Saudi PIF-backed agriculture firm SALIC plans to pursue full ownership of the agribusiness unit of Singapore’s Olam Group in a move aimed at deepening the kingdom's food security strategy https://t.co/XW4EC1rQFg ...

China is going to less obvious places to secure its food supplies https://t.co/fyv2fhR1au ...

Core Insights - Archer Daniels Midland Company (ADM) is focused on optimizing its organizational and operational structure across Human and Animal Nutrition, managing productivity and innovation while addressing food security, health, and wellbeing trends [1][2] - The company is making targeted investments to bolster growth and differentiation, including plant digitization and decarbonization solutions [4][5] Financial Performance - In Q2 2025, ADM's Nutrition segment saw a 4.5% increase in revenues year over year, with a 5% rise in operating profit, driven by strong growth in Flavors and Animal Nutrition portfolios [3][10] - The Zacks Consensus Estimate for ADM's 2025 earnings per share (EPS) indicates a year-over-year decline of 15.8%, while 2026 shows a growth of 21.3% [11] Strategic Initiatives - ADM is expanding its alternative protein capabilities and adapting to changing consumer nutritional preferences as part of its strategic pillars [2] - The company aims to achieve $500-$750 million in cost savings over the next three to five years through operational improvements and efficiency initiatives [5][10] Market Position - ADM's shares have gained 24.5% year to date, outperforming the industry's growth of 6.7% [8] - The company trades at a forward price-to-earnings ratio of 13.5X, slightly below the industry average of 13.84X [9]

Industry Overview - Vertical farming has experienced a boom but also faced difficulties [1] - Over $6 billion was invested in vertical farming startups in the past decade [1] - The global market is expected to more than treble from around $8 billion in 2023 to about $25 billion in 2030 [4] Funding and Financial Challenges - Funding dropped significantly from over $2 billion in 2021 to around $280 million last year [2] - Major players like Barry Farming and App Harvest have collapsed [2] - High energy costs for LED lighting and ventilation are a major problem [2] - Higher interest rates have made financing more expensive [2] Challenges and Obstacles - Shortage of skilled labor is a contributing factor to the industry's struggles [3] - Secrecy around technology has hindered learning from mistakes [3] - More arable land is being used for biofuels, and soil degradation is a problem [5] - Crops are under pressure from climate change, and water scarcity is an issue [5] Future Prospects and Opportunities - Environmental, economic, and structural reasons could fuel demand for vertical farms [4][5] - Concerns about food security may drive the need to bring food sources closer to home [6] - Advances in AI could significantly improve the efficiency of vertical farms [6] - Vertical farming's potential is greater in areas like Singapore, which only grows 6% of its own produce [7]

Market Overview - The agricultural biotechnology market is projected to grow from USD 118.2 billion in 2024 to USD 252.1 billion by 2035, with a compound annual growth rate (CAGR) of 11.6% from 2025 to 2035 [1] - The market is driven by innovations that promote sustainable farming methods and enhance the ecological efficiency of agricultural systems [1] Growth Drivers - The United Nations estimates a global population of approximately 10 billion by 2050, a 30% increase from 2017, necessitating advancements in agricultural biotechnology to boost crop yields and productivity [3] - Biotechnological techniques such as genetic engineering enable the development of crops with desirable traits, including pest and disease resistance, drought tolerance, and enhanced nutritional value [3] Market Segmentation - The market is segmented by product type, including crop protection products (bio-stimulants, bio-pesticides) and transgenic seeds (soybean, maize, cotton) [6] - Organism types include plants, animals, and microbes [6] - Technologies involved encompass genome editing, tissue culture, synthetic biology, and genetic engineering [6] - Applications range from vaccine development to biofuels [6] - Geographically, the market covers regions such as North America, Europe, Asia Pacific, the Middle East and Africa, and South America [6] Key Players - Major companies in the agricultural biotechnology sector include Thermo Fisher Scientific, Bayer AG, Corteva Agriscience, and BASF SE among others [9]

Core Insights - VCI Global Limited has successfully raised over US$23 million for clients and generated US$20 million in advisory fees through its capital advisory arm, V Capital Consulting Group Limited [2][7] - The successful Nasdaq listing of Agroz Inc. marks VCI Global's second IPO in six months, solidifying its leadership in cross-border capital markets [2][6] Company Overview - Agroz Inc. is an agricultural technology company based in Malaysia, focusing on food security through innovative vertical farming solutions [3][8] - The proprietary Agroz Farm Operating System integrates IoT, data analytics, 5G communications, and automated hardware to optimize controlled-environment agriculture [3][9] Technology and Innovation - A next-generation version of Agroz OS is in development, incorporating an advanced AI agent system to autonomously perform complex farming tasks, enhancing operational independence and scalability [4][9] - Agroz operates two vertical farms in Malaysia, including the largest indoor vertical farm in a shopping mall, recognized by the Malaysia Book of Records [5][8] Market Position and Strategy - Agroz aims to transform agriculture through AI and advanced vertical farming technologies, addressing food security challenges globally [6][8] - V Capital Consulting Group is recognized for connecting Southeast Asia's innovative companies with Wall Street growth capital, setting a new standard in capital markets advisory [7][10]

Group 1 - Yara International is one of the world's largest fertilizer producers, operating in over 60 countries and supplying crop nutrition to more than 150 markets [2] - The company plays a critical role in global food security and is investing in clean ammonia and low-carbon solutions [2]

Core Insights - Oracle has launched Oracle Government Data Intelligence for Agriculture, an AI solution aimed at enhancing food system resiliency globally [1][2] - The solution aggregates extensive agricultural data to provide insights for monitoring production and forecasting potential food insecurity issues [2][3] Product Features - The application utilizes AI models to forecast crop yields, detect threats, and assess the impact of intervention programs, aiding governments in strategic agricultural planning [3] - It aggregates data from various sources, including satellite imagery and historical crop records, to deliver real-time insights into agricultural performance [2][4] Government Collaboration - The solution is designed for government ministries focused on food security and threat assessment, providing dashboards for monitoring agricultural goals and crop yield progress [4] - Rwanda's Minister of ICT & Innovation highlighted the potential of AI-enabled solutions to improve decision-making and build a resilient food system [4] Digital Transformation - Government Data Intelligence for Agriculture is part of Oracle's Digital Government Suite, which addresses complex societal challenges through modern solutions [5]

The Trump administration is canceling an annual government effort to gather data on how many Americans struggle to get enough food. https://t.co/7sVyeCNcor ...

The Trump administration is canceling an annual government effort to gather data on how many Americans struggle to get enough food https://t.co/DXrWKP1NWm ...