Key Takeaways
- Bunge Global SA (NYSE: BG) led all agriculture stocks with a 7.48% weekly gain to $114.32, following news of a €4.4 million investment to double soybean processing capacity at its Italian plant — a sharp turnaround for the agricultural processor.
- CF Industries (NYSE: CF) surged 6.60% to $116.92 as Urea jumped 4.77% on the week to $395/T following France's July 9 emergency nitrogen subsidy shock, while phosphate producer The Mosaic Company (NYSE: MOS) rose a more modest 2.09% to $21.51 even as DAP climbed 2.00% to $765/T on the Russia-Kazakhstan sulfur export bans — full nutrient detail in the iGrow News fertilizer prices weekly update.
- Lindsay Corp (NYSE: LNN) and John Deere (NYSE: DE) were the week's steepest equipment decliners, falling 6.05% to $113.82 and 5.54% to $586.86 respectively — Deere's drop came even as it reached a repair-tools agreement with the FTC and multiple states.
- Bayer AG (ETR: BAYN) fell 5.54% to EUR 50.12 with no identified company catalyst, its sharpest weekly decline in recent memory.
- Corteva (NYSE: CTVA) and FMC Corporation (NYSE: FMC) diverged this week — Corteva gained 2.17% on new partnerships with Moa Technology and Crystal Crop Protection, while FMC slipped 2.33% despite submitting its Rimisoxafen herbicide dossier to the EPA.
Agriculture Stocks: Weekly Performance Overview (July 6 – 13, 2026)
| Company | Exchange (Ticker) | Opening Price | Closing Price | Weekly Change | Key Company Latest News |
|---|---|---|---|---|---|
| John Deere | NYSE (DE) | $621.31 | $586.86 | -5.54% | John Deere Reaches Repair Tools Agreement with FTC and States |
| Corteva | NYSE (CTVA) | $83.99 | $85.68 | +2.17% | Moa Technology Partners with Corteva to Discover Novel Herbicide Solutions | Crystal Crop Protection Partners With Corteva Agriscience on Crop Protection Innovation |
| FMC | NYSE (FMC) | $11.17 | $10.91 | -2.33% | FMC Corporation Submits Rimisoxafen Herbicide Dossier to EPA |
| UPL | NSE/BSE (UPL) | ₹609.45 | ₹594.00 | -2.54% | — |
| Nutrien Corp | NYSE/TSX (NTR) | CAD 92.23 | CAD 92.54 | +0.34% | — |
| CNH Industrial | NYSE (CNHI) | $10.70 | $10.45 | -2.34% | — |
| Bayer AG | ETR (BAYN) | EUR 53.06 | EUR 50.12 | -5.54% | — |
| AGCO Corporation | NYSE (AGCO) | $116.64 | $114.32 | -1.99% | — |
| Kubota Corp | TYO (6326) | JPY 2745 | JPY 2714 | -1.15% | — |
| Biotalys N.V. | EBR (BTLS) | EUR 3.06 | EUR 3.02 | -0.98% | — |
| ADM | NYSE (ADM) | $76.69 | $80.41 | +4.85% | — |
| The Mosaic Company | NYSE (MOS) | $21.07 | $21.51 | +2.09% | — |
| CF Industries | NYSE (CF) | $109.68 | $116.92 | +6.60% | — |
| DuPont de Nemours Inc. | NYSE (DD) | $139.90 | $134.68 | -3.73% | — |
| Farmland Partners Inc. | NYSE (FPI) | $9.65 | $9.60 | -0.52% | — |
| Lindsay Corp | NYSE (LNN) | $121.15 | $113.82 | -6.05% | — |
| Local Bounti | NYSE (LOCL) | $1.24 | $1.30 | +3.17% | — |
| Bunge Global SA | NYSE (BG) | $106.36 | $114.32 | +7.48% | Bunge Invests €4.4 Million to Double Soybean Processing at Italian Plant |
| HydroFarm Holdings | NASDAQ (HYFM) | $0.80 | $0.80 | +0.50% | — |
All prices sourced from public market data. Week of July 6–13, 2026.
Agriculture stocks were led higher this week by Bunge's processing investment news and a sharp rally in nitrogen producer CF Industries, even as equipment names Lindsay and Deere, along with Bayer, posted the steepest declines. The macro backdrop shifted meaningfully: Urea jumped 4.77% to $395/T after France's July 9 emergency nitrogen subsidy triggered a domestic buying frenzy, while DAP rose 2.00% to $765/T as Russia's and Kazakhstan's sulfur export bans tightened the phosphate raw-material chain — full detail in the iGrow News fertilizer prices weekly update. On the commodity side, Wheat rallied 4.29% to 632.00 USd/Bu and Corn slipped 0.62% to 438.00 USd/Bu — full detail in the iGrow News agricultural commodities weekly update. A rapid escalation in the Middle East conflict over July 11–12, including Iran's declared closure of the Strait of Hormuz, adds a fresh and unresolved risk to both energy-linked input costs and grain shipping lanes heading into next week.
