Upstream Ag Professional Audio Edition - November 15, 2026

This week I go through the Q3 2026 crop protection and seed report: price pressure from generics, Brazil hitting Corteva, China possibly finding a price floor, and why nobody is calling for a much better 2027. Then I look at TELUS putting its Agriculture & Consumer Goods business up for sale and who might buy the pieces. I finish with CNH's Q3 Ag results, Gerrit Marx calling 2026 the trough for North America, and the Kobelco construction deal that sharpens CNH's focus on ag.