Morgan Stanley skriver i sit katalog over de 7 ideer, der kan skabe fremgang for investorer: Landbruget må have en gang supercharge for at skaffe mad nok til en global befolkning, der øges med 2 milliarder mennesker inden år 2050. Det kan ske ved præcisions-landbrug, f.eks. ved brug af satellitter, robotter og big data. Præcisions-landbrug kan øge i indtjeningen med 50 pct. alene i 2021. Med de metoder er der også mulighed for at begrænse den øgede CO2-udledning fra landbruget. Analysen kommer ikke ind på Danmark, men spørgsmålet er, om danske landbrugsproducenter vil udnytte de nye muligheder maksimalt.
2. Can Precision Agriculture Supercharge Sales?
Precision agriculture uses new technology, such as satellites, robotics and big data, to increase crop yields and reduce farm waste.
Morgan Stanley analysts believe that this segment, which plays a growing role in the future of food, could be poised for 50% revenue growth in 2021, complementing double-digit growth in underlying equipment demand.
“Precision ag was previously viewed as an insulator against potential choppiness in equipment sales,” says analyst Courtney Yakavonis.
“We think the market isn’t appreciating the product mix and potential for pricing to complement a multiyear recovery in equipment demand.”
By 2050, the world’s population is forecast to surpass 10 billion people. To keep pace with population growth, the United Nations estimates that the global food supply will need to increase 50% over current volume to accommodate projected demand.
However, there’s a slight wrinkle: At the same time, climate change will threaten at least 36% of the four largest crop groups (rice, maize, wheat and soybean). In addition to producing enough food for an ever-increasing population and eliminating malnutrition, we’ll also have to do it sustainably, cutting roughly 13 gigatons of greenhouse-gas emissions in order to curb climate change.
Solving this puzzle will require ingenuity, investment—and some hard compromises.
“By 2050, the agricultural sector is expected to emit 16% more carbon emissions than it did in 2017, at a time when global emissions need to be falling to net zero,” says Jessica Alsford, Morgan Stanley’s Global Head of Sustainability Research.
