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SHUBINVESTS I SEBI RA

14th Jul 2025 · SEBI-Registered Analyst

🍫 Climate Change is Coming for Your Chocolate And It Could Change What You Eat, Invest In, and Rely On

It all began with a chocolate bar... I was picking one from a store shelf when I noticed the price had quietly jumped — again. What seemed like a ₹100 treat a year ago now felt like a luxury. Later that night, I read the headline: “Barry Callebaut, world’s largest chocolate maker, cuts outlook due to cocoa shortage.” Turns out, climate change isn’t just a global issue — it’s literally eating into our favorite snacks. 🌱 What’s really going on? Cocoa production fell 13% globally, creating the biggest deficit in 60 years Ghana and Ivory Coast, supplying 60% of global cocoa, saw yields fall up to 30% Prices shot up 4x, hitting over $12,000/ton, outpacing even gold and NVIDIA’s stock gains The culprit? 🔥🌧️ Climate change: More heatwaves, unpredictable rainfall, and crop diseases are destroying traditional cocoa zones. Young people are quitting farming. Farmers are smuggling. Fields are being leased for illegal mining. But this isn’t just about chocolate — maize, wheat, rice, and soy are next. If temperatures rise 3°C, our global calorie supply could shrink like never before. ✅ What Can You Do (as an investor)? Think of companies that help agriculture fight climate change. Here's how India might benefit: 🥕 Jain Irrigation Systems

JISLJALEQS
— pioneers in drip irrigation & micro-irrigation for water-stressed crops. 🌾 Kaveri Seed Company
KSCL
— works on climate-resilient seeds. 🌿 PI Industries
PIIND
— strong in agri-inputs & sustainable crop protection. 🧬 Godrej Agrovet — diversified agri-player focusing on animal feed and plantation crops. ☁️ Rallis India (Tata Group) — agri-solutions and weather-resilient farming support. These companies don’t sell chocolates — but they supply the backbone to those who grow what’s inside them. Climate change is disrupting cocoa and food production globally, creating both a risk for consumers and an opportunity for climate-resilient investments.

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