• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Should bp Partnership on Etlas SAF Feedstock Require Action From Corteva (CTVA) Investors?

    Simply Wall St·01/08/2026 05:31:19
    Listen to the news
    • On 7 January 2026, bp and Corteva announced Etlas, a 50:50 joint venture to produce crop-based feedstock for sustainable aviation fuel and renewable diesel, targeting one million metric tonnes of annual feedstock output by the mid-2030s using intermediate crops grown on existing farmland.
    • The venture highlights how Corteva may link its seed technology with low-carbon fuels, while offering farmers an extra income stream without expanding agricultural land use.
    • Next, we’ll examine how this new SAF and renewable diesel feedstock venture could influence Corteva’s existing investment narrative and growth drivers.

    The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

    Corteva Investment Narrative Recap

    To own Corteva, you need to believe in its ability to convert seed and crop protection innovation into steady earnings while managing input, currency and regulatory pressures. The Etlas biofuel feedstock joint venture with bp fits the sustainability catalyst, but is unlikely to change the near term focus on Q4 2025 results and pricing pressure in Crop Protection, which still looks like the key short term swing factor and risk.

    The most relevant recent announcement here is Corteva’s plan to report Q4 2025 earnings on 3 February 2026, which will be investors’ first chance to hear how management frames Etlas within its broader growth and margin story. That update may help clarify how much this new SAF and renewable diesel opportunity could supplement, rather than replace, the existing growth drivers in Seeds, Crop Protection and cost efficiency.

    Yet alongside these new opportunities, investors should be aware of the ongoing legal exposure related to PFAS in firefighter gear and the possibility that...

    Read the full narrative on Corteva (it's free!)

    Corteva's narrative projects $18.8 billion revenue and $2.3 billion earnings by 2028. This requires 3.1% yearly revenue growth and about a $0.8 billion earnings increase from $1.5 billion today.

    Uncover how Corteva's forecasts yield a $77.76 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    CTVA 1-Year Stock Price Chart
    CTVA 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span roughly US$53 to US$78, highlighting how far apart individual views on Corteva can be. When you set that against the push into low carbon fuel feedstocks and ongoing Crop Protection pricing pressure, it underlines why checking several different opinions on the company’s prospects can be useful.

    Explore 6 other fair value estimates on Corteva - why the stock might be worth 23% less than the current price!

    Build Your Own Corteva Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Corteva research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Corteva research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Corteva's overall financial health at a glance.

    Interested In Other Possibilities?

    Our daily scans reveal stocks with breakout potential. Don't miss this chance:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.