The charts sure raise a few questions.
- Who would want to be a farmer?
- Who would want to invest in mining?
I look ahead in time and climate change aside, we are heading to a major problem in agriculture as farmers leave the land. The hard part is finding ways to invest in the sector at any scale and outside of the futures markets.
I suppose agricultural and mining technologies are continuously improving, productivity surges. Fewer farmers produce more. Or smaller areas are producing the same. But there can be a limit of this, resources of Earth can deplete.
Reduced farming area is such a high risk. If those areas suddenly hit by disaster food supply can fall dramatically.
Mining companies, agricultural producers?
Bayer-Monsanto is cheap now. :)