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Cannabis Industry News

Cannabis Industry News

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Stay informed on the latest developments in the cannabis sector with "Cannabis Industry News." This podcast provides expert analysis, interviews with industry leaders, and updates on legal changes, market trends, and innovations. Ideal for business professionals, investors, and enthusiasts eager to keep up with the fast-evolving world of cannabis. Listen for insightful coverage and in-depth discussions that matter.

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    • Cannabis Industry Update: Regulatory Delays, Expansion Plans, and Shifting Market Dynamics
      Jan 22 2026
      CANNABIS INDUSTRY UPDATE: PAST 48 HOURS ANALYSIS

      The cannabis industry is experiencing significant momentum as multiple regulatory and business developments unfold simultaneously. Attorney General Pam Bondi has missed a congressionally mandated deadline to issue guidelines for easing research barriers on Schedule I substances including marijuana and psychedelics, creating uncertainty around the implementation timeline for President Trump's December executive order directing cannabis rescheduling.[1] This delay is reshaping planning decisions across banking, insurance, and merger and acquisition timelines despite no formal enforcement date.[8]

      On the business front, Glass House Brands announced accelerated 2026 expansion plans, moving up the completion of its second greenhouse to the second quarter with approximately 300,000 pounds of annual biomass capacity.[2] The company is positioning itself for potential CBD pharmaceutical markets and international export opportunities should rescheduling occur.[2] Additionally, Curaleaf Holdings is projecting quarterly net revenue of at least 330 million dollars, reflecting continued market strength among established operators.[1]

      Regulatory activity intensified across multiple states. Virginia proposed legislation setting November 1, 2026, as the earliest possible start date for legal adult-use cannabis retail sales.[3] Indiana lawmakers approved restrictions on hemp-derived THC products while rejecting an amendment allowing marijuana seed cultivation.[3] Texas regulators proposed tightening hemp restrictions including potential smokable flower bans and increased licensing fees.[3] Meanwhile, the Alabama Cannabis Coalition launched advocacy efforts to repeal restrictive hemp legislation from 2025.[3]

      Structurally, a critical statutory deadline looms: November 13, 2026, marks the effective date for new hemp definitions, creating market pressure before regulatory frameworks materialize.[8] The Hemp Planting Predictability Act, introduced in mid-January 2026, would extend implementation by two years, signaling congressional recognition of industry concerns.[8]

      Investment interest remains active with five cannabis stocks highlighted for trading consideration: Tilray Brands, Canopy Growth, Aurora Cannabis, Cronos Group, and Akanda.[4] A global study released this week indicates cannabis legalization is narrowing gender gaps in the industry, suggesting evolving market demographics.[11]

      The overarching narrative reflects tension between regulatory anticipation and operational reality. While rescheduling signals economic opportunity, market participants are adjusting timelines based on enforcement dates rather than policy announcements. This dynamic is accelerating consolidation, capital deployment, and strategic positioning among industry leaders preparing for market transformation that remains administratively pending.

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      3 min
    • Cannabis Industry Momentum: IP Wins, Expansion Plans, and Regulatory Shifts Shaping the Sector's Future
      Jan 21 2026
      CANNABIS INDUSTRY UPDATE: PAST 48 HOURS

      The cannabis sector has experienced significant momentum across multiple fronts over the past two days, driven by major corporate moves, regulatory shifts, and market milestones.

      Aurora Cannabis secured a major intellectual property victory on January 20th, obtaining EU Community Plant Variety Rights for two proprietary cannabis varieties. This recognition strengthens Aurora's position as a leading global medical cannabis company and reinforces its genetics portfolio across international markets.

      Also on January 20th, Glass House Brands announced accelerated 2026 expansion plans, capitalizing on anticipated cannabis rescheduling opportunities. The company is accelerating buildout of Greenhouse 2, targeting full planting by Q2 2026, which will add approximately 300,000 pounds of annual biomass capacity. The company also commenced buildout of Greenhouse 4, positioning itself for CBD and hemp market opportunities. Glass House ended 2025 with record planted acreage and is now targeting international CBD markets and the newly announced Medicare reimbursement program for CBD under President Trump's December Executive Order.

