Kering-backed fund Mirova pours $30.5M into India’s Varaha for regenerative farming https://t.co/giuDwlgwY7 ...

Financial Performance - Adecoagro's gross revenues for 3Q25 were $323 million, a decrease of 29% compared to the same period last year[14] - Gross revenues for 9M25 reached $1,039 million, a decrease of 6% compared to the same period last year[14] - Adjusted EBITDA for 3Q25 was $115 million, a 4% increase compared to the same period last year[14] - Adjusted EBITDA for 9M25 was $206 million, a decrease of 39% compared to the same period last year, this includes one-off expenses of $9.2 million from Tether's tender offer[14, 15] Business Segment Highlights - **Sugar, Ethanol & Energy:** Quarterly crushing record was achieved, with a shift towards ethanol production due to greater cane availability[12] - Sugar production decreased by 16% in 3Q25 to 255,563 tons and 21% in 9M25 to 518,381 tons[27] - Ethanol production increased by 42% in 3Q25 to 216,113 m3 and 3% in 9M25 to 445,553 m3[28] - **Farming:** The company is reducing planted area and improving crop mix to enhance future margins[11] - **Rice:** Global prices for long-grain white rice are declining, leading to a reduction in planted area and an increased focus on premium varieties[11] - **Dairy:** Cow productivity and industrial volume reached record levels, with a focus on fluid milk production for the domestic market[11] Capital Allocation and Debt - Net debt evolution as of 3Q25 is $872 million[64] - The company made a $96 million initial down payment for the acquisition of Nutrien's 50% stake in Profertil[62] - $45.2 million was distributed to shareholders, including $35 million in cash dividends ($0.35 per share) and $10.2 million in share repurchases (1.1 million shares at an average price of $9.65 per share)[69]

Core Insights - The overall stability of grain production in China amidst extreme weather events is attributed to the dual drivers of optimized planting structure and innovative agricultural technology [1] - The promotion of intercropping techniques in North China and drought-resistant wheat varieties in Northwest regions has significantly improved crop yields and resource efficiency [1] - Despite achievements, challenges such as labor shortages, low farmer engagement, and frequent natural disasters remain pressing issues [1] Policy Support - The government has enhanced its policy support system, providing timely and precise responses to agricultural challenges, including a recent allocation of 484 million yuan for disaster relief during the autumn harvest [2] - Future subsidy mechanisms may be linked to planting area and actual yield to improve funding efficiency and encourage diversified investment from government, enterprises, and society [2] Agricultural Technology Development - There is a strong emphasis on agricultural technology research, integration, and application, including the use of modern techniques like gene editing and AI for breeding innovations [3] - Regional green production technology models are being developed and promoted, with a focus on creating replicable solutions [3] - A diversified agricultural technology promotion system is being established to enhance collaboration among scientists, enterprises, and farmers [3] New Agricultural Entities - The cultivation of new agricultural entities such as collective economic organizations and family farms is being accelerated to stimulate grain production [3] - Successful examples, like the unified management of farmland in Suzhou, demonstrate the potential for increased yields and profits through organized farming [3] - There is a need to connect small farmers with modern agricultural practices to enhance production motivation and create a cohesive agricultural management model [3] Future Outlook - The transformation towards optimized planting structures and agricultural innovation represents a significant shift in agricultural practices, moving from traditional methods to a more integrated approach [4] - The integration of cutting-edge technologies with agriculture is essential for developing sustainable and efficient production models [4] - A comprehensive agricultural disaster prevention and mitigation system is necessary to enhance resilience and sustainability in grain production [4]

Nearly 80% of voters in what are called farming dependent counties voted for President Trump in the last election. >> I feel like a lot of American farmers, cattle people, it's a lot a lot of people probably feel let down currently. Now, maybe there's a method to the madness.You know, that's still to be seen. >> Many are now taking their frustrations directly to Republican lawmakers at town halls across the country. I'm about ready to lose my farm. ...

China primarily uses soybeans to feed its massive livestock industry, grinding the beans into powder for feed. Soybeans have long been the largest US export crop worth nearly 25 billion last year until sales ground to a halt this past May. >> This weighs around 5,000 lbs.>> Wow. >> It's not just the soybean market. Cotton farmers have struggled with dwindling prices and decreased global demand as clothing manufacturers use more synthetic fabrics.Daniels and Carmarmac have had to take on second and third job ...

Every time we go buy something now, you know, the tariffs, what I've seen, uh, the tariffs passed down to the consumer. >> So, if you have to go buy a new sprayer, like the one behind you, >> anything that comes from China that's on that sprayer, there's a tariff and they're just going to pass it directly to us. So the tariffs are hitting you more on the purchasing end than they are on the crop sales. ...

Welcome to the 170th annual West Tennessee State Fair in Henderson, Tennessee. Since 1855, the West Tennessee State Fair has been the place where farmers from across the state come to show off their prized livestock and crops. It's where we met Jeffrey Daniels and Franklin Carmarmac, friends since high school.They grow cotton, soybeans, and corn on their family farms. as far back as I've been able to trace, uh, my, uh, my greatgranddaddy's daddy was a sharecropper and then it just got passed down through th ...

Trade tensions between the United States and China currently cooling off after President Trump's recent trip overseas, but American farmers are still hurting from this dispute. Ununice Yun joins us right now with more on this. And Ununice, these are complicated times. Definitely complicated times, Becky.Uh the trade truce has raised hopes among American farmers that the worst may be over, but as I found out in Shanghai, it's not a done deal. Illinois soybean farmer Scott Gaffner has come to Shanghai to save ...

11月10日，小雨中的黄陂区木兰乡桥店村，田野间是一片忙碌景象。农户们弯腰穿梭在藤蔓之间，小心翼翼地将一个个表皮翠绿、瓜 形匀称的冬瓜摘下，轻放入筐。这些外形饱满、口感独特的香芋水果冬瓜被装上货车，驶出村庄，奔赴北京、沈阳、东莞、福州、成都等 地的山姆物流中转仓。而在半年前，这片土地还只是一片杂草丛生的撂荒地。 外形饱满、口感独特的香芋水果冬瓜。 撂荒地变良田 冬瓜上架山姆店首日即销售一空 "9月15日一早上架，下午6点就卖光了。"武汉斗笠哥生态科技有限公司总经理刘清记忆犹新。那天，九辆货车满载75吨冬瓜发往山姆 全国仓库，上架首日就销售一空。 "我们将各方力量联合起来，让'新农人'负责提供种源和技术，让合作社负责田间管理，让销售公司去对接山姆会员店等销售渠道。大 家各司其职，合力做好一件事。"木兰农投负责人说。 "两个冬瓜19.9元，比一般冬瓜价格要高很多，消费者一买就是一箱。"刘清告诉长江日报记者，这种香芋水果冬瓜耐储存，常温下能 放两三个月。 今年4月，桥店村在木兰乡支持下，将3500亩闲置土地统一流转至村集体经济合作社。武汉木兰农业投资发展有限公司（以下简称木 兰农投）与村集体签订协议，负责土地经营。 ...

American farmers have long struggled with high costs and low prices for their crops. But this year, there is even greater uncertainty in the fields. China stopped buying all US soybeans in May. Retaliation for President Trump's tariffs. Many American farmers were left without their largest export market. President Trump and China's President Xiinping came to a temporary truce. But farmers told us that whatever happens next with tariffs, the problems on their farms continue to run deep. We went to rural Tenn ...