Groupe Flore, Groupe Thomas Plants, Tecnosem, Kimitec, DVC Partners, Royal Berry, Dutch Berries, Rize, BNP Paribas Asset Management Alts,
About this episode
The episode discusses recent developments in AgTech, including tariff impacts, earnings reports, company exits, and mergers and acquisitions.
📺 Watch on YouTube and Spotify 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…
Topics covered
- AgTech
Mentioned in this episode
Organizations: Groupe Flore, Groupe Thomas Plants, Tecnosem, Kimitec, DVC Partners, Royal Berry, Dutch Berries, Rize, BNP Paribas Asset Management Alts, Corteva
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