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Lots has been written about how climate change is likely to increase the prevalence of droughts and have a negative impact on food production. It seems obvious to me that this is going to create winners and losers in the investment world. Where are the winning investing bets for the Foolish?

I've taken positions in Adecoagra, SA (AGRO), a company that owns farms in Argentina, Uruguay and Brazil and counts George Soros as a major holder; ConAgra (CAG), Bunge (BG) and Archer Daniels Midland (ADM).

Anyone else out there thinking about climate warming, the food sector, and related investing strategies?
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