Guest commentary

soil, regenerative ag, carbon sequestration, plant roots, ESG
Toronto’s Area One Farms founder and CEO Joelle Faulkner talks through the fundamentals of regenerative ag and Canada’s transition challenges, such as a lack of suitable crop insurance.
West coast permanent crop specialists Paul Frankel and Jeff Steen, partners at Kachina, consider the most viable options for institutional investors to reduce their California ag exposure.
Viticulture land is attracting interest from a range of buyers, sparking predictions that its value is set to rise, says CLM consultant Matthew Berryman.
Christine Delivanis says corporates need to move beyond lofty target setting and consider how to make their ambitions and promises viable.
Farm, smart robot, automation, agriculture
A dwindling labor force, unsustainable carbon emissions and a need to produce more with less means robotics and automation are a big part of ag’s future, says ADM Capital's Alastair Cooper.
After several years of drought and record-high water prices, the outlook for irrigators in the Murray-Darling basin over the next 12 months is positive, say Aither's Chris Olszak and Erin Smith.
The water-hungry crop’s high-value returns have attracted investors but California’s need to manage its water supplies presents a challenge, says agribusiness investment veteran Shankar Athreya.
Timber, forest, harvest, truck
The imbalance between supply and demand that is partly a hangover from the global financial crisis is expected to narrow over the next decade and timber prices should benefit, says Domain Timber Advisors’ Jack Izard.
From tight soybean supplies in 2021-22 to the impact of the Suez Canal blockage, lead analyst Libin Zhou outlines the key market trends.
Ceres Partners founder and CEO Perry Vieth sets out the reasons for US row crop farmland’s resurgence and why investors should be optimistic about its future.
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