Upstream Ag Professional - November 9th 2025

Welcome to the 118th edition of Upstream Ag Professional

Index

1. Upstream Ag Insights Interviews Episode #1: Brad Oelmann, Farrell Growth Group

2. Q3 2025 Agribusiness Results Highlights and Analysis: Corteva, Nutrien, UPL, Mosaic, CF Industries, CNH and TELUS

3. John Deere Customers Use See & Spray™ Technology Across Five Million Acres in 2025

4. Kula Bio Finalizes Series A-1 Funding Round and Announces Executive Leadership Transitions

5. Ceres Raises $13 million to Accelerate AI for Agricultural Intelligence, appoints first ever AI Board Member

6. Deveron Enters into Agreement to Sell Its Assets

7. ICYMI: The Four Forces Reshaping the Crop Protection Industry and What Comes Next

8. Inside Cursor

9. Other Interesting Ag Articles (7 this week)

Thank you for being an Upstream Ag Professional member!

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

1. Q3 2025 Agribusiness Results Highlights

2. 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:

1. Corteva

2. Nutrien

3. UPL

4. Mosaic

5. CF Industries

6. CNH

7. Telus

Highlights

Nutrien

Subscribe to Upstream Ag Professional to read the rest.