Newsflash: The United Nations and The Wall Street Journal just agreed on something: With this summer's brutal drought, America needs to stop using so much corn to produce ethanol for fuel, and start using it in the food chain.
Japan's domestic food supply faces plenty of threats, including nuclear radiation, a crippled distribution infrastructure and a shaky electric grid. But there's some good news for U.S. suppliers: A shortage of domestic beef and pork could increase the market for imported meat.
As the Russian wheat shortage sends food prices soaring, investors should note that such stories are going to become only more common as the developing world expands. For this and other reasons, the agriculture sector is worth considering.
A severe food shortage is on its way, according to famed investor Jim Rogers. Food inventories are the lowest in decades and "[m]any farmers cannot get loans to buy fertilizer now, even though we have big shortages developing," he said.
