Inner loop
Water prices go up —> ag water use shrinks —> feed prices go up —> factory farmed meat prices go up —> diets go more plant-based
Outer loop: —> livestock base shrinks —> less ag carbon emissions
New lower water use equilibrium
I like the overall macro trends here
Conversation
One reason for climate optimism is that all the market pressures are actually lined up for accelerating fast failures of unsustainable systems. You kinda don’t need ESG or green activism in many cases. Just green accelerationism judo move. Get behind bad incumbents and push.
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Replying to
Where basic resource 8s running out, like water, capture just accelerates the collapse of the incumbency
