Food Supply Chain

The take-over approach made by Archer Daniels Midland for Bunge , announced on January 19, 2018, has stalled as of March 2018 amidst regulatory anti-trust concerns

As the outlook of both companies has notably improved, it is time to review our agriculture food chain theme

The two companies are, with Cargill and LDC Louis Dreyfus, both privately owned, global food commodity trading conglomerates, commanding the world flow of basic agricultural products.

It is an opportunity to highlight the specialty chemicals and ingredients (for food as well as pharma) businesses, from the UK - Associated British Foods , Tate & Lyle ,  from Denmark - Novozymes , Christian Hansen Invalid tag asset, from Germany  - Evonik Industries Invalid tag asset, from Switzerland - Givaudan , Lonza , from the Netherlands - Koninklijke DSM Invalid tag asset and from Norway - Yara – worthy components of the agricultural chain in their own right