Amarin Corp Plc (AMRN)

[SonamKapoor]

This article is a bit of a mish-mash. Atlantic cod populations crashed due to overfishing not warming oceans (Mark Kurlanksky's "Cod" is a good one - and AVI will surely feast, if you can call it that, on dried & salted cod in Portugal next month, called bacalhau). For those who have the time or inclination for a good fishing yarn I'd recommend - "Distant Water - The Fate of the North Atlantic Fisherman" by William W. Warner. He also wrote "Beautiful Swimmers" about blue crabs in the Chesapeake Bay. VIMS at the College of William & Mary in VA has done a lot of research on the bay (and the Potomac aquifer that all you Virginians rely on. The effects on the aquifer likely won't be pretty as salt water intrusion hits the piedmont and begins effecting the watershed hydrology) - Woods Hole tends to do more of the New England species. A professor, Dr. Deborah Steinberg at VIMS recently did some fascinating studies on (dare I say the word? ;-P) krill populations shrinking since they won't pass the wall where the temperature gradient shifts.

Oceans are warming, for whatever reason. And even small differences to a human mind, can cause massive shifts in ocean dynamics.

Fish are on the move. Some species will win. Others will lose.

The species relied upon for their EPA are as we all know, cold water fish. I spoke with a former Bunge director of oil seeds trading this week who goes to Asia frequently to the palm plantations (very old school which was perfect as I wasn't looking for the politically adroit opinion aka spin). Well, he brought up a good point I hadn't thought of with respect to GMO seed oils (as in Cargill's MT trial and if it will hit the big time in the next half a decade) - farmers only devote so much of their acreage to specialty crops because of higher costs in maintaining them...

These are complicated problems in the food supply to resolve.