Show Highlights:
- Cyclical vs. structural changes in the crop protection industry. [02:59]
- The four forces of change in crop protection at a glance. [05:19]
- Global rise in generics expansion with China/India stats. [07:00]
- Impact of a 9% agrochemical cost hike from China's rebate cuts. [11:05]
- Prospects and risks in generics for co-ops and retailers. [12:31]
- Crop protection molecule discovery decline with data by decade. [17:11]
- Will AI have a greater role in molecule development? [22:45]
- Regulatory dynamics affecting new molecule approvals. [25:19]
- Effects of FTC anticompetitive scrutiny of manufacturers. [26:30]
- Is value shifting from chemicals to application technology? [35:07]
- The value of scenario planning and jobs-to-be-done thinking. [41:10]
Connect with Shane Thomas on LinkedIn at https://www.linkedin.com/in/shanethomasag/.
Learn more about Upstream Ag Insights by visiting https://upstream.ag/.
Read the “Four Forces Reshaping the Crop Protection Industry” article: https://upstream.ag/p/the-four-forces-reshaping-the-crop-protection-industry-and-what-comes-next
Links to our past episodes with Shane:
Episode 88: Innovation Theater: https://podcasts.apple.com/us/podcast/ep88-innovation-theater-with-shane-thomas-of-upstream-ag/id1674259917?i=1000676749349
Episode 33: Paying Strategy Tax: https://podcasts.apple.com/us/podcast/ep33-paying-strategy-tax-with-shane-thomas/id1674259917?i=1000632526569
If you are interested in connecting with Joe, go to LinkedIn:
https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.
