Episode
Groupe Flore, Groupe Thomas Plants, Tecnosem, Kimitec, DVC Partners, Royal Berry, Dutch Berries, Rize, BNP Paribas Asset Management Alts,
- Podcast
- AgTech Digest
- Published
- Jul 17, 2026
- Duration seconds
- 749
- Processing state
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Summary
📺 Watch on YouTube and Spotify Welcome back, listeners! In today's episode, we dive into the latest strides in AgTech — tariffs adding 8 to 23% to agricultural hardware costs and splitting the sector between those who localized early and those who didn't, a sharply divided earnings season with Corteva up and AGCO down 18%, three company exits including AppHarvest, Benson Hill, and Invaio Sciences each telling a different story, Semios acquiring Pessl Instruments for sensor hardware, and a 180-year Rothamsted dataset showing UK arable soil carbon declining despite organic matter additions. Let's get started! Here’s a Quick Snapshot of What’s Making Headlines: Analysis: Tariff impact on AgTech hardware: steel, aluminum, and semiconductor duties adding 8 to 23% to equipment costs, supply chains rerouting, and an early mover advantage emerging for companies that localized manufacturing ahead of the current cycle Earnings: Corteva Q2 strong with seed and crop protection both up; AGCO Q2 weak on North American volume declines; Deere reaffirms full-year guidance; Nutrien raises its potash volume outlook for 2026 Exits: AppHarvest assets sold to AppTech Group in a court-supervised process; Benson Hill formally begins wind-down after failing to find a buyer; Invaio Sciences closes operations M&A: Semios acquires Pessl Instruments, adding weather stations and soil sensors to its pest and disease monitoring platform; Trimble completes restructuring of its agriculture division into a standalone business unit Digital Ag: CBH Group launches its digital grain platform across Western Australia; WinField United launches an AI agronomic advisory tool for its network of independent retailers Sustainability: Yara and CF Industries sign a green ammonia offtake agreement; Nufarm and Cor…