ATM - A2 Milk Corporation Limited

[ratkin]

Will alternative proteins become the norm, and what will it mean for Aotearoa?

Seba predicts by 2035 alternative proteins will be 10 times cheaper than existing animal proteins, and will also be superior in every key attribute – “more nutritious, healthier, better tasting, and more convenient, with almost unimaginable variety”.

https://www.stuff.co.nz/business/ind...n-for-aotearoa

Any decent way to invest in these alternative proteins? anyone point me in the right direction

[swmswm]

The only stock I know of is Beyond Meat (BYND) on the NASDAQ

[Balance]

Will alternative proteins become the norm, and what will it mean for Aotearoa?

Seba predicts by 2035 alternative proteins will be 10 times cheaper than existing animal proteins, and will also be superior in every key attribute – “more nutritious, healthier, better tasting, and more convenient, with almost unimaginable variety”.

He says the industry's demise will occur over the next 10 to 15 years

https://www.stuff.co.nz/business/ind...n-for-aotearoa

Anyone seriously think that China (NZ & Oz biggest market for primary produce) gives a monkey's arse about all that?

[tomm]

https://www.worldguernseys.org/PageM...s_Woodford.pdf

[bull....]

Anyone seriously think that China (NZ & Oz biggest market for primary produce) gives a monkey's arse about all that?

you havnt done your homework balance.

One of china's goals is to be 50% plant based meat eaters in the future , they already signed deals to facilitate this happening with offshore companies.
Also how will china support its population when most of the world has gone plant based ? they wont be able to by traditional means so will have no choice but to develop along these lines as well.

the world is changing to be more emmission friendly unfortunately for NZ our best hope for the ag sector is as a niche player competiing against cheaper potentially better alternatives

[Biscuit]

..... unfortunately for NZ our best hope for the ag sector is as a niche player competiing against cheaper potentially better alternatives

Unfortunately for NZ, under that scenario, being the niche player would also be the best hope of every other beef exporting nation, so wouldn't really be a viable niche.

[Balance]

you havnt done your homework balance.

One of china's goals is to be 50% plant based meat eaters in the future , they already signed deals to facilitate this happening with offshore companies.
Also how will china support its population when most of the world has gone plant based ? they wont be able to by traditional means so will have no choice but to develop along these lines as well.

the world is changing to be more emmission friendly unfortunately for NZ our best hope for the ag sector is as a niche player competiing against cheaper potentially better alternatives

Of course China will wax lyrical about its goal but its population as a whole are still meat deprived - meat consumption per capita is still way below that of Western nations.

Eg. Half of that of USA.

So meat consumption will continue to grow and nothing changes as far as NZ & Oz are concerned imo.

Plus heck, we are far closer to the ever growing Asian markets than the rainforest burning and clearing South American meat producers will ever be.

[Biscuit]

Meat-in-a-lab is certainly an existential risk for NZ-as-we-know-it. On the other hand, GMOs were supposed to revolutionize farming and look where that led - basically nowhere for the most part.

[bull....]

Will alternative proteins become the norm, and what will it mean for Aotearoa?

Seba predicts by 2035 alternative proteins will be 10 times cheaper than existing animal proteins, and will also be superior in every key attribute – “more nutritious, healthier, better tasting, and more convenient, with almost unimaginable variety”.

He says the industry's demise will occur over the next 10 to 15 years

https://www.stuff.co.nz/business/ind...n-for-aotearoa

I think this guy in the article is basing his predictions on this report ( which i dont think was reference in the story )

By 2030, the number of cows in the U.S. will have fallen by 50% and the cattle farming industry will be all but bankrupt. All other livestock industries will suffer a similar fate, while the knock-on effects for crop farmers and businesses throughout the value chain will be severe.
Rethinking Food and Agriculture shows how the modern food disruption, made possible by rapid advances in precision biology and an entirely new model of production we call Food-as-Software, will have profound implications not just for the industrial agriculture industry, but for the wider economy, society, and the environment.

https://www.rethinkx.com/food-and-agriculture

the wipe out of the US ag sector by 2030 it says in the report replaced by a food as software model engineered by scientists

[Biscuit]

..... food as software model engineered by scientists

yum, yum. Personally I get my meat from home-killed animals, skinned and gutted on the fields they lived on.