The report below gives a good overview of the Fall 2025 M&A activity in the Agriculture Industry Sector. The global agriculture market is projected to reach about $4.7 Tn in 2025, growing at a CAGR of 4.0% through 2030, which would take it to approximately $5.7 Tn by 2030. The global demand growth is slowing, especially in mature markets, with the real value shifting toward productivity gains, technology adoption, and more differentiated production (organic, specialty, sustainable) rather than sheer volume. In the U.S., the United States Department of Agriculture (USDA) raised its 2025/26 forecast for corn production to a record level of 16.8 Bn bushels, driven by higher yields and a larger harvested area. For soybeans, yield estimates edged upward modestly, but lower harvested acreage and reduced export demand constrained growth potential; ending stocks were likewise forecast to reach about 290 Mn bushels. Wheat supplies tightened as output fell in several major growing states. Trade activity remained cautious with tariff adjustments and policy changes disrupting supply chains and reducing buyer confidence. According to the American Farm Bureau Federation, U.S. agricultural exports continue to be an important source of rural jobs and income, although volumes softened somewhat in the quarter. On the cost side, farmers continued to face high expenses for fuel, fertilizer, and labor, squeezing profit margins for many. In response, more producers turned to precision-agriculture tools-including drones, satellite mapping, and AI systems-to boost yield, reduce waste, and stay competitive. In other words, the U.S. agriculture sector ended Q3 2025 with record production and rising technology adoption, but also with weaker trade growth, high input costs, and tariff uncertainty that kept profit margins under pressure.
Posted by Dan Halvorson.