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

Global markets

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

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

Consolidating industry

Disappearing European and US discovery companies: 1960s -2017 2010 2000 1980 1960 European and US companies no longer dominate global innovation as once they did. BASF Bayer Dow-DuPont FMC Syngenta 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

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

Maturing range of active ingredients

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

Major inventing institutions (2012) 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 Sources: Pesticide Resistance Action Committees (classification of MoAs) Crop Protection Actives 2010 (sales data)

Major fungicide MoAs Restricted chemistries, many of which date from before 1990. Situation is similar for herbicides and insecticides. F-C3 QoIs (strobilurins) F-G1 DMIs (triazoles) F-B1 MBCs F-C2 SDHIs F-unknown MoAs Sources: Pesticide Resistance Action Committees (classification of MoAs) Crop Protection Actives 2017 (sales data)

Increasing challenges

(source: AgraQuest presentation) Decreasing area of agricultural land as the world’s population increases, means productivity must improve bi l l ions (source: AgraQuest presentation) Keeping up with the constantly evolving challenges from agricultural pests is a vital part of this effort