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This episode of On the Record is brought to you by Associated Equipment Distributors.

 

“Associated Equipment Distributors is the leading association in North America strictly dedicated to the equipment distribution industry. AED offers a wide range of education, events, advocacy, and reports for companies of all sizes and all roles within your organization. Learn more about AED by visiting www.aednet.org/agdealers.

ARTICLES

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On the Record

Dealers Lower Forecast for 2023 Wholegoods Revenues

In this episode, we take a preliminary look at Ag Equipment Intelligence’s 2023 Dealer Busienss Outlook & Trends Report. In the Technology Corner, Noah Newman takes a look Amvac’s SIMPAS System. Also in this episode, dealers find creative ways to fix and update customer equipment in the midst of supply chain slowdowns and Ben Thorpe shares an interview with 360 Yield Center’s Gregg Sauder on why dealers should be doing more with agronomy.
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On the Record

Farmer Wallets Tighten Due to Rising Prices, But Dealers Still Predicting Sales Growth

In this week's episode we discuss grower sentiment and their intentions to make large equipment purchases as well as dealers' sales outlook for 2022 and 2023. In the Technology Corner, Michaela Paukner takes a closer look at Greeneye's precision sprayer system. Ben Thorpe also brings us a report from the Farm Progress Show about Versatile and Cummins partnership on a hydrogen engine. And finally, we introduce a new feature to end the show — AEI DataPoints. This feature is a quick highlight of a noteworthy table or chart that the ag equipment industry needs to know.
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On the Record

Kubota Grows North American Market

In this week’s episode, we take a look at Kubota’s first half results for 2022 and how the company’s ag and construction segments have grown in North America in recent years. In the Technology Corner, Michaela Paukner examines how dealers can leverage their manufacturer relationships to better serve their customers. Also in this episode: could Linamar being making moves to take a leadership position in electric ag machinery and a look at Avant Market Group’s 2022 Power Brand Study’s tillage and seeding market results.
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On the Record

AGCO WIP Orders Up 5.5% in 2Q 2022

In this episode of On the Record, we take a closer look on AGCO’s unfinished inventory, which is the highest it’s been in 2 years. In the technology corner, we take a look at Precision Planting's new tools for automating soil sampling. Also in this episode, the results of a Farm Equipment poll on OEM new equipment lead times and an update on the UAW-CNH strike.
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On the Record

25% of Dealers Don't Expect Inventory Correction for Over 2 Years

In this episode of On the Record, Stifel's quarterly dealer survey reveals that while OEM lead times have improved slightly, the majority of dealers still say they are longer than last year. In the Technology Corner we look at AEM's recent white paper that outlines 13 trends that could influence how food is produced — many of which are tied to precision ag technologies. Also in this episode: A closer look at Titan Machinery's acquisition of Heartland Ag Systems, how farmers view shortlines compared to the majors, and a look at the 6-month unit sales report for 100+ horsepower and 4WD tractors.
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On the Record

Used High Horsepower Tractor Prices Continue to Rise

In this episode we take a look at how used tractor prices continue to increase while inventories remain low. In the Technology Corner Michaela Paukner breaks down the technology plans for strip-tillers based on Strip-Till Farmers 2022 benchmark study. Also in this episode: NAEDA completes its merger, the forecast for China tractor sales over the next 5 years, Purdue's Farm Capital Investment Index remains at a record low, and we introduce the pilot episode of our new docuseries Stories from Independent Ag Equipment Innovators.
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On the Record

Delivery Delays, Rising Prices Push Dealer Optimism Down Double Digits

In this episode of On the Record we take a look at the how dealer optimism has continued to fall, hitting a near record low, in May. In the Technology Corner Michaela Paukner follows up her last segment with a look at AGCO’s tech stack. We also discuss the California’s Occupational Safety & Health Standards Board’s rejection of a petition to amend a 70s era regulation limiting autonomous equipment. Also in this episode a look at Kubota’s dealer development plans and the full-line and tractor manufacturer results of EDA’s dealer manufacturer relations report.
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On the Record

Late Planting’s Implications for the Ag Supply Chain

In this week’s episode, we take a look at how late planting will have implications across the entire ag supply chain. In the Technology Corner, Michaela Paukner examines Deere’s vision for autonomous farming. Also in this episode, Titan Machinery’s 1Q 2023 revenue increased nearly 24% and a look at what types of equipment growers are more likely to favor shortlines for over a unit from one of the majors.
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On the Record

AGCO Puts Plan in Place to Promote Dealer Growth

In this episode of On the Record we take a look at AGCO's recently introduced Transformational Assessment Process (TAP) for its North American production ag dealers. In the Technology Corner, Michaela Paukner examines how CNH Industrial and John Deere's tech stacks compare. Also in this episode, the latest earnings reports from Deere & Co. and Kubota.
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On the Record

Case IH Dealers React to UAW Strike at 2 CNH Plants

In this episode, we take a look at what Case IH dealers are saying about the UAW strike at CNH Industrial's Racine, Wis., and Burlington, Iowa, plants. In the Technology Corner Michaela Paukner visits with Sam Christianson from Titan Machinery about their partnership with Augmenta Systems. Also in this episode CNH and AGCO report sales growth in the first quarter and our Dealer Optimism Index hits its 9th month in a row with a negative reading.
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