Upstream Ag Professional - February 15th 2026

Welcome to the 131st edition of Upstream Ag Professional

Index

1. Who Acquires FMC? Considerations and Assessment

2. The Hidden Economics of Hardware-first Agtech

3. DTN Launches Ag Hub Platform for Supply-Demand Analysis and Farmer Engagement

4. TELUS Names New CEO: Is TELUS Ag and Consumer Goods on the Chopping Block? Pt. 2

5. CropX and the case for consolidation in agtech: ‘We are an M&A machine’

6. Beck's Introduces SeedIQ™, Industry’s First Product Management Platform

7. ICYMI: Upstream Ag Insights GenAi in Agribusiness Report: How are Industry Professionals Using Artificial Intelligence?

8. Quick Hits (9 this week)

9. 26 Rules to Be a Better Thinker

10. Other Interesting Ag Articles (8 this week)

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This week’s audio edition can be found here and covers the following:

1. The Hidden Economics of Hardware-first Agtech

2. CropX and the case for consolidation in agtech: ‘We are an M&A machine’

1. Who Acquires FMC? An Overview and Assessment - Upstream Ag Professional

Last week, it was announced that FMC's board authorized the exploration of strategic options, including a full sale of the company. For those who have followed FMC's trajectory over the past two years — the Rynaxypyr patent cliff, the balance sheet deterioration, the junk credit downgrade, and the negative free cash flow, this announcement wasn't entirely surprising.

What is interesting is the question it forces the entire crop protection industry to answer: who actually has the strategic rationale, the financial capacity, and the willingness to take on the acquisition?

The short answer in looking at it is that it is complex, which tells us a lot about where the crop protection industry is right now.

For the full overview, check out the look in the heading, or download the 4-slide PDF below.

Quick Comparison

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