Welcome to the 156th edition of Upstream Ag Professional
Index
Q2 2026 Agribusiness Results: UPL, CNH, Bayer, Nutrien, Mosaic, TELUS Agriculture and Consumer Goods
Bayer + Simplot and WinField United Reshape Distribution Relationship Ahead of 2027 Season
The Law of Conservation of Attractive Profits in Crop Protection
Farmers Don’t Rank Retailers First: What A Purdue Survey Reveals About Influence
Ambrook raises a $30M Series B
Why Off-Patent Traits Matter More in Corn Than in Soybeans
BioScout raises $4.8m for early warning system for fungal pathogens and Salience Bias
Quick Hits (8 this week)
Nike vs. Starbucks Turnaround: Two Ways to Break a Great Company
Other Interesting Ag Articles (4 this week)
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This week’s audio edition can be found here and covers the following:
Q2 2026 Agribusiness Results
1. Q2 2026 Agribusiness Results: UPL, CNH, Bayer, Nutrien, Mosaic, TELUS Agriculture and Consumer Goods - Upstream Ag Professional
For the full results and highlights by company, check out the link above. Below are what I found to be some of the more notable aspects surrounding the results and executive commentary.
Highlights
Crop Protection Pricing: Pricing remains challenged in crop protection. Corteva crop protection pricing was down 4%, FMC pricing was down 7%, BASF was down 2.5%, and Bayer was down 2% mainly on lower prices. UPL was a bright spot on pricing coming in at up ~3% on pricing, though with some lower volumes while others increased volumes.
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