Agri Investor

🌍 This week in Agri Field Notes: ▸ A third of global GHG emissions could be covered by carbon pricing mechanisms by 2030 ▸ Marine and aquaculture investing continues moving into the institutional mainstream ▸ Granite Creek raises $29m for a new agribusiness vehicle ▸ Fresh food & ag VC activity signals continued investor appetite across climate, water and biotech Across food, agriculture and natural capital, capital allocation is increasingly being shaped by climate policy, resource security and long-term infrastructure themes. 📩 Read the latest edition of Field Notes here: https://lnkd.in/d2zXUnpG #AgriInvestor #ClimateInvesting #NaturalCapital #Agriculture #FoodAndAg #CarbonMarkets #BlueEconomy #PrivateEquity #EnergyTransition

⛽🇦🇺 Australia’s renewable fuels sector is still waiting for policy certainty. IFM Investors has extended its timeline to decide on a proposed renewable fuels facility in Queensland as the market awaits more detail on Australia’s planned low-carbon fuel mandates. 📊 The project: • Planned A$3bn facility in Queensland • Expected IFM investment of A$1bn-A$1.5bn • Targeting 750m litres of SAF production annually by 2030 • Potential demand support for 1bn litres of low-carbon fuel annually The delay highlights a broader issue facing clean fuels investment globally: capital is ready, but policy clarity remains critical. 👀 One major question for investors: Will Australia move quickly enough on SAF and renewable diesel mandates to unlock large-scale domestic production? Continue reading on Agri Investor for the full breakdown of the proposed mandates, investment implications and impact on agricultural supply chains. 🔗 https://okt.to/QDa6S9 #AgriInvestor #SAF #RenewableFuels #EnergyTransition #Agribusiness #InfrastructureInvesting

🌍 Food systems are becoming one of the biggest conversations in impact investing. Today at 2:40pm, Agri Investor editor Binyamin Ali joins the “Between land and sea” panel at the Impact Investor Global Summit, hosted by our sister brand New Private Markets, to discuss where capital is flowing across food systems, agriculture and natural capital. Topics on the agenda include: 🌱 Climate, biodiversity and food security 💰 The need for a full capital stack 🤖 AI and technology in food systems 📉 Moving from hype to scalable investment models ⚖️ Balancing ambition with available capital Ahead of the session, here are a few recent Agri Investor stories shaping the conversation: 🔗 On debt: https://okt.to/AVYlFO 🔗 AgTech and ecosystem thinking: https://okt.to/uRFU2w 🔗 Food production and biodiversity, climate, sustainability via regenerative farming: https://okt.to/dYxHGt 👀 If you’re attending the summit, what’s the biggest opportunity in food and ag investing right now? #ImpactInvestor #NewPrivateMarkets #AgriInvestor #FoodSystems #NaturalCapital #AgTech #ClimateInvesting

🌱 UK soil carbon markets are moving closer to institutional scale. Regenerate Asset Management carbon farming arm, Regenerate Outcomes, has achieved validation under Verra’s VM0042 methodology, a major milestone for its UK soil carbon programme. 📊 The platform today: • ~165 farms enrolled • Nearly 40,000 hectares covered • ~80,000 removal credits expected across 2021-25 • Removal credits targeted at ~£70 ($90) each The firm says premium pricing reflects a more robust methodology, deeper farmer engagement and measurable practice change. 👀 One notable shift: Microsoft are currently the largest buyer of carbon removal credits is reportedly becoming more focused on broader regenerative agriculture investment strategies, rather than standalone large-scale credit purchases. Continue reading on Agri Investor for the full breakdown of pricing, verification timelines and investor implications. 🔗https://okt.to/5M8LBc #AgriInvestor #RegenerativeAgriculture #CarbonMarkets #NaturalCapital #Farmland #ClimateInvesting

👀 Where is capital flowing in agriculture? While some managers are struggling to raise capital, Solum Partners has already secured at least $130m for Fund III, according to regulatory filings. Why investors are watching closely: • Fund II closed on $850m in 2023 • $1.7bn AUM across the platform • Exposure across farming, produce and supply chains • Recent deals spanning olives, berries, vegetables and fruit Investors continue backing scaled operators with exposure across the food value chain, rather than single-commodity strategies. For anyone tracking where agri PE momentum is building in 2026, this is a fundraise worth paying attention to. 🔗 Continue reading on Agri Investor: https://okt.to/xWgwyt #AgriInvestor #Agribusiness #PrivateEquity #Agriculture #FoodSupplyChain

