Upstream Ag Professional - March 23rd 2025

Welcome to the 86th Edition of Upstream Ag Professional!

All audio editions can now be found in the Professional Hub on the website called Audio Collection. To be taken to this week’s audio edition below click here.

This week’s audio edition covers:

1. Mosaic Investor Day 2025 Highlight and Analysis - Starts at 1:25 minute mark.

2. Control Points: Industry Influence, to Digital Integration to GenAI - Starts at 30:30 min mark.

   a. Beyond the System of Record: Becoming an Industry Ledger

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

   c. BASF Launches xarvio FIELD MANAGER For AgBusiness

Index

1. Mosaic Investor Day 2025 Highlight and Analysis

2. The strategic role of Corporate VC in Agriculture

3. Control Points: Industry Influence, to Digital Integration to GenAI

   a. Beyond the System of Record: Becoming an Industry Ledger

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

   c. BASF Launches xarvio FIELD MANAGER For AgBusiness

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

5. AgTech Bankruptcy: Farmwise and Benson Hill

6. Farmers, Join the Fight to Defend Glyphosate

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

8. Other Interesting Ag Articles (9 this week)

Thank you for being an Upstream Ag Professional member!

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 outlook for their business towards 2030.

Notable Takeaways:

• Digital Enablement — Mosaic recently implemented new CRM and software initiatives, along with AI augmented capabilities for their teams. Much of this is driven by savings, real-time “available to sell” inventory and dynamic pricing aspects that they see as modernizing their commercial and operational teams.

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