Agrochemical industry trends 1970 2017 Common carder bee

Agrochemical industry trends 1970 -2017 Common carder bee on lavender AGRANOVA

Global markets AGRANOVA

Global crop sales of agrochemicals (2008 - 2016) Source: Cropnosis Ltd AGRANOVA

Agrochemical crop sales by country (2015) Source: Cropnosis Ltd AGRANOVA

Consolidating industry AGRANOVA

Disappearing European and US discovery companies: 1960 s -2017 1960 European and US companies no longer dominate global innovation as once they did. 1980 2000 2017 BASF Bayer Dow-Du. Pont FMC Syngenta AGRANOVA After slides prepared by Andresen and Sparks

Major company sales growth 1970 -2000 ICI (Zeneca) and Monsanto grew steadily BASF, Dow and Novartis stalled Bayer sales decreased dramatically before Aventis acquisition AGRANOVA

Sales of major companies in crop protection Source: Agrochemicals - Executive Review (24 th edition) 2013, published by Agranova Makhteshim-Agan renamed Adama after its acquisition by Chem. China in 2014 Syngenta purchased by Chem. China in 2016 Du Pont and Dow Agrosciences merged in October 2017 (FMC acquired Du. Pont’s R&D operations) Merger of Bayer Crop. Science and Monsanto underway. AGRANOVA

Maturing range of active ingredients AGRANOVA

Annual tally of new agrochemical launches and development leads (1995 - 2016) AGRANOVA Since 2005, new leads have stabilised at around 40 -60, with new launches at 10 per year

Major inventing institutions (2012) AGRANOVA Japanese companies have overtaken US and Europeans as the top source of innovative agrochemicals (the three Chinese research institutes are currently only producing me-toos).

Major pesticide groups and their modes of action AGRANOVA Sources: Pesticide Resistance Action Committees (classification of Mo. As) Crop Protection Actives 2010 (sales data)

Major fungicide Mo. As Restricted chemistries, many of which date from before 1990. Situation is similar for herbicides and insecticides. F-C 3 Qo. Is (strobilurins) F-G 1 DMIs (triazoles) F-B 1 MBCs F-C 2 SDHIs F-unknown Mo. As AGRANOVA Sources: Pesticide Resistance Action Committees (classification of Mo. As) Crop Protection Actives 2017 (sales data)

Increasing challenges AGRANOVA

Decreasing area of agricultural land as the world’s population increases, means productivity must improve b i l l i o n s (source: Agra. Quest presentation) AGRANOVA Keeping up with the constantly evolving challenges from agricultural pests is a vital part of this effort