California Cultivation Supply, Trends & Forecast (Article 1 of 2)

by | May 26, 2021 | Data & Analysis, Macro | 0 comments

As cultivation continues to expand across California, the question is asked: When will there be too much capacity?

Despite the endless amount of nuances within this answer, below is our attempt to forecast the supply and demand dynamics of California. Included in this forecast is a downloadable model to allow investors to evaluate our assumptions and input their own, maps of incremental cultivation across key counties, insights into new cultivation legislation from county representatives, a breakdown of all current California cultivation licenses, and a forecast for oncoming supply.