Delphos

Delphos is the premier advisor in emerging markets—guiding 1,800+ clients in raising $20B+ for impactful infrastructure, energy, and digitalization.

[Delphos @DelphosAdvisor]

Global foreign direct investment rose 14% in 2025 while international project finance declined 16%. Investors are not retreating from Emerging Markets. They are pricing risk more selectively.

[Delphos @DelphosAdvisor]

FDI inflows are shifting toward middle-income economies while project finance remains under pressure. Capital is available. The challenge is structuring bankable assets.

[Delphos @DelphosAdvisor]

The US$7.5T emerging markets infrastructure gap is not a capital shortage. It is a structuring gap. Political, climate, and delivery risks remain underpriced at the asset level.

[Delphos @DelphosAdvisor]

Only 14 of 91 IFC agribusiness projects reviewed from FY22 to FY25 deployed risk capital. Documentation quality now determines which agriculture projects advance.

#DevelopmentFinance #DFI

[Delphos @DelphosAdvisor]

Sponsors who complete preparation before approaching the market face shorter diligence cycles, fewer conditions, and stronger financing terms.

#AgricultureFinance #EmergingMarkets

[Delphos @DelphosAdvisor]

Capital raising for agriculture projects changed in 2026. AI-screened production data is now a baseline investor requirement, not a differentiator.

[Delphos @DelphosAdvisor]

Blended finance structures remain critical in emerging markets agriculture. DFI participation reduces lender exposure and improves tenor and pricing for sponsors.

[Delphos @DelphosAdvisor]

Global agrifoodtech funding declined 4% in 2024. Developing markets increased 63% to US$3.7B.

#EmergingMarkets #AgricultureFinance

[Delphos @DelphosAdvisor]

AI-powered crop forecasting now achieves 85% to 95% accuracy. Institutional lenders use it to price production risk, structure debt terms, and validate revenue assumptions.

#AgTech #ProjectFinance

[Delphos @DelphosAdvisor]

AI-verified yield data is now a baseline requirement in agriculture finance. Sponsors without satellite-monitored production records are filtered out before formal diligence begins.

#AgricultureFinance #DFI

[Delphos @DelphosAdvisor]

A financial model without freight stress testing is incomplete. Credit committees now expect corridor alternatives and shipping cost buffers before approvals advance.

[Delphos @DelphosAdvisor]

The global trade finance gap reached US$2.5T in 2025, double 2017 levels. DFI-backed A/B loan structures are becoming the primary debt pathway for LATAM agribusiness.

[Delphos @DelphosAdvisor]

South American agricultural exports surged 6.9% in 2025, with Uruguay and Argentina above 25% growth. Freight exposure now shapes agricultural financing terms across LATAM.

[Delphos @DelphosAdvisor]

LATAM agrifood exports hit record levels in 2025. Lenders are now pricing freight volatility, routing alternatives, and buyer diversification directly into credit terms.
#InfrastructureFinance

[Delphos @DelphosAdvisor]

Average tariffs on Least Developed Country exports rose from 9% to 28% in 2025.

Food security is now a capital allocation priority for DFIs and institutional allocators.

#FoodSecurity #ProjectFinance

[Delphos @DelphosAdvisor]

The Strait of Hormuz closure disrupted one third of global seaborne fertilizer trade.

This chart shows how nitrogen fertilizer prices repriced across import-dependent markets in weeks.

#Fertilizer #EmergingMarkets

[Delphos @DelphosAdvisor]

The World Bank Group committed US$9B annually in agri-finance by 2030.

The window is still open for sponsors with DFI-aligned documentation and layered capital stacks.

#DevelopmentFinance #Agriculture

[Delphos @DelphosAdvisor]

The 2026 agriculture investment shock split Emerging Markets into two categories: exposed assets and resilient assets.

The distinction is structural, not geographic.

[Delphos @DelphosAdvisor]

Among OECD DAC blended finance commitments in Africa, 93 junior tranche commitments mobilized US$6.8B in private capital.

Structure now determines execution speed and pricing.