JEF U: Harvest to Horizon: Assessing the Ag Cycle and Bayer’s Market Position

Research evidence excerpt

JEF U: Harvest to Horizon: Assessing the Ag Cycle and Bayer’s Market Position

EUROPE | Pharmaceuticals EquityJuneResearch12, 2026

JEF U: Harvest to Horizon: Assessing the Ag

Cycle and Bayer’s Market Position

Join us on Thursday 25th June at 3:30pm BST / 4:30pm CEST / 10:30am

US EDT for a discussion on the global agriculture market, examining the

ag cycle and outlook for the coming year amid evolving diesel and fertilizer

costs. Our KOL, Brent Boydston, CEO at AG Center Solutions, will share

insights on how Bayer’s portfolio compares with peers and the growing role

of digital farming and big data in market dynamics. Register

.

From Harvest to Horizon: Assessing the Ag Cycle and Bayer's Market Position

Hosted by Michael Leuchten (European Pharmaceuticals and

Biotechnology) & Marcus Dunford-Castro (Chemicals, Europe)

Relevant stocks: BAYN GY, CTVA US, BAS GY, FMC US

Thursday, 25th June, at 3:30 PM BST / 4:30 PM CEST / 10:30 AM US

To register for the call, please click on the following pre-registration link.

Replay: There will be no replay available for this call.

** Please email questions before or during the call to mleuchten@jefferies.com **

For Institutional Investors Only

Discussion Topics

Where are we in the current agricultural cycle, and how is the outlook for the coming year•

evolving in light of diesel and fertilizer cost dynamics?

What insights can we draw at this stage regarding this year’s harvest?•

What implications does El Niño have for the upcoming growing seasons?•

How is LATAM positioned in terms of production today, particularly across key markets•

such as Brazil and Argentina?

How does Bayer’s product portfolio compare with competitors in the current market Michael Leuchten * | Equity Analyst•

environment? +44 (0) 20 7029 8346 | mleuchten@jefferies.com