Sunday Executive Summary
Margin leadership is shifting from crop input sellers to crop buyers. Record US yields, weak exports, and curbed farmer spending will likely compress 2026 farm
August 10, 2025
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Margin leadership is shifting from crop input sellers to crop buyers. Record US yields, weak exports, and curbed farmer spending will likely compress 2026 farm
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
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