![]() ![]() ![]() Now, researchers say that adoption of plant-based diets across Europe can improve food resilience against the Russia–Ukraine conflict. Pig feed in Spain - which is vital to the Spanish economy and cultural food habits. ![]() The war in Ukraine is a substantial factor since much of the Ukrainian and Russian exports are aimed at supporting livestock: For example, even as Africa faced short supply, Ukrainian grain was used for Many Europeans and Americans spent the latter part of 2022 on savings they hoarded during the pandemic - which will soon be spent. Beef prices increased excessively and outpaced soaring inflation. I will try to cut out all the hype that pre-IPO stock promoters have sent me and focus on what really matters.ĥ Key drivers of the plant-based food industry:Īlthough we still grapple to understand the real impact of the pandemic on the food supply chain, researchers assert that the sustainability of livestock performance and welfare hasīeen impacted on a global scale. If we consider key drivers of the trend, we might be better placed to anticipate the velocity. Where as none of us have a crystal ball to predict the future, what stands out is the fact that the plant-based food industry nearly doubled between 20, reaching $5 Billion and that numerous research sources including Bloomberg suggest the industry The trend, with a perfect storm driving the winds of change. However, I see no reason to dismiss plant based food as an investment opportunity, since there are very few opposing forces to I have never been one to blindly follow the wisdom of the crowd - even if the WEF and substantial proponents make a strong case. However it has received a major boost from the most powerful forces in the world. Whereas I partly agree with Dollinger and won’t bet against his innovative track record, I need to add that the aforementioned individuals and institutions carry a lot of sway in the world. He believes that it is perceived as a new trend since recently, both the WEF, Chatham House, Bill Gates and powerful hedge funds started advocating for plant-based diets. Recently, Dollinger Cyprus Mail that this is by no means a new trend. The founder of ELSE Nutrition (BABYF) we also tend to discover interesting information. In this case, Sean Dollinger founded PlantX (PLTXF:OTC US) which is a marketplace that seems to act as an aggregator for top brands in the industry. I tend to watch leading innovators and trend setters quite closely by industry. ![]() Where is the trend now and where is it headed? The questions I am asking in this context are: at what phase is the industry trend? and who are the most innovative strategic players? Keep in mind that I am an investor, not a trader, my intention is to discuss not only ESG investments for moral gratification, but also potentially profitable I will aim to have a frank discussion, drawing on insights surrounding the plant-based food industry. They see that the powers that be (governments, WEF, hedge funds) wish to pivot to plant based food and in some countries are actively incentivizing a reduction in livestock farming. Who feel like their livelihoods are at risk. I do so notwithstanding the fact that my heart goes out to farmers who are not ready for change, $162 Billion in 2027, then it seems that we are in the final years of a substantial breakout which can no longer be ignored.Īs someone with deep ties to conventional farmers on three continents, I will need to suppress some sentiments and address a trend that seems too big to ignore. If the North American market is to see a 32X jump in less than 10 years, where the plant based food market is projected to grow from $5 Billion in 2019 to ![]()
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