Looking Back at 2018

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Marc Brazeau | Editor | Food and Farm Discussion Lab | @eatcookwrite


 At the beginning of the year, I wrote a series of essays making predictions for 2018. I tried to do predictions about significant developments where I wasn’t sure I was going to be right, because … what’s the point?

These are the five:
2018 would be an inflection point for home meal kits
Food and farm coalitions would continue to fray
The Anti-GMO movement would be increasingly irrelevant
2018 would mark a spotlight on a second generation of genetically engineered crops
Plant Meat 2.0 would go mainstream

Overall, I think my analysis aged pretty well over the year. But it didn’t quite hit the center of the bullseye in every case. Let’s take a look at how I did.

Home Meal Kits

Here is one where I made a confident prediction and a less confident prediction, which I now think I got backwards.

This seems to me a brittle business model to solve a resilient problem. Delivering groceries for dinner meals via home shipping is really expensive and inefficient. Customers still need to do their regular grocery shopping. Meal kit companies need to invest in vast, new infrastructure and real estate to create regional commissary distribution centers. This while Amazon just bought Whole Foods, with built in real estate and commissary infrastructure as well as retail space for in store meal kits. Other grocery chains are also adding meal kit options that give consumers a more tactile, more spur of the moment experience than ordering online ahead of time.

My confident prediction was that we would see a clear inflection point for home meal kits, with the market settling on a dominant business model, but agnostic on what that would take. My less confident prediction was about which direction it would take. I think was wrong about 2018 being an inflection point. This was the prediction that the FAFDL community had the most to say about and I agree that it’s hard to make the case that the market sorted in any definitive way over the last twelve months or so. On the other hand, with Blue Apron just announcing a partnership with WW (formerly Weight Watchers) to launch a new strategy to dominate the market for healthy meals, and all wide range of quality convenience foods in the supermarket, I feel more confident that the supermarkets are going to win the home meal kit war.

Blue Apron is currently trading at about one dollar a share.

Fraying Food and Farm Coalitions

At the beginning of the year, I predicted that the pattern of tension and disruption among the various food and ag political and economic coalitions would continue from the dramatic ruptures in 2017. Those ruptures included the outrage on ag twitter to Cargill partnering with the Non GMO Project, Monsanto going on the attack against farmers and academic weed scientists in the wake of the Dicamba Debacle, a spate of high profile departures from the Grocery Manufacturers Association (GMA), and finally tensions and recriminations between the frenemies of the Organic and Non-GMO labels. I somehow left out the battle of including hydroponic in the organic standard that ended in November 2017.

Nothing as dramatic as the stampede out of the GMA happened in 2018, and reasonable people can could disagree with whether I am correct about a continuing trend of fraying coalitions or whether the following three events are a return to the normal background rate of intramural skirmishes.

In February of 2018, Monsanto sued the board and each individual member of an Arkansas citizen’s pesticide board that they felt had arbitrarily set the buffer zones for Dicamba applications unnecessarily wide.

The U.S. Cattlemen’s Association made a pre-emptive strike against the plant-based meat and vat meat industries, trying to nail down a legal definition of meat that confined it to meat produced through harnessing the biology of animals. Process rather than product. Expect the reverse argument when it comes time to gene edited cows. Likewise, the dairy industry started pushing for a standard that limits the use of the term ‘milk’ to cow’s milk.

Anti-GMO irrelevance

Let’s set the table for evaluating this. Intro from the essay:

Of the five predictions for 2018 that I’m going on record with, this is easily the mostly likely to leave me with egg on my face. But what’s the point of making predictions if you aren’t willing to put something on the table? To be clear, I’m not predicting the end of anti-GMO activism, but rather its ability to be taken seriously in mainstream venues.

Outro:

In soliciting feedback on a draft of this piece, one of my more annoying friends asked “So by the end of 2018? – and is there a way to quantify this? Like how do we hold you accountable – or say you nailed it?”

That’s a good question and it tends to have a “I’ll know it when I see it” aspect to it. Let me lay down a few markers that might give a more concrete way of judging this prediction – with the caveat that we may not have the necessary perspective until a few years from now to judge if it was really accurate.
1. Is the anti-GMO movement able to push a NEW angle or topic into the public debate?
2. Are they able to drive reporting by major media organizations the way US Right to Know has been able to with The New York Times over the last few years?
3. Are they able to muster significant grassroots mobilization as they did with March Against Monsanto in 2013 and 2104?
4. Are they able to put significant public policy changes on the ballot in states or in counties with significant agricultural economies?

By the four criteria I laid out, I think the prediction held up very well for the US. In Europe, anti-GMO forces have been successful in getting gene editing regulated the same way as recombinant genetic engineering. In Africa, they are still plugging away and were successful in getting the Tanzanian government to pull the plug on key GE crop trials.

GMOs 2.0 a Turning Point

No, I’m not talking about CRISPR and other gene editing techniques. I suspect those will make other people’s lists of what to watch for in 2018, not mine. CRISPR will continue to march forward throughout 2018, but I don’t see any big change in trajectory from 2017, or 2016 or 2015 for that matter. Gene editing will continue to be important, but I don’t foresee much change in the story.

No, what I’m talking about is a new generation of GE foods that have finally been commercialized. These are crops that cut against common anti-biotech tropes and a biotech salmon that breaks new ground and could change the narrative in a fundamental ways.

The crops referred to in the essay were Arctic Apples and Bt Brinjal, and the salmon was the AquAdvantage Salmon.

The Arctic Apple has had a pretty good year. Packer reported in October:

The biotech company’s genetically modified non-browning Arctic Golden apple slices were available in about 400 midwestern grocery stores a year ago, followed by Arctic ApBitz dried apple snacks this March, exclusively through Amazon.

The AquaAdvantage salmon hit Canadian grocery stores in 2018, while the US FDA approved the first production facility in the US in Indiana.

Reporting for the Cornell Alliance for Science, Mark Lynas reported in August that adoption of Bt Brinjal by Bangladeshi farmers increased significantly in 2018.

[T]his year 27,012 Bangladeshi farmers benefited from the pest-reducing technology.

The latest figures show a substantial increase from the 6,512 farmers who had adopted Bt brinjal during the previous 2016-17 season. Bt brinjal was first released experimentally to just 20 farmers in 2013-14, 108 farmers in 2014-15 and 250 farmers in 2015-16.

Meanwhile, yours truly reported in November on the vast potential of cotton with edible seeds that was just approved for commercialization in the US.

While I don’t think we saw these crops begin to radically shift the terms of the debate – no one thing will – this was a banner year for moving beyond a world where genetic engineering is almost entirely represented by commodity crops with traits directed at farmers rather than consumers.

Plant Meat 2.0 Goes Mainstream

This is the prediction that came true beyond what I foresaw. Mainstream indeed. The Impossible Burger sliders are available at close to 400 White Castle locations. serves The Beyond Burger in nearly 500 U.S. TGI Fridays and 925 A&W’s in Canada. The company surpassed 10,000 points of distribution in 2018. Just Foods started delivering plant based chicken nuggets to schools at the end of the year.

Meanwhile, Carl’s Jr. just  announced a plan to roll out the Beyond Burger at 1,100 locations.

This is my one slam dunk from my predictions for 2018.

 

The Impossible Burger locator map.

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