Upstream Ag Ventures’ Post

Upstream Ag Professional Big Four Stories of the Week ◼︎◼︎◼︎ An overview of what agribusiness leaders will find in this weekend's edition of Upstream Ag Professional: 1. Are Ag Inputs More like Wine or Diamonds? + The Theory of Innovation Adoption in Agriculture A guest article from Dan Northrup of Galvanize Climate Solutions plus another look at adoption dynamics of technology and ag products. 2. Farmers’ Favorite Weedkiller Nears Its End, Bayer Warns In March when covering Bayer's 2024 Results, I brought up the question: When does Bayer burn it all down surrounding their glyphosate business. In the month since, Bayer has beat the drum increasingly about the potential to pull back entirely on glyphosate because of litigation risks, along with positioned the litigation as an attack on innovation, a risk to their entire R&D pipeline and a challenge for farmers. Are there other strategic implications for Bayer? Is there a bigger risk to crop protection companies if Bayer does pull back? 3. Cultura Technologies Emphasizing Supply Chain Connectivity: A look at Constellation Software Inc. and their Approach in Agriculture + Private Equity and Ag Software and building from control points and experts vs. business builders. Alexander Reichert Remi Schmaltz Jake Joraanstad Ernie Chappell Nick Horob Matt Waits Nathan Faleide Scott Sexton Kyle McMahon 4. Indigo approaches a megaton of carbon removals stored in US cropland A look at growth, potential pricing for issued credits and what that might mean for Indigo revenue. + more! #agtech #agribusiness #agriculture #strategy #innovation Upstream Ag Insights Upstream Ag Ventures