I totally agree that resource constraints are the major issue here. I think where we ultimately differ is that I don't see increasing human-oriented use of available land as the long term answer. You've probably come across various estimates that suggest that humans are using some multiple (greater than 1) of earth's total resources. I've never tried to evaluate these estimates in any detail, but they point to the fact that what we really need is fewer humans. Then the resource constraints immediately become less urgent. Unfortunately this is not a theme which is useful in identifying investment opportunities (except perhaps for the traditional military ones) and even runs contrary to some powerful ideologies.
One of your basic points since I've followed your postings (and if I may presume to paraphrase you) is that energy scarcity will lead to higher food prices. This is incontrovertible. However, I cannot see how increased agricultural production (including biomass that is used to produce energy) is going to remedy the situation. Fossil fuels have been a great "free ride" (remember that factor greater than 1). The world's poor are in big trouble, irrespective of how much land is cleared or reforested.
COZ Price at posting:
35.5¢ Sentiment: Hold Disclosure: Held
