The phenomenon of Agflation is gaining headlines and will increase in the near future. It is the inflation of products of the land, such as wheat, corn, soybeans, basically food supply commodities. There are various reasons for this and the problems will get worse. Some of the reasons include population growth leading to more people to feed and at the same time less land for agriculture. Natural disasters worldwide has recently had dramatic effects on agriculture. The recent environmental push for biofuels also mean that products are grown for fuel rather than to feed humands. None of these causes will go away soon but may increase in severity.
From an investment perspective, agriculture companies have fundamental reason for appreciating in price. Some of the Australian agriculture companies are below. Please feel free to comment if you find other significant companies.
AAC AUSTRALIAN AGRICULTURE COMPANY
CAQ CELL AQUACULTURE
CSS CLEAN SEAS TUNA
ELD ELDERS
GFF GOODMAN FIELDER
GNC GRAINCORP
IPL INCITEC PIVOT
MSF MARYBOROUGH SUGAR
NUF NUFARM
PAG PRIME AG
RIC RIDLEY
RHL RURAL CO
SHV SELECT HARVEST
TAN TANDOU
TGR TASSAL
WCB WARRNAMBOOL CHEESE
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