      On the European front, Medios AG and Bedrocan International announced an expanded partnership on January 14th. Medios secured exclusive distribution rights for Bedrocan's pharmaceutical-grade medicinal cannabis across Germany, Spain, Belgium, Italy, and Austria. The agreement covers products from Bedrocan's EU-GMP-certified Danish facility and will expand to include other production facilities starting January 1, 2027. This partnership streamlines access for German pharmacists who previously navigated fragmented distribution networks.

      Meanwhile, European expansion faces headwinds. France delayed nationwide medical cannabis prescriptions to at least 2027, cooling international investor expectations despite largely complete regulatory frameworks.

      Domestically, Montana crossed a historic milestone by surpassing one billion dollars in adult-use cannabis sales just four years after legalization, demonstrating sustained consumer demand in well-regulated smaller markets.

      Canadian cannabis companies intensified lobbying efforts throughout 2025, with focus shifting from expansion toward operational survivability through excise tax reform and illicit market enforcement advocacy.

      These developments reflect an industry increasingly focused on strategic positioning within evolving regulatory landscapes, with major players simultaneously pursuing genetics protection, production capacity expansion, distribution consolidation, and international market access.

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      3 min
    • Cannabis Industry Update: Partnerships, Tech Advancements, and Regulatory Shifts in 2026
      Jan 16 2026
      CANNABIS INDUSTRY STATE ANALYSIS: JANUARY 14-16, 2026

      The cannabis sector enters mid-January with mixed momentum as investors remain cautious about growth prospects. The Global Cannabis Stock Index has gained only 0.3 percent to 6.61 through January, significantly underperforming the S&P 500 at 1.2 percent and the Russell 2000 at 6.9 percent.[5] Of 27 tracked cannabis stocks, 17 are up with two showing double-digit gains, while 10 have declined, including three down more than 20 percent.[5]

      Industry fundamentals continue to challenge investor confidence. The sector faces slow growth, increasing competition, a slowdown in states moving toward adult-use legalization, uncertain federal regulatory environments, and unfair tax treatment under code 280E.[5] However, recent developments suggest potential shifts ahead.

      A significant partnership emerged this week when Skyworld, a New York cannabis brand, announced collaboration with the Last Prisoner Project on January 6, 2026.[2] The campaign centers on White Apple Runtz, a premium hybrid strain abbreviated as WAR, directly referencing the War on Drugs. The partnership operates through the Roll It Up for Justice program, enabling dispensaries to facilitate customer donations at checkout, positioning cannabis businesses as agents of criminal justice reform.[2]

      Supply chain evolution continues as SMX announced material-level identity technology for cannabis compliance on January 15, 2026.[3] The approach embeds molecular identity directly into materials, enabling federal-grade chain-of-custody verification from origin through distribution. This positions cannabis manufacturers for alignment with medical-grade standards anticipated under federal normalization.[3]

      Retail expansion shows promise with Circle K partnering with THC beverage maker Varin to launch energy drinks in select Dallas-Fort Worth locations.[8] The drinks, available in flavors like Blue Razz Bombsicle and Pink Strawburst, will include in-store tastings throughout 2026, though cannabis-infused beverages remain in uncertain regulatory territory while hemp reclassification legislation approaches November implementation.[8]

      Recognition of Black-owned cannabis businesses marks a community milestone, with Weedmaps highlighting ten Black-owned operators in 2026.[10] Ball Family Farms, a vertically integrated Los Angeles company, exemplifies this movement with their in-house bred strains including flagship Daniel LaRusso.[10]

      Terplandia reclaimed independent ownership and operations as of December 31, 2025, realigning agricultural strategy with Southern California farm partners and proprietary vacuum steam distillation processes.[6]

      Regulatory updates show Georgia lawmakers reconsidering low-THC medical cannabis expansion in 2026, while France extended its medical cannabis pilot program beyond March 2026 as permanent frameworks remain under negotiation.[7][9]

      Market participants await Trump Administration clarification on safe banking and 280E tax guidance to unlock anticipated 2026 growth.

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      4 min
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