Investment in the blue food economy, particularly aquaculture innovation, is facing growing challenges due to global economic and political instability, as well as uncertainty around U.S. tariffs, according to experts at the Blue Food Innovation Summit in London (April 8–9, 2025).
Key takeaways:
- Investor Caution: There’s rising risk aversion among investors, especially in later-stage funding, as uncertainty deters financial commitments.
- Continued Importance of Innovation: Despite challenges, leaders like Aqua-Spark’s Maria Velkova stress the need to keep supporting innovation in the sector.
- Tariff Impact: U.S. tariffs, even though temporarily paused, are expected to reshape investment flows, particularly affecting major exporters like India and Indonesia.
- Regional Effects: Shrimp exports from countries like India (which sends 40% to the U.S.) are especially vulnerable, forcing companies to adapt quickly.
- Early vs. Late-Stage Ventures: Early-stage local ventures may avoid immediate tariff impacts, but long-term risks increase as they scale, according to Rabo Ventures.
Overall, the sector faces a shifting investment landscape, with trade policies and market uncertainty prompting a need for resilience and adaptability.