Afleveringen
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The Q4 2023 quarterly results have arrived, and this week, we're highlighting these outcomes, featuring notable advancements from several companies alongside the debut of financial reports from two emerging operations, SalMar Aker Ocean and Salmon Evolution. Join us in examining the financial outcomes of publicly traded farming companies and their strategies for addressing their current challenges. Take a listen as we dissect the numbers, trends, and future prospects of salmon farming, offering insights that are not to be missed.
Download Manolin's Public Farm Report for Q4 2023 here.
For more aquaculture data insights head to our Fish n' Bits blog.
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How does a legacy rooted in traditional seafood pave the way for innovation in aquaculture? This week's episode features Dick Jones, a veteran in the seafood industry with a rich family history in seafood processing and brokerage. Transitioning from the traditional seafood business to the forefront of aquaculture, Jones shares his journey through the collapse of groundfish stocks that led to his family business's bankruptcy, highlighting the critical need for sustainable fishing practices. At Whole Foods, he played a key role in pioneering sustainable seafood retailing, showcasing the impact of leadership and education in promoting sustainability. Now the CEO of aquaculture with Blue Ocean Mariculture, Jones discusses the challenges and opportunities within the industry, from operational hurdles to regulatory frameworks and workforce development. He underscores the importance of community engagement, transparency, and accountability in aquaculture to ensure public support and sustainable growth, offering listeners insightful perspectives on the evolution of seafood production towards a more sustainable future.
Learn more about Blue Ocean Mariculture on their website and check out their career page for new opportunities.
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Zijn er afleveringen die ontbreken?
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Are you curious about how the latest advancements in AI and generative models can revolutionize the aquaculture industry? This week we’re looking into the intersection of AI, generative models, and data analytics within the seafood sector, focusing on the development of new biological growth models. With OpenAI's recent launch of Sora, a groundbreaking text-to-video model, the potential for AI to impact various sectors, including aquaculture, has never been more apparent. This episode we’ll guide you through the evolution of growth models, from the simple Average Daily Gain to the sophisticated Ewos Growth Index, and discuss the technical marvels of the Sora model. By exploring these topics, the episode aims to shed light on how modern AI models could be leveraged to enhance aquaculture growth models, leading to more informed decision-making and data intelligence in the industry.
Join us for an insightful discussion on the future of aquaculture in the age of AI. Let’s dive in!
For more aquaculture data insights head to our Fish n' Bits blog.
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Why does the United States, a nation with a seemingly insatiable appetite for meat, emerge as the focal point for global seafood markets? Despite Americans' modest seafood consumption, the U.S. stands as the world's largest seafood import market, a fact that underpins the strategic investments of international seafood producers, notably the Norwegian Seafood Council's significant allocation towards capturing the U.S. market. This week we’ll explore the surprising reasons behind this focus, including the U.S.'s complex relationship with aquaculture and its implications for global seafood trade. From regulatory hurdles to the potential for long-term market penetration, this episode offers insights into why the U.S. remains a lucrative, albeit challenging, frontier for the seafood industry. Join us as we navigate the depths of these issues and more, shedding light on the opportunities and obstacles facing seafood in America. Let’s dive in!
For more aquaculture data insights head to our Fish n' Bits blog.
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What does a record-breaking acquisition in aquaculture signify for the future of the industry? This week, Tony Chen examines critical shifts within the salmon sector, beginning with an alarming report from Norway's Veterinary Institute on fish mortality rates. The episode further explores MSD's strategic $1.3 billion acquisition of Elanco's aquaculture division, highlighting its potential to redefine fish health product development. Additionally, an overview of the industry's vibrant transaction landscape in 2024 suggests a year of significant transformation. Through a concise analysis of these developments, the episode offers insights into the evolving challenges and opportunities in aquaculture, focusing on the implications for industry practices and the global market. Let's dive in!
For more aquaculture data insights head to our Fish n' Bits blog.
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How does a single fish species influence the future of aquaculture markets? In this episode, Tony dives into the turbulent history of the Peruvian anchovy fishery, a linchpin in the fishmeal and fish oil industries now facing its most challenging season. Amid environmental adversities and regulatory hurdles, we explore the harvest's dramatic shortfall, the heated debates over quotas, and the fishermen's unprecedented protests. Blending current data with historical context and expert analysis, Tony sheds light on the anchovy's pivotal role in the aquaculture supply chain and the economic shockwaves of its recent downturn. This episode navigates the intricate interplay between sustainable fishing practices, market demands, and the quest for balance in our oceans' ecosystems. Let’s dive in!
