We believe that we are entering into a global food transition, much like the global energy transition, fueled by changing consumer preferences, climate change and shifts in the capital market landscape.
The energy transition was a multi-decade effort of over $4 trillion of capital formation, the birth of new industries and the destruction of equity value and stranded assets across the value chain. But the transition has scaled and is almost mainstream in the energy industry.
Food is still in its infancy but is being propelled by seismic tailwinds: massive demographic change spurring new consumer demand, significant advancements in the biology, chemistry and physics of food production to create new choices and capital markets anchored by ESG that want to fund high growth, disruptive companies.
This report explores ten trends that are driving the transition to a climate smart, healthy food system.
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