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 ...

US-China Trade Relations & Impact on Agriculture - Trade tensions between the US and China are cooling off, but American farmers are still feeling the effects [1] - A trade truce has raised hopes, but it's not a done deal, with fundamental issues remaining [2][8] - The trade war led China to specifically target US soybeans, causing financial problems for American farmers [3] Soybean Market Dynamics - One farmer, Gaffner, previously sold 40% of his soybean exports to China, which dropped to zero during the trade war [3] - The White House anticipates China will purchase 12 million metric tons of soybeans by the end of the year and 25 million metric tons annually for the next three years [5] - These projected purchases are still less than the nearly 27 million metric tons China bought in 2024 [5] - China maintains a 13% tariff on US soybeans, making them more expensive compared to soybeans from other countries [6] Farmer Sentiment & Actions - Farmers are hopeful for a continuation of smooth trade relations, but recognize the complexities involved [5] - Despite challenges, farmers remain optimistic, with some securing shipments towards the end of their trade trips [5] - American soybean farmers desire a level playing field to facilitate business [6] Policy & Economic Factors - China is taking steps to ease tensions, including suspending port fees and easing curbs on rare earth controls [7] - The latest trade truce has stabilized things for the moment, but fundamental issues persist [8]

Core Insights - The transformation of previously abandoned land into productive agricultural land has led to the successful cultivation and sale of a unique variety of winter melon, known as "fragrant taro winter melon," which has gained popularity in major cities across China [4][5][6]. Group 1: Agricultural Development - The introduction of 3,500 acres of previously idle land for cultivation has resulted in the production of 75 tons of winter melon, which sold out on its first day at Sam's Club [4][6]. - The fragrant taro winter melon, a foreign variety, has a high market value and can be stored for two to three months at room temperature, making it a viable product for long-term sales [5][6]. - The average yield of the fragrant taro winter melon can reach between 6,000 to 10,000 pounds per acre, showcasing its productivity [5]. Group 2: Economic Impact - The cultivation of winter melon has created approximately 80 job opportunities for local villagers, with an average daily wage of 100 yuan, leading to an expected annual labor cost of 2.1 million yuan [8]. - The village collective has generated an additional income of 560,000 yuan within six months from the agricultural activities [8]. - The local economy has improved, with a notable change in community behavior, as residents are now more engaged in productive activities rather than leisure [9]. Group 3: Future Prospects - The supply chain for the fragrant taro winter melon has been established with strict quality control measures, leading to a stable daily shipment of around 12,000 melons, indicating strong market demand [6]. - Plans for expanding production include adopting hanging cultivation methods to enhance the quality and reduce damage to the melons [6]. - The village is also exploring the cultivation of other unique crops, such as a new functional vegetable that combines the taste of traditional vegetables with medicinal properties, indicating a focus on innovation in agriculture [9].

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 ...