Salvo Latiano's questions to Corteva Inc (CTVA) leadership • Q4 2024
Question
Salvo Latiano, on behalf of Steve Byrne, asked about the outlook for Dicamba and whether any potential upside from its regulatory issues is included in the 2025 guidance for Corteva's Enlist system.
Answer
EVP Judd O'Connor (Seed) clarified that it is too early to speculate on the Dicamba label and confirmed that the 2025 plan includes no upside from potential Dicamba disruption. He highlighted that the Enlist E3 order book is already very healthy, having reached 65% market penetration, and is seeing strong demand even in traditional Dicamba strongholds.