MeridianConsensus
Industry coverage1 commissioned study · $2.8B in aggregate coverage

Agriculture & Food Systems.

Global food systems are re-pricing under climate, policy, and protein-shift pressures. Our studies cover row crops, specialty crops, protein, ag-tech, and the input markets (fertiliser, seeds, crop protection).

Our view

Thesis on Agriculture.

Global food systems are re-pricing under climate, policy, and protein-shift pressures. Our studies cover row crops, specialty crops, protein, ag-tech, and the input markets (fertiliser, seeds, crop protection).

Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research

Sub-sectors of Agriculture.

Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.

Row Crops & Commodities

Corn, wheat, soy, cotton, acreage shifts, yield trends, weather-policy volatility.

Specialty Crops & Horticulture

Produce, nuts, controlled-environment agriculture, premium-fruit supply chains.

Ag Inputs

Fertiliser, crop protection, seeds & traits; input-price cycles; biologicals.

Ag-Tech & Precision Ag

Equipment telematics, variable-rate application, farm-software platforms, robotics.

Livestock & Animal Health

Protein-source production economics, animal-health pharmaceuticals and biologics.

Aquaculture & Fisheries

Salmon, shrimp and specialty-fish farming economics; feed inputs; wild-catch fisheries.

Interactive · live

A working agriculture dashboard.

Every commissioned agriculture study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.

Interactive dashboard · live
Crop inputs · specimen
MRI · Q2 2026
Overview
2025 size · 2026–2036 forecast · committee-signed
$492B
2019
$503B
2020
$514B
2021
$525B
2022
$536B
2023
$548B
2024
$560B
2025
$670B forecast
2030
$830B forecast
2036
Revenue trajectory (historical 2020 – Q2 2026 · forecast 2026–2036)
Headline figures
2025 size
$560B
2036 forecast
$830B +4.0% CAGR
Confidence
High
See a live report
Strategic themes · this quarter

What is moving in Agriculture.

The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.

01

Biologicals replacing synthetic crop protection

Regulatory pressure on conventional pesticides; biological-ag adoption cycle and margin economics.

02

Regenerative agriculture commercial adoption

Carbon-credit monetisation pathways and downstream brand-partnership economics.

03

Alternative protein category reset

Post-hype economics for plant-based; cultivated-meat commercial pathway to 2030.

04

Precision-ag subsidy policy shifts

US Farm Bill and EU CAP reform changing precision-ag equipment and software adoption curves.

05

Water-constrained irrigation re-siting

Aquifer depletion, surface-water policy, and the migration of specialty-crop acreage.

06

Gene-edited crop commercial ramp

CRISPR-edited traits (Pairwise mustard, Tropic banana, GreenLight sprays) clearing USDA SECURE and EU NGT pathways, seed-and-trait margin uplift that by-passes the GMO stigma.

07

Farm-equipment autonomy attach-rate

John Deere See-and-Spray and AGCO Fendt fully-autonomous tractors, software-subscription attach rate reshapes equipment ARR and dealership economics.

08

Dairy herd-size contraction in developed markets

US and EU dairy herd contraction on cost and environmental pressure; long-dated protein-ingredient pricing thesis for specialty-dairy and casein processors.

In the library

Commissioned studies.

All markets
Who uses this research

Role-tested in Agriculture.

The four teams that most commonly commission agriculture research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.

Corporate Development · Ag

Acquisition diligence on biologicals, seeds & traits, ag-tech and animal-health targets.

Private Equity

Ag-input rollup economics and land-management portfolio benchmarking.

Commodities & Strategy

Macro ag demand, input-price pass-through, and yield-sensitivity modelling.

Venture Capital

Ag-tech, alternative-protein, and input-biologicals thesis validation.

Commission research

A agriculturemarket we haven’t yet covered?

Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.

Adjacent coverage

Related verticals.

All industries

Intel Watchlist · from $89/mo

Track agriculture continuously: never miss a deal, exec move, or filing.

Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on agriculture. Email + Slack delivery. Cancel any time.

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