terça-feira, fevereiro 3, 2026
[bsa_pro_ad_space id=11]

Top 5 desta semana

Artigos relacionados

Why Regenerative Practises Is Not the Strategy You Think It Is

When decisions are well calibrated to local realities, regenerative practices can strengthen systems.

A few days ago, I found myself in a conversation that felt strangely familiar.

It was one of those discussions that sound productive from the outside. Smart people. Clear logic. Confident assumptions. Agriculture framed as a solvable problem.

The idea on the table was simple. Farmers, in many regions, already have the knowledge. Technology exists. Operational capacity is there. What’s missing is better-structured capital and clearer incentives to accelerate the transition toward regenerative practices.

Nothing about the conversation was wrong.

And yet, something about it felt incomplete.

Not because the people involved lacked intelligence or good intentions. But because the clarity arrived too fast. The risks seemed neatly arranged before anyone had sat with how uneven, fragile, and contextual agricultural reality actually is.

That feeling is not unique to investors. I’ve heard the same logic echoed by corporate leaders, consultants, procurement teams, and sustainability groups. Different rooms. Different roles. Same assumptions.

When agriculture starts sounding simple, something important is usually being skipped.


The comfort of assumptions

Most decisions about agriculture made from a distance rely on a familiar set of shortcuts.

Farmers know what to do. Technology is accessible. Operational capacity already exists.

Sometimes, these assumptions are true.

In certain regions. For certain crops. At certain scales. Under specific market conditions.

In others, the reality is almost the opposite. Limited access to extension. Fragile balance sheets. Informal land arrangements. Short-term contracts. Climate volatility that reshapes calendars every season.

The issue is not that assumptions exist. Every decision relies on them.

The issue is forgetting that they are provisional.

Agriculture does not offer an average reality. It offers a patchwork of contexts that behave very differently under the same decision.

Frameworks struggle with this by design. They prefer consistency. Fields rarely provide it.


There is no single field reality

One of the most persistent errors in agricultural strategy is treating “the field” as a uniform place.

It isn’t.

Capital structure changes everything. So does access to credit and the timing of repayment cycles. Governance varies widely, even within the same country. Informal agreements often coexist with formal contracts. Climate risk behaves differently across regions and seasons. Labor conditions, enforcement, and safety standards are uneven and fragile.

The same decision that creates opportunity in one context can represent existential risk in another.

From the outside, these differences can look like noise. From the inside, they determine who survives a bad season and who doesn’t.

This is where many well-intentioned agricultural strategies begin to drift away from reality.


Regenerative agriculture as a magnifier

Regenerative agriculture is often presented as a solution layer. A way to reduce long-term risk, improve resilience, and align environmental and economic outcomes.

In principle, that logic holds.

In practice, regenerative transitions do something else as well. They magnify weak decisions.

They stretch timelines. They change cost structures. They shift where and when risk materializes. They reduce the margin for error in the short term, even when long-term outcomes improve.

When decisions are well calibrated to local realities, regenerative practices can strengthen systems.

When they are not, they expose fragility faster than conventional models ever did.

Regenerative agriculture does not create risk.

It reveals where risk already lives.


The risks that rarely show up early

Many of the risks that shape agricultural outcomes are invisible during early conversations.

They don’t sit neatly in spreadsheets. They don’t show up in pilot design. They don’t fit comfortably into investment memos or corporate roadmaps.

Some affect cash flow and timing. Others emerge through refinancing cycles or counterparty behavior. Some are tied to local governance gaps, informal arrangements, or land tenure uncertainty. Labor and worker safety risks can turn operational issues into legal and reputational exposure overnight. Currency movements can reshape returns faster than any agronomic improvement. Legal enforcement often behaves differently in practice than it does on paper.

Most of these risks only become visible when something breaks.

By then, exposure has already shifted — often far away from where decision makers assumed it sat.


Why pilots feel reassuring

Pilot projects and success stories play an important role. They show what can work under controlled conditions. They build confidence. They reduce uncertainty around specific practices.

What they rarely do is surface structural fragility.

Pilots are designed to succeed. Variability is reduced. Context is curated. Support is concentrated. Risk is quietly absorbed by actors who rarely appear in final presentations.

When these pilots become the basis for scale, the hidden assumptions travel with them.

The risk does not disappear.

It simply moves.


Where decisions actually fail

Agricultural strategies rarely fail because farmers cannot adapt.

They fail because decisions are made before exposure is truly understood.

Not exposure in theory. Exposure in practice.

Who absorbs losses in the first bad season. Who carries timing risk. Who has flexibility when contracts tighten. Who can survive a delay, a shock, or a broken assumption.

Agriculture does not punish ambition. It punishes abstraction.

The field is remarkably forgiving of well-designed decisions. It is unforgiving of shortcuts.


Sitting with the right questions

Before acting, scaling, or deploying capital, decision makers would benefit from sitting with questions that frameworks tend to skip.

Where does this decision hurt first if it fails? Who absorbs the initial loss? What assumptions stop holding outside ideal conditions? Which contexts are implicitly excluded? Who on the ground lives with the consequence of getting this wrong?

These questions are uncomfortable because they slow things down.

They also prevent strategies from breaking quietly later.


A quieter conclusion

Agriculture is not too complex to understand.

We just tend to simplify it too early.

Regenerative practices are not the problem. Neither are farmers. Or capital. Or intent.

The real risk emerges when decisions are made with clean logic but incomplete awareness.

Awareness comes before strategy. Strategy comes before action.

The field always enforces that order.


My role in this conversation

I don’t advise on regenerative practices.

I work with decision makers who need to make agricultural decisions that won’t break when they hit the field.

My focus is understanding where exposure actually sits, how risk moves across the chain, and which assumptions quietly determine outcomes long before results show up in reports.

2026 will not punish obvious risks. It will expose structural ones. While executives debate geopolitics, a quieter risk has been compounding across Brazil’s agricultural backbone. Click here!

See also that AI in agriculture is no longer a futuristic concept — it’s already reshaping agriculture worldwide. AI is helping farmers grow more food with fewer resources, paving the way for a smarter, greener, and more sustainable future. Click here to know more about it!

Click here to receive Farmnews studies via WhatsApp!

Artigos populares