Recent developments
Fertilizers and feedstocks
In fertilizers, companies reported operational improvements; Yara’s Q3 2025 EBITDA increase was supported by record production and cost control. Efficiency upgrades continued as thyssenkrupp Uhde completed a hydrogen recovery unit at Fertiglobe’s Fertil plant, lifting ammonia output and lowering emissions. Upstream decarbonization progressed through biomethane projects by Moeve and ID Energy to supply green gas and hydrogen for industrial substitution.
Crop protection moves
Regulatory and portfolio activity remained active: BASF’s Zorina fungicide secured U.S. EPA registration for white mold and broad-spectrum control, while Tessenderlo Kerley acquired Eastman’s Metam Sodium and Metam Potassium labels in North America. Market conditions were uneven; Croda reported Q3 2025 sales growth overall, with Crop Protection strength but regional volatility linked to tariffs.
Digital and climate agronomy
Digital services expanded as BASF launched xarvio HEALTHY FIELDS for RiTA in Japan, combining AI soil prescriptions with a DSR rice yield guarantee. BASF is also extending xarvio FIELD MANAGER For AgBusiness to Argentina and Brazil with analytics and scouting tools. Emissions mitigation advanced via Global Carbon Field Trials showing 30% CO2e intensity reduction in rice without yield loss.
Strategy and integration
Portfolio strategy featured BASF’s reset, including targets and preparing its Agricultural Solutions division in 2027 for IPO readiness. Energy–ag integration progressed as RWE’s agrivoltaics demonstration in Bedburg delivered comparable yields under PV systems. Value-chain financing supported sustainability with an EIB loan to Sodiaal for RDI in dairy, reinforcing agricultural decarbonization and competitiveness.