Skip to main content

Wayne Jambawo

Aug 19, 2026

4:05
And
4:06
on top of that, aside from this extra heat that we're talking about, we also have the weather system El Nino, which is basically affecting crop yields on top of this current drought that we're having as well, which means things like cocoa and sugar are going to be more expensive.
4:21
Again, these are key ingredients you need to make ice cream.
4:24
On top of that, ice cream is obviously cold, so you need to keep it cold, right? Which takes energy.
4:29
And like we said, the energy that's being produced in Europe, not all of it is nuclear, but some of it is also hydro as well.
4:36
You can't generate as much electricity, right? Because you have less going through the hydropower stations and then also less cooling for the nuclear power plants.
4:42
Which basically means that the cost of energy is going to go out.
8:12
terms of any particular issue names you're looking at, what's the divide between the bigger players and the smaller players do you think that are going to be affected by this?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.