Seed refuge is easy to solve with convential methods,

Implications: DuPont's new "in-the-bag" refuge system will probably steal some market share from Monsanto trait seed, until Monsanto introduces the same, but likely gains will be small due to the ability of producers to satisfy the refuge requirements with simple in-the-row methods.

Analysis: In order to protect against the development of insects resistant to the protection trait inserted, genetically, into the seed (ie: biotech seed, stacked traits, triple-stack, etc), farmers are required to leave "refuge areas", or in other words, parts of a field are to be planted with non-trait seed, to be sure that some of the target insects are allowed to live, reducing the odds that the whole-fields of insect-trait protected seed would "select" for resistant insects, which would then breed until they are large in population and potentially uncontrollable.

So the question is , with DuPont introducing this new product that removes the need to have refuge areas, will farmers flock to this product at the expense of Monsanto seed, requiring refuge areas?

From our experience here in IL, I can tell you that the farmers that I hire to custom plant my farms use a 24 row (60 foot wide) planter, and they simply dedicate a few of the rows on the planter to non-trait seed, creating in-the-field refuge areas, and not requiring much real effort on their part.  This refuge system is simply, cheap, and effective, and DuPonts new seed would not be an added value under this situation.

However, producers using other planting systems that have a generic seed hopper (ie: one large seed bin for the planter rather than several, ie: 24 in this case, individual rows), might find more value in this new trait.

In general, I think there will be some opportunity to gain market share here until Monsanto introduces similar technology, but I also believe the potential gain in market share will be minimal.