SDOT · CIK 0001701756
What Sadot Group Inc. told the SEC could break it.
Sadot Group's exposures track the volatility of the staple-crop trade that drives its revenue. Its results swing with global prices for commodities like soy meal, corn and wheat — commodity sales fell 64.8% to $246.9M in FY2025 on declining staple prices — and supply is hostage to weather and crop failures, with farming operations located solely in Zambia's Mkushi region. Cross-border trade barriers compound the picture: rising tariffs and sanctions can close markets or erode price competitiveness, and the company has accrued roughly $12.9 million for an arbitration award (Nuval), with a separate admiralty claim filed against it in September 2025.
4 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Climate & physical
- adverse weather; sole farming concentration in Mkushi, Zambiamedium
Agricultural-commodity supply and pricing are exposed to adverse weather/crop failures; farming operations are solely in the Mkushi region of Zambia, concentrating yield risk.
“Adverse weather conditions have historically caused volatility in the agricultural commodity industry and consequently in our operating results by causing crop failures or significantly reduced harvests, which may affect the supply and pricing of the agricultural commodities that we sell and use in our business. Our farming operations have solely been located in the Mkushi region of Zambia.”
SEC filing →As of 2026
Commodity & input dependence
- staple agri-commodity price exposure (soy/corn/wheat)medium
Revenue is dominated by agri-food commodity sales (soy meal, corn, wheat); commodity sales fell 64.8% to $246.9M in FY2025, driven by a decline in global staple-commodity prices.
“We generated Commodity sales of .9 million for the year ended December 31, 2025, compared to .9 million for the year ended December 31, 2024. The .0 million decrease or 64.8% is attributable to a decline in global prices of staple commodities, market seasonality, the largest global consumer being out of the market for the beginning of 2024.”
SEC filing →As of 2026
Litigation
- ~$12.9M Nuval arbitration award (plus The Andersons admiralty claim)medium
An arbitration award grants ~$12.0M in damages (total estimated liability ~$12.9M incl. interest/costs, accrued at FY2025), and The Andersons, Inc. filed an admiralty claim against Sadot LLC in Sept 2025.
“The award relates to contracts dated February 27, 2024 and April 9, 2024, and grants approximately .0 million in damages. ... As of December 31, 2025, the total estimated liability, including interest and costs, was approximately .9 million, which has been accrued.”
SEC filing →As of 2026
Regulatory & policy
- tariffs & trade restrictions on global ag-commodity flowsmedium
Business depends on free cross-border flow of agricultural/food ingredients; rising tariffs and trade restrictions (US-China dispute, Iran sanctions, US import/retaliatory tariffs) could close markets or erode price competitiveness.
“Increases in tariff and restrictive trade activities around the world (e.g., the U.S.-China trade relations dispute, Iran sanctions) could negatively impact our ability to enter certain markets or the price of products may become less competitive in those markets.”
In the MyPRIA app, this is checked against the companies you actually own.
← World Watch