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Essential news & analysis for agribusiness leaders◾️◾️◾️ |⬇️Weekly Newsletter|

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linkhttps://upstreamaginsights.substack.com calendar_today12-03-2020 20:15:14

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🇺🇦 Chris Herbert 🍁 (@b2bspecialist) 's Twitter Profile Photo

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.

Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

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

If Every Company is a Regenerative Ag Company, Then No Company is a Regenerative Ag Company
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“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
Janette Barnard 🌵 (@janettejoyb) 's Twitter Profile Photo

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…

Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

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

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
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Will GenAI replace agronomists? Some say yes. Entirely. One VC even stated: “The 10,000 registered crop advisors in the US are going to be replaced 100% by AI.” I have a different perspective. I think it will replace less than 10% of agronomists and trusted advisors. AI is

Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Interesting quote from Farm Credit Canada CEO Justine Hendricks: “Root is more than a technology solution, it’s part of a broader effort to bring back something Canadian agriculture has lost: accessible, trusted and timely insight” From announcement of their new AI agronomy

Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Pivot Bio Investor Day Highlights and Analysis Pivot Bio is on an ambitious path to become a $1 billion company by 2030, with a vision to evolve from nitrogen-fixing microbes into a comprehensive crop nutrition platform. Their strategy includes expanding their product range

Pivot Bio Investor Day Highlights and Analysis

<a href="/pivotbio/">Pivot Bio</a>  is on an ambitious path to become a $1 billion company by 2030, with a vision to evolve from nitrogen-fixing microbes into a comprehensive crop nutrition platform. 

Their strategy includes expanding their product range
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

This week Upstream Ag had a guest article from long-time Wall Street players providing a different perspective on where to find capital for start-ups. The funding environment for Ag Tech start-ups has been challenging, but Steve Haggerty and Eric Rasmussen share their

This week <a href="/UpstreamAg/">Upstream Ag</a> had a guest article from long-time Wall Street players providing a different perspective on where to find capital for start-ups.

The funding environment for Ag Tech start-ups has been challenging, but Steve Haggerty and Eric Rasmussen share their
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Q2 2025 Crop Protection and Seed Company Results: Themes, Highlights and Analysis ◾️◾️◾️ A look at the largest crop protection and seed company themes and trends from Q2 and looking at H2 2025, including a look at Pricing Challenges, Seed Growth and Go-to-Market Shifts,

Q2 2025 Crop Protection and Seed Company Results: Themes, Highlights and Analysis
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A look at the largest crop protection and seed company themes and trends from Q2 and looking at H2 2025, including a look at Pricing Challenges, Seed Growth and Go-to-Market Shifts,
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

What Crop Input Providers Can Learn from Louis Vuitton, Ferrari and Gucci ◼︎◼︎◼︎ Enzo Ferrari's “scarcity dictum” states that “Ferrari will always deliver one car fewer than the market demands.” In The Luxury Strategy, J.N. Kapferer says to treat demand as something to be

What Crop Input Providers Can Learn from Louis Vuitton, Ferrari and Gucci
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Enzo Ferrari's “scarcity dictum” states that “Ferrari will always deliver one car fewer than the market demands.”

In The Luxury Strategy, J.N. Kapferer says to treat demand as something to be
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Upstream Ag Insights Patent Breakdown: Crop Agnostic Nitrogen Fixing Technology Nitrogen-fixing microbes beyond legumes have immense potential. Crops like corn or wheat fixing even a portion of their Nitrogen needs can increase yields and quality, minimize farmer costs,

Upstream Ag Insights Patent Breakdown: Crop Agnostic Nitrogen Fixing Technology

Nitrogen-fixing microbes beyond legumes have immense potential.

Crops like corn or wheat fixing even a portion of their Nitrogen needs can increase yields and quality, minimize farmer costs,
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Corteva to Spin-Out Seed from Crop Protection and Liabilities ◼︎◼︎◼︎ The rationale at this point has been posted ad nauseum. At a high level, the dynamics are simple to understand: The Corteva Agriscience Seed Business (SpinCo) represents a fundamentally stronger business segment

Corteva to Spin-Out Seed from Crop Protection and Liabilities
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The rationale at this point has been posted ad nauseum. At a high level, the dynamics are simple to understand:

The <a href="/corteva/">Corteva Agriscience</a>  Seed Business (SpinCo) represents a fundamentally stronger business segment
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Upstream Ag Professional - Week of October 19th 2025 ◼︎◼︎◼︎ This week's essential news and analysis for agribusiness leaders includes: 1. The Danger of Dominant Logic: What Pioneer Hi-Bred's Blind Spot Reveals About Disruption in Agriculture A look at disruption as a tax

Upstream Ag Professional - Week of October 19th 2025
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This week's essential news and analysis for agribusiness leaders includes:

1. The Danger of Dominant Logic: What Pioneer Hi-Bred's Blind Spot Reveals About Disruption in Agriculture

A look at disruption as a tax
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

The Danger of Dominant Logic: What Pioneer’s Blind Spot Reveals About Disruption in Agriculture ◼︎◼︎◼︎ This Upstream Ag dive examines obsolescence and how the strengths that once defined a company can become its biggest vulnerabilities when the environment shifts.

The Danger of Dominant Logic: What Pioneer’s Blind Spot Reveals About Disruption in Agriculture
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This <a href="/UpstreamAg/">Upstream Ag</a> dive examines obsolescence and how the strengths that once defined a company can become its biggest vulnerabilities when the environment shifts.
Janette Barnard 🌵 (@janettejoyb) 's Twitter Profile Photo

Shane Thomas Upstream Ag I can't wait to read this one, esp after this magical sentence, "how the strengths that once defined a company can become its biggest vulnerabilities when the environment shifts." 🔥

Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Better, Not Less: How AgZen Is Partnering with Corteva and Reframing Precision Spraying ◼︎◼︎◼︎ Spray volumes are measured in gallons per acre. That tells us nothing about what matters, though: How much product actually hits the leaf and gets into the plant?

Better, Not Less: How AgZen Is Partnering with Corteva and Reframing Precision Spraying
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Spray volumes are measured in gallons per acre. 

That tells us nothing about what matters, though: 

How much product actually hits the leaf and gets into the plant?
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

Video: Five Patent Filings from John Deere and What They Might Mean for the Future of Precision Agriculture ◼︎◼︎◼︎ This week marks the start of something new at Upstream Ag Insights: a monthly video series focused on timeless concepts and ideas that help professionals

Video: Five Patent Filings from John Deere and What They Might Mean for the Future of Precision Agriculture
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This week marks the start of something new at <a href="/UpstreamAg/">Upstream Ag</a>  Insights: a monthly video series focused on timeless concepts and ideas that help professionals
Shane Thomas (@shaneagronomy) 's Twitter Profile Photo

The Four Forces Reshaping the Crop Protection Industry and What Comes Next ◼︎◼︎◼︎ The crop protection market is undergoing structural shifts. The traditional model — built on discovery, patents, and distribution control — has been eroding. Generic manufacturers in China

The Four Forces Reshaping the Crop Protection Industry and What Comes Next
◼︎◼︎◼︎

The crop protection market is undergoing structural shifts.

The traditional model — built on discovery, patents, and distribution control — has been eroding. 

Generic manufacturers in China
Life Scientific Ltd (@_lifescientific) 's Twitter Profile Photo

Off-patent crop protection is the headline now, not the secondary! As Upstream Ag notes: fewer new active ingredients, rising costs & tighter regs mean off-patent innovation now leads. At Life Scientific, we’re building the next era of quality, sdcientific transparency & ROI.