Research & Data

From tight soybean supplies in 2021-22 to the impact of the Suez Canal blockage, lead analyst Libin Zhou outlines the key market trends.
Plant-based burger
Every 10th portion of protein consumed on Earth could be alternative by 2035, says Boston Consulting Group. Strategically placed investors may be in sight of very handsome returns.
Grain farm, wheat harvest
Agriculture showed ‘remarkable resilience’ as an asset class over 2020 as returns held relatively steady throughout the year.
Foreign ownership of water entitlements continued to steadily increase in 2020, with Canada leaping to the top of the list of foreign investors by volume held.
Higher-than-expected yields have led ABARES to increase its December 2020 production forecast by 7.4%, but summer planting will still be lower than average.
Foreign ownership of Australian farmland increased last year but remained flat as a percentage of the overall total, with China holding the most land.
A survey conducted by JPMorgan Asset Management shows Europe places the most importance on ESG considerations during investment, followed by Australia.
Food security fears made food and ag-focused technology a 'small but important' part of SOI investments in 2020, reflecting increased sophistication among operators.
Analyst Dustin Aherin says ‘a unique combination of factors that we haven’t had in decades’ presents investors capable of surviving a full cattle cycle with a ‘great opportunity on the other side.’
Greenhouse, vertical farming indoor ag, agtech
Agtech investment data from Pitchbook shows agrifinance and e-commerce firms could double the $587m raised in 2019 to eclipse the $1bn mark for the first time.
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