- Grain prices are rising, and there's not really much that can be done on the supply side except hope that Ukraine is back to producing soon.
- Russia is also a massive fertilizer exporter, and that's going to also increase grain prices for the medium term.
- This is going to mean that foods that are not grain exposed are going to be able to gain share.
- People might start taking up the paleo diet, so specialty retailers have become better value, and we think Salmon is totally insulated and might shine in this environment.
For further details see:
Stocks To Consider As Wheat Prices Rise - We Are Watching Austevoll Seafood ASA