For more aquaculture data insights head to our Fish n' Bits blog.
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This week, the talk across all media platforms centered on Benchmark Holdings' announced potential interest in selling their company. We thought this would present a great opportunity to dive deeper into the topic of genetics in aquaculture and perhaps learn a thing or two ourselves along the way.
On this week's episode, Tony aims to unravel the complex narrative behind this potential sale, using it as a foundation to examine further into the broader subject of genetics in aquaculture. Tony analyzes and hypothesizes some potential strategic reasons for Benchmark's decision to enter the market at this time. We’ll take a detailed examination of the historical evolution of selective breeding and a dive into what the future trajectory of genetics in the industry might look like. Whether you’re an aquaculture professional or merely curious about the industry, we think this episode is a great listen for a comprehensive perspective on the pivotal role genetics plays in the industry. Let’s dive in!
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We’re focusing on the challenging issue of winter wounds in farmed Salmon. In this episode, Tony explores the history, scientific breakthroughs, and the significant financial impact of the disease, estimated at 750 million dollars annually. Tony discusses various strategies employed by farmers, including vaccines, specialized feeds, and genetics, while analyzing their effectiveness and challenges. The episode uniquely blends biological understanding with business implications, highlighting the importance of preventative measures and the industry's response to these challenges, making it a vital listen for those interested in the intersection of marine biology, aquaculture, and business strategy. Let’s dive in!
If you want more aquaculture insights, head to our Fish n' Bits blog.
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We have the pleasure of introducing our first guest on our podcast, social media influencer & aquaculture educator, James Sibley. As one of the most influential digital seafood educator, James sits directly in front of the next generation of seafood consumers, already accumulating over 400,000 followers and millions of views. In this episode, Tony sits down to discuss the importance of authenticity in social media and how his platform is making a difference in marketing seafood. Let's dive in!
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Welcome to our first episode of 2024! We're kicking things off jumping straight into the future of seafood, guided by a recent DNV report. This report forecasts a dramatic increase in global seafood demand by 2050, highlighting the need to triple marine aquaculture production. Host Tony Chen engages in a detailed discussion on how economic, demographic, and geographic factors influence seafood consumption, addresses the geopolitical challenges in expanding aquaculture, and examines the critical role of technology in meeting these growing demands. We also take a closer look at current trends in key seafood markets such as Norway and Chile, and how they are expected to align with these future projections. This episode promises a thorough exploration of the seafood industry's future, merging expert analysis with the latest global market trends.
If you want to learn more aquaculture insights, head to our Fish n’ Bits blog.
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What do ChatGPT and aquaculture have in common? We’re taking a quick look at the burgeoning role of artificial intelligence (AI) in aquaculture, highlighting the recent surge in AI investment and its potential transformative impact on the industry. In this episode, Tony provides an insightful overview of AI's evolution, particularly focusing on generative AI, and explores current and future applications in the seafood sector, including camera-based monitoring systems and the possibility of AI-driven innovations in fish farming and disease management. This episode is a compelling listen for anyone interested in the intersection of AI technology, big data, and seafood, offering a glimpse into how AI is shaping the future of the industry. Let's dive in!
This is our last episode before our Holiday break so we'll see you all in early 2024!
In the meantime, if you want to learn more aquaculture insights, head to our Fish n' Bits blog.
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Is Aquaculture the most sustainable protein source in the world and who exactly gets to decide if it is?
This week we look at the findings of the latest Coller Fairr Index, a report analyzing the sustainability and efficiency of protein production in the aquaculture industry. We take a comprehensive look at the history and methodology of the Fairr Index, highlighting its role in assessing the environmental, social, and governance (ESG) impacts of major agricultural companies. Learn why aquaculture, particularly Norwegian salmon farming, consistently ranks high on the index, and hear about both the challenges and future prospects for the industry, including the reliance on certifications and the potential for alternative feed ingredients.
This episode provides a nuanced view of aquaculture's role in sustainable protein production and its evolving relationship with ESG concerns. Let’s dive in.
For more aquaculture data insights, head to our Fish n’ Bits blog.
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What strategies does the aquaculture industry employ to uphold environmental integrity and earn public trust? This episode takes you into the core of Norway's salmon farming practices, where the innovative Traffic Light System is key to managing environmental challenges like sea lice while securing the industry's social license. We dissect how Norway strikes a balance between sustainable growth and environmental care, scrutinizing the far-reaching impact of its aquaculture policies and the vital interaction between government regulations and industry actions. More than a discussion on business strategies, this episode offers an in-depth look at the nuanced relationship between industries, communities, and the environment. If the complex world of aquaculture regulation and sustainability intrigues you, this episode is a must-listen. Let's dive in.
