Iran war ripple effects. Replacing glyphosate. Beyond Meat bets on beverages. $34m for casein (minus the cows). Financing carbon capture and regen ag


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This week: Anxiety is mounting over the ripple effects of the war with Iran, with experts warning that while domestic energy production may offer some buffer, it won’t shield US farmers, food companies, or consumers from global price shocks.

Elsewhere, Beyond Meat says its foray into beverages is a logical move—and not an admission of defeat—after another grim quarter.

Plus:

And finally... can digital twins speed up crop development? We caught up with Brad Zamft at Heritable Ag to get the lowdown.

Have a fantastic week! Louisa, Jenn, and Elaine

And a big thanks to our sponsors:

NC farmer weighs in as Persian Gulf fertilizer crisis widens: ‘You will see a massive decline in yield and acres’

“Most of the farmers I met and spoke with over the last month are not secured for their spring fertilizer,” says Russell Hedrick. Elaine Watson

Beyond Meat bets on beverages as alt meat sales slide 19.7% in Q4: ‘We believe we can be disruptive and win’

"We're relying on the fact that Beyond is a very well-known brand, so we don't have to kind of reinvent the wheel,” says Ethan Brown. Elaine Watson

Inside Cairnspring Mill’s bold new model for financing regenerative food systems

The one-of-a-kind model gathers trial ownership, mission-driven investors, public funding, and community dollars into a single capital stack. Jennifer Marston


The Future Food & Agriculture Leadership Program, developed by INSEAD in partnership with Agrohub, is for senior executives across agrifood. Designed for leaders already operating at scale, the program prepares participants to take on CEO, COO, and board-level roles by strengthening strategic thinking, enterprise-wide decision-making, and succession readiness.

The program combines advanced leadership development with insights into global market dynamics, digital transformation, and sustainability, while fostering a high-level international peer network.

Applications are now open until June 1. To learn more, contact program manager Bogdan Popovich at bp@agrohub.org


Standing Ovation nets $34m, gears up for US launch of casein via precision fermentation

The funds will accelerate commercialization in North America in 2026 before expansion into Europe and Asia in late 2027. Elaine Watson

🎥Beyond glyphosate: Quercus Bio targets weeds with designer proteins

Designer proteins could account for half of the crop protection market within the next 10-15 years, predicts Dr. Jon Lightner. Elaine Watson

🎥 Bindbridge taps targeted protein degradation to ‘unlock a new toolbox’ for the crop protection industry

In the first instance, Bindbridge is looking to develop a new broad spectrum non specific herbicide that can replace glyphosate. Elaine Watson

🎥 Digital twins: Heritable Ag combines AI, genomics and environmental data to slash R&D timelines

Theoretical physicist turned agtech entrepreneur Brad Zamft is on a mission to make plant breeding faster and cheaper. Elaine Watson

AgriFood Signals: Circulate Capital closes $220m fund, All G GRAS approval, Unilever & McCormick

Plus: Fyteko and Agrilife partner to boost biostimulants. Jennifer Marston

How Chestnut Carbon built a blueprint for financing carbon-capture projects

Financing nature-based projects is all about focusing on similarities to more traditional asset classes, says the firm. Jennifer Marston

🎥 21st Bio on strains, scale, and the valley of death: Fixing precision fermentation’s weak links

Can tiny biological production factories ever give petrochemicals or animals a run for their money? 21st Bio weighs in. Elaine Watson

🎥Totality Biosciences bets on plants to scale human milk oligosaccharides for a wider audience

Several firms now use microbes to produce HMOs for infant formula. But could producing them in plants unlock a broader audience? Elaine Watson

Insect ag recalibrates after a brutal shakeout: Where are the key players now?

"The European-only model for BSFL production faces nearly insurmountable structural challenges," claims nextProtein. Elaine Watson

Persian Gulf fertilizer crisis: Global food prices could rise 12-18% by the end of 2026, warns Helios AI

Multiple countries restricted key food exports in 2022, with conditions ripe for this to happen again in 2026, says the firm. Elaine Watson

Halter says it's not an agtech company on the heels of $220m Series E raise

Virtual fencing systems like those of Halter are about much more than simply replacing physical infrastructure on the ranch. Jennifer Marston

🎥 Future Food-Tech: Big ideas, hard truths, and the path to scale

We spoke to key stakeholders on everything from biomanufacturing’s valley of death to the IFT's new AI-powered R&D platform. Elaine Watson


Have your say on the future of EU agrifoodtech investment

🇪🇺 AgFunder is partnering with the European Investment Bank (EIB) Group to produce the first comprehensive European Agrifoodtech Investment Report to inform how EU funding could be allocated through 2034.

Share your insights in our 10-minute survey. We're examining capital gaps, scaling barriers, and what support mechanisms would make the biggest difference. All participants will receive early access to report findings.

If you're an accelerator, policy maker, or ecosystem builder, select the survey above that best matches your primary perspective on the market.

The survey closes on April 22, 2026. Your input is confidential and will only be reported in aggregate, or we will ask permission to quote you.

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AgFunderNews

AgFunderNews reports on the evolution of the global food and agriculture system. By going beyond the headlines, we analyze the people, companies and technologies aiming to improve human and planetary health. Publishing daily, our team of award-winning journalists delivers deeper insight on the growing foodtech, agtech and climate tech industries. A multimedia publication, AgFunderNews is a division of AgFunder, one of the world’s most active agrifoodtech venture capital firms.

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Express interest in investing in Fund V. AgFunder is a top 100 VC, according to TIME and Statista. Is your business ready for AI analytics? Find out more here. This week: Anxiety is mounting over the ripple effects of the war with Iran, with experts warning that while domestic energy production may offer some buffer, it won’t shield US farmers, food companies, or consumers from global price shocks. Elsewhere, Beyond Meat says its foray into beverages is a logical move—and not an admission of...

nextprotein

Express interest in investing in Fund V. AgFunder is a top 100 VC, according to TIME and Statista. Is your business ready for AI analytics? Find out more here. The insect ag industry is littered with the corpses of startups who found out the hard way that scaling biological systems is not as easy as it looks, prompting a wave of think pieces suggesting its days are numbered. Despite the sector’s well-publicized struggles, however, its death may well have been exaggerated say key stakeholders....

Express interest in investing in Fund V. AgFunder is a top 100 VC, according to TIME and Statista. Is your business ready for AI analytics? Find out more here. The insect ag industry is littered with the corpses of startups who found out the hard way that scaling biological systems is not as easy as it looks, prompting a wave of think pieces suggesting its days are numbered. Despite the sector’s well-publicized struggles, however, its death may well have been exaggerated say key stakeholders....