Upstream Ag Insights - March 24th 2025

Welcome to the 256th edition of Upstream Ag Insights—the most trusted resource for strategic insights by over 20,000 agribusiness leaders. Upstream Ag Insights is written by agribusiness professionals, for agribusiness professionals. Below you’ll find critical industry news, strategic frameworks, and detailed analysis designed to give you a competitive edge and satiate your curiosity.

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Index

1. Mosaic Investor Day 2025 Highlight and Analysis

2. The strategic role of Corporate VC in Agriculture

3. Foundations in Agribusiness Software: Control Points and Industry Influence, Digital Integration and GenAI

   a. Beyond the System of Record: Becoming an Industry Ledger and the Importance in the Agriculture Value Chain

   b. Divergent Digital Strategies: BASF, Bayer, Corteva and Syngenta Strategy Comparison

   c. BASF Launches xarvio FIELD MANAGER For AgBusiness: A Strategy Breakdown

4. Pivot Bio Unveils PROVEN G3, with Powerful New Modes of Action and Patent-Protected Gene-Editing Technology

5. AgTech Bankruptcy

   a. AI-powered FarmWise prepares for next chapter in ag robotics

   b. Benson Hill Files Voluntary Chapter 11 Petitions

6. Farmers, Join the Fight to Defend Glyphosate

7. Foundations of Precision Spraying

8. A Fireside Chat with BG2: Brad Gerstner and Bill Gurley

9. Other Interesting Ag Articles (8 this week)

This week’s edition of Upstream Ag Insights is brought to you in partnership with Farmers Edge:

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1. Mosaic Investor Day 2025 Highlight and Analysis - Upstream Ag Professional

On March 18th, The Mosaic Company held its 2025 Analyst Day, looking at the future outlook for their business.

Mosaic is focused on digital transformation, margin increasing product lines, and disciplined capital allocation.

Its Performance Products, led by MicroEssentials, are becoming a key profit engine with strong incremental margins and ambitious growth targets.

Meanwhile, the Biosciences division is scaling rapidly with a target to have 12 products launched by 2026. Yet, Mosaic’s capital allocation reveals a stark power law—just over half of its investments are delivering nearly all returns—highlighting the urgency for sharper focus as ROIC lagged fertilizer manufacturing peers at 1.6% in 2024.

All while laying out their strategy for digital transformation to support improved pricing information and AI augmented commercial systems.

Index for Full Breakdown

1. The Mosaic Company Analyst Day 2025 Overview

2. Fertilizer Demand Dynamics

3. Digital Initiatives

4. Mosaic Performance Products (MicroEssentials, Aspire)

5. Mosaic BioSciences

6. Financial Overview of Biosciences

7. Final Thoughts

For the full breakdown looking at Mosaic margins, revenues and timeline to profitability in the Bioscience business, growth numbers in Bioscience, strategic position in biostimulants compared to the likes of Corteva and Syngenta, future product expansion plans in biosciences and much more, become an Upstream Ag Professional member today:

Related: The Biologicals Market Performance: Making Some Significant Headway - Crop Life