|One of my investment themes is an AG basket of stocks. Been buying CTVA the AG spin off from DOW. Probably the best pure play I have found (for value & growth) in the AG sector. I also have a few mico caps that develop seeds using new genetic technologies (Crisper) including SANW (have an alfalfa, Corn, Sunflower,Sorghum) and RKDA (Arcadia Biosciences). Both companies develop seed varieties that are draught tolerant and water salt tolerant so can be used in places w/ marginal production.|
These small companies lose money and it takes a lot of money to get a new variety into production. You got to feed the world and these hybrid seeds can increase production and be used on marginal soils. RKDA has ties to UCD (University CA Davis one of the best AG schools in the US) and are developing some 'hemp' varieties and testing those strains in Hawaii. Their hemp improves the soil and other than POT, there are many other uses for hemp (fibres/oil) and it grows like a weed (3 harvest in a year). Animals can eat the siliage and then the fibre left over is used to make fibre (rope, cloth etc).
Keep your eye on India too. Not only are soy beans a big crop but I suspect peas (green & yellow) now being used to make the BYND meat product. These are grown all over the world but India have been growing these legumes for hundreds of years (lentils). Very high in protein.
Feeding your population will trump politics IMO. The US has the technology in seed development to share w/ the world.