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Aug 31, 2023Liked by Michael Campos

This was a fun one!

Big fan of using the lens of energy efficiency to look at meat production. Animals are not very efficient!

Also, wow, 73B is so many chickens, maybe souls/kcal should be another metric reported on packaging, lol.

"Beef is coal, pork is oil, chicken is natural gas. Coal/beef and oil/pork have had their ups and downs, but poultry/natural gas have come roaring onto the scene over the last few decades. I’ve never quite known what to do with this information."

Best I can come up with is playing with the correlation between natural gas prices and dairy profitability as influenced by manure digester revenue...

I think the big question posed by the commodity analogy is when/if will traditional meat have its lunch eaten by alternatives the way we're finally starting to see in energy markets w/ renewables..

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