Agriculture Input Stocks: CF Industries Rallies With Urea; Mosaic Lags Despite Firmer DAP
The fertilizer complex diverged again this week, though this time nitrogen producers outran phosphate names rather than the reverse.
CF Industries (NYSE: CF) jumped 6.60% to $116.92, the strongest gain among input names, tracking Urea's 4.77% weekly rise to $395/T after France's emergency nitrogen subsidy touched off a domestic buying frenzy that spiked French straight urea from €460/t to €495/t FCA within 48 hours. The move underscores how sensitive nitrogen-exposed equities remain to sudden European demand shocks, even when the pricing catalyst is regional rather than global.
The Mosaic Company (NYSE: MOS) rose a more modest 2.09% to $21.51 even as DAP advanced 2.00% to $765/T — now up 22.40% year-to-date — on the back of Russia's and Kazakhstan's sulfur export bans, which have removed an estimated 4.2 million tons of annual sulfur supply needed for phosphoric acid and MAP production. The muted equity response relative to the scale of the underlying supply shock suggests the market may still be assessing how much of the sulfur disruption ultimately flows through to Mosaic's realized pricing and margins.
Nutrien (NYSE/TSX: NTR) was little changed, edging up 0.34% to CAD 92.54, a pause after recent volatility as the potash producer's mixed nitrogen and phosphate exposure nets out the divergent moves in the two underlying commodities.
Agriculture Equipment Stocks: Deere and Lindsay Slide; Bunge Surges on Processing Investment
John Deere (NYSE: DE) fell 5.54% to $586.86 despite reaching a repair-tools agreement with the FTC and multiple states — a regulatory resolution that, on its face, removes an overhang, though the market appears to be weighing broader large-ag equipment demand concerns more heavily than the settlement news.
Lindsay Corp (NYSE: LNN) was the week's steepest equipment decliner, down 6.05% to $113.82 with no identified company-specific catalyst. CNH Industrial (NYSE: CNHI) slipped 2.34% to $10.45 and AGCO Corporation (NYSE: AGCO) eased 1.99% to $114.32, both tracking the broader equipment-sector softness. Kubota Corp (TYO: 6326) was comparatively resilient, down just 1.15% to JPY 2,714.
Bunge Global SA (NYSE: BG) was the week's single largest gainer by magnitude, up 7.48% to $114.32, after announcing a €4.4 million investment to double soybean processing capacity at its Italian plant — a clear vote of confidence in European crush demand that reverses recent processing-margin concerns. ADM (NYSE: ADM) also advanced, gaining 4.85% to $80.41 with no fresh company-specific news, suggesting the broader processing complex is catching a bid alongside Bunge's announcement.
Crop Science Stocks: Corteva and FMC Diverge on Dueling Herbicide News; Bayer Slides
Corteva (NYSE: CTVA) gained 2.17% to $85.68 on the back of two new partnership announcements — Moa Technology's collaboration with Corteva to discover novel herbicide solutions, and Crystal Crop Protection's partnership with Corteva Agriscience on crop protection innovation. FMC Corporation (NYSE: FMC), by contrast, slipped 2.33% to $10.91 even after submitting its Rimisoxafen herbicide dossier to the EPA — a regulatory filing that typically signals commercialization progress but was not enough to offset broader pressure on the stock.
Bayer AG (ETR: BAYN) fell 5.54% to EUR 50.12 with no identified company-specific catalyst, its sharpest weekly decline in recent memory and a reversal of the multi-week recovery it had been building. DuPont de Nemours (NYSE: DD) dropped 3.73% to $134.68. UPL (NSE/BSE: UPL) slipped 2.54% to ₹594.00, and Biotalys N.V. (EBR: BTLS) eased 0.98% to EUR 3.02, both contained moves with no fresh newsflow.
Small-Cap Controlled Environment Agriculture Stocks
Local Bounti (NYSE: LOCL) gained 3.17% to $1.30, a modest recovery with no fresh company-specific catalyst identified this week. HydroFarm Holdings (NASDAQ: HYFM) was flat at $0.80, up a nominal 0.50% on the week, continuing to hold just above the $0.80 level as restructuring efforts continue.
Farmland
Farmland Partners (NYSE: FPI) slipped 0.52% to $9.60, a contained pullback with no accompanying news, continuing to hold within its recent trading range.
