Welcome back, listeners! In today's episode, we dive into the latest strides in AgTech — tariffs adding 8 to 23% to agricultural hardware costs and splitting the sector between those who localized early and those who didn't, a sharply divided earnings season with Corteva up and AGCO down 18%, three company exits including AppHarvest, Benson Hill, and Invaio Sciences each telling a different story, Semios acquiring Pessl Instruments for sensor hardware, and a 180-year Rothamsted dataset showing UK arable soil carbon declining despite organic matter additions. Let's get started!
Here’s a Quick Snapshot of What’s Making Headlines:
Analysis: Tariff impact on AgTech hardware: steel, aluminum, and semiconductor duties adding 8 to 23% to equipment costs, supply chains rerouting, and an early mover advantage emerging for companies that localized manufacturing ahead of the current cycle
Earnings: Corteva Q2 strong with seed and crop protection both up; AGCO Q2 weak on North American volume declines; Deere reaffirms full-year guidance; Nutrien raises its potash volume outlook for 2026
Exits: AppHarvest assets sold to AppTech Group in a court-supervised process; Benson Hill formally begins wind-down after failing to find a buyer; Invaio Sciences closes operations
M&A: Semios acquires Pessl Instruments, adding weather stations and soil sensors to its pest and disease monitoring platform; Trimble completes restructuring of its agriculture division into a standalone business unit
Digital Ag: CBH Group launches its digital grain platform across Western Australia; WinField United launches an AI agronomic advisory tool for its network of independent retailers
Sustainability: Yara and CF Industries sign a green ammonia offtake agreement; Nufarm and Corteva expand their omega-3 canola commercial partnership across Australia and Canada
Resear: Rothamsted Research publishes 180-year dataset showing UK soil carbon declining in arable fields at 0.17% per year despite organic matter additions — a significant finding for net-zero commitments
Events: Commercial UAV Expo (Las Vegas), Taiwan Smart Agriweek, Women in Agribusiness Global Summit (New Orleans), Global Agrovet Research Conference (Dubai), EIMA International (Bologna)
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