Investment Thesis
Investment Thesis
Why a Low-Carbon Agriculture Platform in Emerging Markets Wins
Why a Low-Carbon Agriculture Platform in Emerging Markets Wins
Open-field burning, soil degradation, fertilizer dependency, and livestock emissions are not isolated issues
They are symptoms of a fragmented agricultural system where residues, soil, crops, and livestock are managed separately
Agricultural emissions in emerging markets are driven less by technology gaps and more by structural fragmentation.
Residues are burned, soils are depleted, farmers face rising input costs, and climate interventions remain disconnected from real farm economics.
NGO pilots lack commercial durability
Subsidy-driven programs collapse when funding ends
Single-product AgTech does not change system-level incentives
Most climate and agriculture interventions focus on a single leverage point—inputs, practices, or credits—without restructuring the underlying value chain. As a result, impact remains localized, temporary, and difficult to replicate.
Agricultural residues are the system entry point
They enable:
avoided emissions
soil restoration
low-carbon food production
circular livestock systems
By anchoring the system on agricultural residues—materials that already exist at scale—we create a commercially viable entry point into a fully circular agricultural platform.
High residue density
Urgent PM2.5 pressure
Farmer readiness
Cluster-based scalability
Thailand’s Northeast and Nakorn Sawan combine scale, urgency, and execution readiness.
The region generates large volumes of agricultural residues annually, faces acute air-quality challenges, and offers the density required to build cluster-based, repeatable operating models.
Multiple revenue layers
Recurring cash flows
Optionality (without committing now)
Viable logic
Residue aggregation → transaction-based revenue
Compost → recurring sales
Organic production → margin expansion
Livestock integration → system efficiency
This platform is designed as a multi-layered commercial system, not a single-asset business.
Each phase reinforces the next, enabling recurring revenue, expanding margins, and measurable climate outcomes without reliance on long-term subsidies.