🚨 Philippines sovereign wealth fund targets agriculture 🚨 Maharlika Investment Corporation CEO, Rafael Jose Consing Jr. say it could allocate up to $240m to food and agriculture over the next three years as it looks to build “national champions” in the sector. 📊 Key points: • Up to $240m earmarked for food and agriculture • MIC capitalisation stands at 125bn pesos • “Two or three” agriculture deals expected in 2H 2026 • CP Group partnership discussions are ongoing The push comes as rising fertiliser and supply chain costs put pressure on food security across South and Southeast Asia. 👉 Can sovereign capital help scale domestic agribusiness without disrupting existing industry leaders? We look at MIC’s strategy, upcoming deals and how the fund compares with larger APAC sovereign wealth peers. 🔗 Read more on Agri Investor: https://okt.to/YHu0D5 #AgriInvestor #Agriculture #FoodSecurity #SovereignWealthFund #PrivateEquity #Asia

🌱 This week in Field Notes: ▸ Barings enters US ag lending with a $300m tie-up alongside Homestead Capital LLC, another sign institutional appetite ▸ Butterfly Equity undergoes a control shift following a partner dispute, raising questions around succession, governance and fundraising momentum in specialist PE platforms. ▸ Cibus | pluxee tests the almond market with an A$150m portfolio sale, adding to growing momentum across permanent crops and natural capital transactions. Discover the full picture in our Newsletter. Plenty happening across food, ag and natural capital right now. #AgriInvestor #FoodAndAg #NaturalCapital #PrivateEquity #Farmland #Agriculture #ClimateInvesting #EnergyTransition

📊 The stories shaping agri investment: April’s top reads What caught our readers’ attention this month, and where the market is focusing next. 1️⃣ Church Commissioners leans on forestry as returns and optionality grow. From a traditional diversifier to a growing return driver, timberland is taking on a bigger role within one of the UK’s most established institutional portfolios, now representing 3.4% of the endowment. As Aleksi Ehtée and the team look beyond timber, new sources of value are emerging across carbon, renewable energy and environmental markets, bringing greater flexibility to how assets are managed over the long term. ➡️ Continue reading, explore the full article on Agri Investor: https://okt.to/gBzerF ➡️ Dive deeper with more analysis, data and fundraising trends at https://okt.to/iLUOdB #AgriInvestor #Timberland #NaturalCapital #InstitutionalInvestors #EnergyTransition

📊 The stories shaping agri investment: April’s top reads What caught our readers’ attention this month, and where the market is focusing next. 2️⃣ QIC’s natural capital strategy moves under private equity banner A$135m already deployed and a strategic shift underway, as QIC brings its natural capital platform into its private equity business. With @Andrew Champion stepping down and the mandate evolving, the move signals a broader rethink of how natural capital is structured, scaled and managed within institutional portfolios. At the same time, capital is flowing into bioenergy and circular agriculture, with projects like Kalfresh pointing to where opportunity is building. Keep an eye on our page as we reveal April’s most-read story tomorrow 👀 ➡️ Read the full article on Agri Investor: https://okt.to/2QPaOf #AgriInvestor #NaturalCapital #PrivateEquity #EnergyTransition #SustainableAgriculture

📊 The stories shaping agri investment: April’s top reads What caught our readers’ attention this month, and where the market is focusing next. 3️⃣ BTG TIG reaches $370m first close for LatAm timber vehicle A strong start toward a $1.5bn target, highlighting continued institutional appetite for timber and growing conviction in Latin America. As Gerrity Lansing and the team point to rising regional demand for wood products, the story goes beyond fundraising. Investors are increasingly weighing how to balance established timberland assets with longer-term strategies around land use and forest development. Keep an eye on our page as we reveal the second most-read story tomorrow 👀 ➡️ Read the full article on Agri Investor: https://okt.to/yDAxm6 #AgriInvestor #Timberland #NaturalCapital #LatinAmerica #FundraisingTrends