Post by Christian Pereira

🥖 Fresh out of the oven... New issue of Campo de Visão — now in English. The crop protection industry is looking in the mirror — and the reflection is not comfortable. Read more ↓ The business model that dominated crop protection for decades has reached its limits. This is not a cyclical downturn. It is a structural crisis. And the companies still waiting to act are running out of time. → Bringing a new active ingredient to market now costs an average of US$301 million and takes 12.3 years from first synthesis to commercial launch — up from US$152 million in 1995. That's according to a 2024 AgbioInvestor study commissioned by CropLife International. Costs doubling. Timelines stretching. Innovation pipelines thinning. The equation simply does not close. → The biggest players in the industry are restructuring simultaneously: FMC authorized a strategic review including a potential sale after posting a US$1.72 billion net loss in Q4 2025; Syngenta is advancing toward a Hong Kong IPO of up to US$10 billion; BASF is spinning off its Agricultural Solutions division in Frankfurt targeting IPO readiness by 2027; Corteva is on track to separate its crop protection and seed businesses into two independent public companies by Q4 2026. This is not a coincidence — it is the unmistakable signal that an entire business model is being reset. → Big Pharma went through exactly this fifteen years ago — and the industry that emerged on the other side was more innovative, not less. The playbook exists. The question is whether crop protection will learn from it before the window closes. In this new issue of Campo de Visão International I break down the full picture: the pharma parallel, China's capacity trap, AI's role in molecule discovery, the rise of open innovation ecosystems, and what all of this means for distributors, formulators, and farmers around the world. 📩 Not yet subscribed to Campo de Visão International? Strategic insights straight to your inbox. Subscription link also in the comments. What do you think is the most consequential of these corporate moves for the future of the industry? #CropProtection #Agribusiness #Strategy