“Sustainability is the strategy for survival and measured growth”
It’s a no-brainer that with finite rare earth materials, chemicals from mining, fossil fuels, and it’s derivatives, the world population cannot sustain the lifestyle that is enjoyed today from FMCG, consumer durables, transport, construction materials, to medicine, processors or semiconductors, to space tech, etc. Everything needs a rethink around sustainability, and this brings a huge opportunity for investment to back the idea of sustainable world development.
With the Energy transition in place across the world, petroleum derivatives are set to disappear slowly. This is a strong tailwind.
The only possible risk in this sustainability investment theme is the discovery of a process that converts one type of atom to another type of atom by manipulating subatomic particles with cost efficiency, which is highly unlikely, at least in the next few decades. Progress towards an enterprise-grade quantum computer might also be a risk since the research will accelerate exponentially. But these, as of now, still feel like science fiction.
Some Promising players in this theme, which I’m aware of:
- Footwear - Biodegradable sliders from Chupps - 100% Biodegradable – CHUPPS
- Packaging material - https://www.bambrew.in/
- Personal care and home care - About Us – Our Story & Mission | BECO
- Beauty products - https://asabeauty.com
- Speciality Chemicals - https://www.fineorganics.com/