California Groundwater Law Reshapes Almond Orchard Economics
California's Sustainable Groundwater Management Act, phasing in irrigation limits across the state's agricultural basins, has pushed almond growers to invest in more efficient irrigation systems and, in some cases, to fallow marginal orchard acreage that cannot justify water costs under the new pumping restrictions. Processors sourcing from growers who have already adapted to these limits increasingly command a supply reliability advantage over those still dependent on growers facing near-term water allocation cuts. Several major processors have begun requiring documented water-use efficiency data from supplying orchards as part of standard procurement contracts, a practice essentially unheard of a decade ago.
Market Impact: Adds 11 percent to bakery-grade demand








