
Rebel Seeds
488 posts
















A breakdown of @NutrienLTD, @corteva Agriscience, and FMC Corporation Executive Commentary from two major investor conferences this week: The @BMO 35th Global Metals, Mining & Critical Minerals Conference and the @BankofAmerica 2026 Global Agriculture and Materials Conference. These events these events are a goldmine of unique intelligence. Unlike quarterly earnings calls, which are often backward-looking and usually more tightly scripted, the conference Q&A sessions often surface unique commentary on things like demand trends, capital allocation priorities, and strategic efforts that don't make it into press releases or earnings calls. Nutrien's Ken Seitz talked about retail efforts in Brazil, retail growth prospects in the coming years, targeted regions to expand, how they think about the financials behind tuck-in acquisitions, plus provides a prime example of reframing in a difficult situation. Corteva Agriscience's Chuck Magro touched on biological ambitions, how the business is using AI internally beyond for discovery, business models for hybrid wheat and how he views competition from Bayer in soybean seed. FMC Corporation's Pierre Brondeau clarified how they are thinking about licensing their technology and what their aspiration and targets for 2026 are even if there is no sale. I break down all of their commentary, and more. Become an @UpstreamAg subscriber to get all of this direct to your inbox this Sunday.










Almost looks like we know what we’re doing… long way to go Borlaug Carroll NSW


















