Welcome to the 118th edition of Upstream Ag Professional
Index
Upstream Ag Insights Interviews Episode #1: Brad Oelmann, Farrell Growth Group
Q3 2025 Agribusiness Results Highlights and Analysis: Corteva, Nutrien, UPL, Mosaic, CF Industries, CNH and TELUS
John Deere Customers Use See & Spray™ Technology Across Five Million Acres in 2025
Kula Bio Finalizes Series A-1 Funding Round and Announces Executive Leadership Transitions
Ceres Raises $13 million to Accelerate AI for Agricultural Intelligence, appoints first ever AI Board Member
Deveron Enters into Agreement to Sell Its Assets
ICYMI: The Four Forces Reshaping the Crop Protection Industry and What Comes Next
Inside Cursor
Other Interesting Ag Articles (7 this week)
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This week’s audio edition can be found here and covers the following:
Q3 2025 Agribusiness Results Highlights
John Deere Customers Use See & Spray™ Technology Across Five Million Acres in 2025
1. Upstream Ag Insights Interviews Episode #1: Brad Oelmann, Farrell Growth Group - Upstream Ag Professional
Ag retail is a core segment of the crop inputs value chain, yet its economic and strategic foundation is changing.
That is the focus of this conversation with Brad Oelmann, CEO of Farrell Growth Group and a leader who has operated across every major link in the channel: manufacturing, distribution, and retail. Brad brings direct visibility into the strongest retailers performance, where margins are leaking, and what needs to change as the industry dynamics shift.
We explore unbundling, cost-to-serve discipline, and why focusing first on the five to ten customers per location that drive the business should guide capital allocation and capability investment. We also get into SKU rationalization, forecasting discipline, and the evolution of distributor roles as consolidation accelerates.
The transcript is linked in the heading. You can listen to the audio on YouTube, or at the Upstream Ag Professional Audio Collection link above.
A big thanks to Brad Oelmann for being the first to join me in an Upstream Ag Insights Interviews recording.
2. Q3 2025 Agribusiness Results Highlights and Analysis - Upstream Ag Professional
Full overviews of results for the following companies at the link above:
Corteva
Nutrien
UPL
Mosaic
CF Industries
CNH
Telus
Highlights
Nutrien
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