Global Ag Overview

12/7/2011 Capital Executive Group 1

Global Ag Overview

• The first section contains selected slides from Deere’s Q4 Earnings Release

• The second section contains selected slides and comments from the Ag Intelligence Report

• The third section contains information from “How to Feed the World in 2050”

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11/23/11 Deere Q4 Release

• The following 8 pages are from Deere’s Fourth Quarter Earnings Release

• This gives some insight into the North American market and commentary on global conditions

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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Deere & Company Q4 Release

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2012 Dealer Business Outlook & Trends

• The following data is summarized by Ag Equipment Intelligence from information collected by AEM and Farm Equipment

• The dealer information is summarized from nearly 300 dealer responses

• USDA has restated net farm cash to $103.6 billion in 2011 up 31% from the 2010 forecast

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Ag Equipment – 2011 vs. 2010

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Ag Equipment – 2012 Forecast

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AEM

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Dealer Projections by Brand

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Unit Sales ‘07 to Sept ’11 YTD

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Unit Sales ‘07 to Sept ’11 YTD

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Dealer Issues & Concerns

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Ag Equipment – 2012Canada

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Unit Sales ‘07 to Sept ’11 YTDCanada

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Unit Sales ‘07 to Sept ’11 YTDCanada

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Dealer Issues & ConcernsCanada

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World Population Trends

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