Food loss between farm and shelf is a supply problem for some and an investment thesis for others.
In several of the markets we work in, a material share of fresh produce never reaches a paying customer. The loss is absorbed quietly by farmers and traders, and it prices into every plate served downstream.
Closing that gap needs storage close to production, reliable power and an offtake buyer willing to pay for quality. All three, together, are rarer than any one of them alone.
Where all three line up, the returns are attractive and defensible, because the infrastructure is hard to replicate once it exists.
