update from Sentera in Aerial Weed Scout. Become an Upstream Ag Professional member and get all of this in your inbox this Sunday: https://www.upstream.ag/ #agtech #agriculture #agribusiness #strategy #innovation Upstream Ag Ventures

The Context Network's 2024 Biotech Traits Commercialized (BTC) Study Highlights and Analysis ◼︎◼︎◼︎ Recently, The Context Network shared their 2024 Biotech Traits Commercialized (BTC) Multi-client Study that explores the landscape of biotech traits, highlighting the current state, company development trends, and extrapolating future initiatives that will drive the commercial success of agribusinesses globally in the world of seed. This week I highlighted some of my favorite lessons and images from the report, which you can find at the link: https://lnkd.in/gMCZvVTX #agribusiness #seed #innovation #agriculture Upstream Ag Insights

Influencing the Market vs. Letting the Market Influence You ◼︎◼︎◼︎ Morgan Housel has talked about the stories we tell ourselves to make sense of the world. In business, often, theis means the stories we tell ourselves about the market. This aligns with a theorem that states "If men define situations as real, they are real in their consequences." "Poor commodity prices mean a down year for our sales" "Farmers are having profitability challenges, we should forecast less" Well intentioned, but are are they locking in a years worth of performance before the season even begins? This week I broke down what we can learn from contrasting the views and comments from companies like NACHURS and The Andersons, Inc. with views and actions from The Mosaic Company and BW-Fusion. Check out my most recent article: https://lnkd.in/gWtyyu5A #agtech #agribusiness #agriculture #innovation #perception #strategy Upstream Ag Insights

Upstream Ag Insights brought to you in partnership with Headstorm - Week of October 7th 2024 ◼︎◼︎◼︎ This week's essential news and analysis for agribusiness leaders includes: •The Context Network's 2024 Biotech Traits Commercialized (BTC) Study Highlights and Analysis •Influencing the Market vs. Letting the Market Influence You: What we can learn from Micronutrient Manufacturers About Influencing the Market and How Those that do, Win | Upstream Ag Insights BW-Fusion NACHURS CropLife The Mosaic Company The Andersons, Inc. •Ag Retailers Slow to Add Drones + DJI Lobbying Spend •Syngenta Group Adds Cutting-Edge GenAI to Cropwise •How Bayer is unearthing agronomy's future with generative AI •AgroSpheres Secures $37M Series B Funding | Payam Pourtaheri Ameer Shakeel •John Deere See & Spray Adoption: Farmers Success Stories & Why They Won’t Go Back | 21st Century Equipment LLC •Why Trying to Be the Tesla of Agriculture Is Missing the Point—and What We're Doing Instead | SwarmFarm Robotics Andrew Bate + more! Check out the link in the first comment. Upstream Ag Ventures #agtech #agribusiness #agriculture #innovation #strategy

A few quick highlights from The Context Network's 2024 Biotech Traits Commercialized (BTC) Study: •2023 was a record trait launch year for both transgenic traits and non-transgenic traits with small entities outside the big four being the largest and fastest growing segment. •From 2018 to 2023, the total number of pipeline traits increased across every crop illustrating the expanded research & investment across all agricultural crops. •BASF, Bayer and Corteva Agriscience have the highest percentage of their regulatory approvals globally associated with “food” based traits. and many more!

BASF Agriculture Solutions Capital Markets Day Highlights and Analysis ◼︎◼︎◼︎ Recently, I highlighted the rationale behind the announced spin-out, and last week BASF shared some components of their business and while there weren't a lot of specific details shared, there are some interesting considerations to think about in looking at their materials: a. Will BASF acquire a bio-based entity moving forward? Their pipeline appears bare when it comes to biologicals. b. BASF emphasized digital solutions. How will BASF deploy their emphasized digital offerings in North America when factoring in channel influence? How does adoption chain risk impact them? c. How are they positioned with R&D expenditure and efficiency compared to Bayer and Corteva? Plus more on BASFs new strategic direction. Upstream Ag Insights Check out the full breakdown here: https://lnkd.in/gCicsdzx

Q2 2024 Agribusiness Earnings Results: Themes, Highlights, Analysis and Financial Data ◼︎◼︎◼︎ Exclusive Report! I’ve carefully analyzed the financial results of the industry’s top Crop Protection, Ag Equipment, and Fertilizer manufacturers to create a custom report tailored specifically for agribusiness professionals like you. This report isn’t just a collection of numbers and it goes far beyond Q2—it’s a powerful tool. Inside, you'll discover key trends, essential quotes, and visual insights, all woven together to give you a deep, actionable understanding of the agribusiness landscape for what's unfolding throughout the remainder of 2024. Through distilling dozens of hours of earnings calls, thousands of pages of financial reports, and integrating other market trends, I have streamlined the insights into a comprehensive report. This means you can save time and stay ahead of the curve with real, tangible insights. You can find the report report available here with images, quotes and charts from the report: https://lnkd.in/gG6Ywm3x The Report Includes Three Components: 1. 2nd Quarter 2024 Agribusiness Earnings Results Report Over 100 pages of agribusiness insights, including macro themes, important quotes from agribusiness executives from crop protection, fertilizer and equipment manufacturers and key images about the current industry environment. 2. Three Excel Workbooks that have Agribusiness Financial Results Data from Q4 2022 to Q2 2024 •Crop Protection and Seed Manufacturers Financial Data (Bayer, Corteva Agriscience, Syngenta, BASF, FMC Corporation, UPL, Nufarm, Bioceres Crop Solutions, KWS Group) •Fertilizer Manufacturer Financial Data (Yara International, CF Industries, The Mosaic Company, Nutrien, ICL Group, OCP Group) •Equipment Manufacturer Financial Data (John Deere, CNH Industrial, AGCO Corporation, Lindsay Corporation, Valmont Industries, Inc., Titan Machinery) 3. A complimentary 3-month Upstream Ag Professional membership that gets you full-access to can’t miss industry insights every Sunday. For more on the report, check out the link above or send me a message! Upstream Ag Insights

Upstream Ag Insights brought to you in partnership with Headstorm - Week of September 30th 2024 ◼︎◼︎◼︎ This week's essential news and analysis for agribusiness leaders includes: •Disrupting Agronomy? Mental Models for Why the Future of Agronomy is Ai-Augmented not Automated | Ryan D. Raguse Margy Eckelkamp Upstream Ag Insights How can we think about the applicability of AI in a more precise way to understand where the opportunities are, or aren't? •BASF Agriculture Solutions Capital Markets Day Highlights and Analysis What might some efforts look like for BASF as a stand alone company? Acquisition of a biological company? Their bio pipeline looks bare and many of their largest competitors have made big strategic moves (image below). •Brilliant Harvest Inc. Emerges from Stealth with AI-powered Helpdesk for Ag Equipment Dealers | Remi Schmaltz Customer experience is important. What can we learn from AgVend and Bushel for a company focused on the equipment dealer? •The Voice of the Regenerative Farmer | Stratus Ag Research Bayer | Crop Science •The Future of Ag Equipment: Is There Room for a ‘Tesla’ in Agricultural Equipment? | Patrick Honcoop •Digital Doppelgangers in Agrifood | Rhishi P. LandScan •Micropep Technologies closes Series B Round at $40M after Supplemental Funding Raised from Corteva Agriscience, and Sparkfood •Agribusiness Guide: Navigating Precision Spraying Impacts on the Crop Input Market | Upstream Ag Ventures + more! https://lnkd.in/gXZp6UQe #agtech #agribusiness #agriculture #innovation #strategy