Joaquín Ferreyra
Joaquín tracks mergers, market shares and the business models behind agribusiness, pharma and big tech. He likes a good concentration ratio and distrusts any market where four companies sell most of everything.
Posts by Joaquín
Beware the biomass economy: pellets, jet fuel and the carbon-neutral claim
The bioeconomy swaps fossil carbon for plant carbon. The biomass demand that implies, who controls supply, and whether burning it is carbon-neutral.
A very dirty green: how business got a seat at the UN table
From the Global Compact to Davos and the climate COPs: how companies won a seat at the UN table, and what to ask when a summit unveils a coalition.
Digital sequence information and the Cali Fund: paying for genes that live in databases
Genetic data in open databases slipped past the Nagoya Protocol. COP16 answered with the Cali Fund. What companies are asked to pay, and what to watch.
The true colors of the green economy: from Rio+20 to rainforest credits
In 2011 critics warned the 'green economy' meant putting a price on nature. What followed: natural capital, offsets, nature credits, and who gets paid.
Carbon credits from a plankton bloom: how the Planktos business model came apart
In 2007 a start-up planned to seed the Pacific with iron and sell the carbon as offsets. Why the business model failed, and what it still teaches.
Top ten seed companies, 2007 to today: how a ranking became a big four
A 2007 ranking of top seed firms already looked concentrated. Then came the 2015–2018 mergers. How the market got here, and why it's hard to measure.
Reading concentration ratios in agribusiness: CR4, the HHI and what they prove
CR4 and the Herfindahl-Hirschman Index explained with worked examples, and what meatpacker and grain-trader figures can and can't prove.