Learn more aquaculture insights on our Fish n' Bits blog.
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In this episode, Tony Chen takes a macroscopic look at the aquaculture industry, analyzing two critical reports that highlight contrasting global trends. The episode contrasts Rabobank's optimistic 2024 forecast for significant growth in key aquaculture species with the EU Court of Auditors' report, which reveals stagnation in European aquaculture despite substantial investment. Tony explores the underlying reasons for these divergent trends, discussing the broader implications for global aquaculture growth, with a focus on the challenges of market prices, feed costs, and disease prevention. This episode offers listeners an in-depth understanding of the complexities and challenges facing the aquaculture industry today. Let’s dive in!
For more aquaculture insights, head to our Fish n’ Bits blog.
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Join us for our first Quarterly Public Farm Report Review, as Tony explores the turbulent third-quarter financials of publicly traded salmon companies, unraveling the complex web of economic trends, biological challenges, and environmental factors affecting the industry. This episode promises an engaging journey through the nuances of salmon farming, from the life cycle of these fish to the critical EBIT/kg metric that gauges company profitability. Tony expertly navigates through the financial turmoil faced by key players in the industry, offering insights into their strategies to weather these tough times. Whether you're a business enthusiast, data geek, or just curious about the seafood industry, this episode turns the often daunting task of deciphering financial reports into an intriguing and informative experience.
Download our full Public Farm Report for Q3 2023 and head to our Fish n' Bits blog for even more aquaculture insights!
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Delve into the tumultuous world of Iceland's burgeoning salmon farming industry, now at the center of a heated debate due to escalating concerns about sea lice. Discover how this rapidly expanding sector is grappling with complex environmental and biological challenges, including the pressing issues of sea lice infestations and fish escapes. Gain valuable insights into the meteoric rise of Iceland's salmon farming, the significant role of international corporations, and the influential impact of activists in these pivotal times.
Head to our Fish n' Bits blog for more aquaculture insights!
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We're unraveling the mystery of why fish feed prices have skyrocketed to record highs. Join our host, Tony Chen, as we explore the intricate web of factors driving these price hikes. From the composition of fish feed ingredients sourced worldwide to the tumultuous global events, including the closure of the Peruvian Anchovy fishery and the impact of COVID-19, we'll dissect it all. But it's not all doom and gloom; we'll also explore the silver linings, like innovative solutions such as alternative feed ingredients and the advancement of animal nutrition science. So, if you're curious about what's causing this surge in fish feed prices and what the future holds for the aquaculture industry, you won't want to miss this episode.
Subscribe, share with a friend, and let's dive in!
See graphs & more on our blog --> Read Now
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In the latest episode of Fish n' Bits, host Tony Chen delves into the world of bacteriophages and their potential to revolutionize the aquaculture industry. Amidst growing antibiotic resistance concerns, this episode offers a deep dive into the history, science, and future of phages, particularly in the context of salmon farming. Listeners will learn about the promise of phage therapy as a sustainable solution to combat bacterial infections such as winter wounds in fish, with a spotlight on ACD Pharma's innovative research in the field. Learn about the significant role phages could play in reducing global antibiotic use and improving animal welfare.
This one's a must-listen for anyone interested in the intersection of biotechnology and aquaculture - let's dive in!
See graphs & more on our blog post --> Read Now
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Join Tony Chen this week as he explores the profound repercussions of disease outbreaks in aquaculture, particularly focusing on market disruptions following events like the EMS outbreak in shrimp farming. These pandemics have exacted a heavy toll on the industry, costing billions of dollars and reshaping the global market hierarchy, all while necessitating rapid innovation and adaptation. Hit that play button now and don't miss out on these invaluable insights!
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In this episode, Tony Chen delves into the billion-dollar impact of sea lice on the salmon farming industry. Discover how sea lice treatments cost farmers over $1 billion globally annually, affecting the multi-billion-dollar salmon farming sector.
Explore the history, regulations, and industry responses to this pervasive issue. From the rise of supporting companies like SolvTrans to the challenges faced by salmon farming giants, this episode uncovers the economic and environmental complexities surrounding sea lice in salmon farming. Stay tuned for insights into the future of sea lice management and potential regulatory changes.
Don't miss out – hit that play button now!
See detailed graphics called out in this episode on our Fish n' Bits blog:
https://blog.manolinaqua.com/en/the-cost-of-sea-lice