How will stimulus money and policy reshape the financial incentives for 'going green'? Hint: it's not just the bailouts you don't get, but the ones you do too. Taking government money comes with complicated reporting strings that can dramatically increase compliance costs.
Comcast earnings yesterday showed many people are upgrading their internet bandwidth. This is the backbone to the connected house and electric grid flexibility.
I definitely expect ebikes to take off. Putting my investor hat on, I wonder what the opportunity is here. Possbily some brands (like www.karmicbikes.com) and maybe an online store/marketplace to simplify the buying process? Also hoping to see charging points make it easy to plug in ebikes.
I could see a faltering of animal meat usher in a rise of plant-based meats. I've seen conflicting reports here though. This piece claims a 200% rise: "What’s more, the global marketing research firm Nielsen Corp. reported last month that sales of meatless alternative protein products had increased by more than 200% during the coronavirus compared to the same period last year." https://www.washingtontimes.com/news/2020/apr/29/plant-based-alternatives-meat-find-new-markets-dur/
The meat issue is just one aspect of a broken food supply chain. It's getting a lot of visibility because of animals getting slaughtered, the White House involvement, etc. However farmers are also dumping produce and milk because of similar issues in the supply chain. I think your point on decentralization is on-target- people will start to source food more locally, and they'll adjust more easily around availability. "What? My tiny local butcher is out of pork tenderloin today? No problem, I'll take a shoulder if s/he trims the fat for me." Plus regenerative farming (our focus) - less reliance upon external inputs like chemicals. We've got all we need right here to produce food.
Decentralization - of supply chains, Energy generation and consumption, and habitation (less public transit use and limited additional car capacity in big cities).
Reminds me of a piece on food systems. Our food system will have "the characteristics of a microgrid: Redundant, distributed, resilient, smaller scale and locally powered, yet connected to the larger world in ways that benefit it when safe but can be disconnected when not so." https://www.greenbiz.com/article/vision-post-pandemic-food-system-looks-lot-microgrid
- More local nimble supply chains, including local food and manufacturing
- A flight to smaller cities, with shorter commute times (or no commute time), which leads to a reduction in carbon emissions
- An increase in self-sustaining, off-the-grid communities
- In a dream world, a Green Deal :)
So much love for this post.
A flight to smaller cities comes with it new construction or renovation, could increase the need or market for lower emission industrial supplies
The food supply chain is especially fragile and ripe for investing, especially digital improvements on logistics and marketplaces
How will stimulus money and policy reshape the financial incentives for 'going green'? Hint: it's not just the bailouts you don't get, but the ones you do too. Taking government money comes with complicated reporting strings that can dramatically increase compliance costs.
Comcast earnings yesterday showed many people are upgrading their internet bandwidth. This is the backbone to the connected house and electric grid flexibility.
Bike shops are booming. Hopefully momentum for e-bikes and protected bike lanes continues.
I definitely expect ebikes to take off. Putting my investor hat on, I wonder what the opportunity is here. Possbily some brands (like www.karmicbikes.com) and maybe an online store/marketplace to simplify the buying process? Also hoping to see charging points make it easy to plug in ebikes.
Less car trips to the doctor. Easy stuff replaced by telemedicine.
If meat supply chain were to break down...alternative meats could have an opportunity to fill the gap.
I could see a faltering of animal meat usher in a rise of plant-based meats. I've seen conflicting reports here though. This piece claims a 200% rise: "What’s more, the global marketing research firm Nielsen Corp. reported last month that sales of meatless alternative protein products had increased by more than 200% during the coronavirus compared to the same period last year." https://www.washingtontimes.com/news/2020/apr/29/plant-based-alternatives-meat-find-new-markets-dur/
Well will you look at that! The fundraising environment for plant-based meat is improving! https://www.bloomberg.com/news/articles/2020-05-01/fake-meat-startups-rake-in-cash-amid-coronavirus-food-worries
The meat issue is just one aspect of a broken food supply chain. It's getting a lot of visibility because of animals getting slaughtered, the White House involvement, etc. However farmers are also dumping produce and milk because of similar issues in the supply chain. I think your point on decentralization is on-target- people will start to source food more locally, and they'll adjust more easily around availability. "What? My tiny local butcher is out of pork tenderloin today? No problem, I'll take a shoulder if s/he trims the fat for me." Plus regenerative farming (our focus) - less reliance upon external inputs like chemicals. We've got all we need right here to produce food.
Decentralization - of supply chains, Energy generation and consumption, and habitation (less public transit use and limited additional car capacity in big cities).
Reminds me of a piece on food systems. Our food system will have "the characteristics of a microgrid: Redundant, distributed, resilient, smaller scale and locally powered, yet connected to the larger world in ways that benefit it when safe but can be disconnected when not so." https://www.greenbiz.com/article/vision-post-pandemic-food-system-looks-lot-microgrid