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The target for CNH is to raise ag segment operating margins from about 12.5% in 2024 to 16-17% by 2030 and a key component to achieving that is precision technology, notes analyst Shane Thomas in Upstream Ag Insights. ow.ly/xzfP50W0716

Unlocking Crop Protection Chemistry with Code? ◼︎◼︎◼︎ Is it possible? In 2024, the major Crop Protection & Seed companies spent over $7 billion on R&D. But the rate of new molecule discovery has slowed. Discovery of novel active ingredients has been on a downward trend

The fintechification of food Sometimes innovations far from day-to-day realities of production ag have a way of rippling upstream. Let's talk 2 consumer-financing innovations that strike me as having the potential to do just that, even if indirectly: primefuture.substack.com/p/the-fintechi…

Precision ≠ Less: Rethinking AgTech’s Impact on Input Demand ◼︎◼︎◼︎ Precision doesn’t mean less. It means smarter. There’s an often accepted assumption in agriculture that precision technology = less input usage. The reality is more nuanced. Precision application and

Thoroughly enjoyed reading Janette Barnard 🌵 's Prime Future edition this week. A few things that stood out: 1. This was my favorite: "The digital world exists in support of the physical world, not the other way around." ...Metaverse investors could have been saved by those 15

Good article by Upstream Ag | A look at M&A in agriculture. upstream.ag/p/m-a-in-agric… Note: ⬆️Behind a paywall. I've just upgraded to paid subscription. There is a free version of the newsletter too which is valuable. Big fan of Shane.

“It’s the biggest agtech deal in history.” That’s how one exec described AGCO $2B acquisition of an 85% stake in PTx Trimble. But, less than a year later, AGCO wrote down that investment by nearly 18%. In agriculture, M&A is often framed as bold strategy. But more often,

If Every Company is a Regenerative Ag Company, Then No Company is a Regenerative Ag Company ◼︎◼︎◼︎ “Regenerative ag” is everywhere— pitch decks, press releases, and investor calls. But if every ag company is regenerative…are any of them? The term has become so broad it’s

Yesterday I listened to AgTech...So What? podcast with Ron Widner on his wide lens framework in ag, and today read this article by Upstream Ag --- so many good nuggets in both. And the insights by InnerPlant layered into this article make it practical. upstream.ag/p/agtech-colla…

Great article and important for us to understand.

Great read. Highly recommend.

Biostimulants are growing in usage, but farmer satisfaction and intention to continue using them are not. That’s one of the critical takeaways from Stratus Ag Research’s latest Tracking Biostimulants: Grower Insight Survey Report, now in its third year. Other themes and

For years, I’ve loved scouring Yahoo Finance for financial statements and digging through quarterly and annual reports, trying to reverse-engineer the business models of companies I encountered in everyday life. The knowledge I gained from this research shaped the strategies I