AeroFarms, Goterra, Innovafeed, Leaf Agriculture, SWARM Engineering, Village Farms, ADM, Temasek, Bayer, Canada (government), Cibus, HiFe Plants, Nambawan, Orbia Netafim, Vanguard Renewables

About this episode

The episode discusses recent developments in AgTech, including company acquisitions, funding rounds, and industry challenges.

📺 Watch on YouTube and Spotify Welcome back, listeners! In today's episode, we dive into the latest strides in AgTech, featuring an analysis of why CEA consolidation will keep accelerating with 32 failures since 2022, AeroFarms acquired by a family office with a commercial-first pivot, Goterra's collapse raising hard questions about insect farming at scale, over $90 million in fresh funding, Canada's landmark $3 billion food security strategy, and a plant molecular farming breakthrough delivering a full daily iron intake in just 25 grams of engineered pea leaves. Let's get started! Here’s a Quick Snapshot of What’s Making Headlines: Analysis: The Ecosystem Imperative: 32 CEA companies have filed for bankruptcy or ceased operations since 2022 — the market is ruthlessly restructuring, with integrated ecosystems surviving and standalone operators trapped M&A: AeroFarms acquired by Palm Ventures affiliate with Kraft Heinz veteran as new CEO; Farm Supply Company and Grange Co-op announce merger; Pymwymic absorbs Triodos Food Transition Europe Fund Collapse: Goterra enters voluntary administration — Australia's most-funded insect farm, previously valued at $55M, collapses citing a…

Topics covered

• AgTech
• food security
• insect farming
• plant molecular farming
• investment
• business consolidation

Keywords

• AgTech
• AeroFarms
• Goterra
• Innovafeed
• food security
• investment
• insect farming
• plant molecular farming
• bankruptcy

Mentioned in this episode

Organizations: AeroFarms, Goterra, Innovafeed, Leaf Agriculture, SWARM Engineering, Village Farms, ADM, Temasek, Bayer, Cibus

Places: Canada

More episodes of AgTech Digest

• Glyphosate Alternatives: Safer Weed Control for Farmers - with Frank Glatz - Managing Director, Contact BioSolutions · June 9, 2026 · 42 min
• Van der Ende Group, Hortispeed, Alpine Fresh, abbGrowers B.V., Munters, Optifarm, OCI Global, OCI Nitrogen, AGROFERT, Limagrain, European Investment Bank, Converge Bio, Gates Foundation, 701x, Ever.Ag · June 5, 2026 · 12 min
• TransFRESH, Chiquita, Hazel Technologies, Harrison Co., Elbit Systems FUSE, Bluewhite Robotics, Infinite Roots, Bosque Foods, FoodLabs, SOSV, Blue Horizon · May 29, 2026 · 10 min
• URUS Group, EIB, BNP Paribas, Resurrect Bio, Corteva, Infinite Acres, FAO · May 22, 2026 · 13 min
• Oishii, SPARX Asset Management, Nomura Real Estate Development, MISUMI Group, Mizuho Bank, S2G Investments, Solum Partners, IFAD, Mitsubishi Electric, VeriGrai… Oishii, SPARX Asset Management, Apollo Agriculture, Kaleidofin, Corteva, Vylor · May 15, 2026 · 11 min
• FMC Corporation, Crystal Crop Protection, SKK Holdings, Rantizo, EY Brazil, MB Agro, Suterra, Vestaron, Bayer, bp, vGreens, Frutania, Durr Group, Christ Capital, VORNvc Management, MyEasyFarm, Geocledian, Corteva, Vylor, PepsiCo, TalusAg · May 8, 2026 · 8 min