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  "docSlug": "4ee8cca82f1a",
  "documentTitle": "Oatly Group AB (OTLY)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
  "documentKindSlug": "activist-deck",
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  "presentationDate": "2021-07-14 00:00:00",
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  "pageNumber": 18,
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  "notes": "The slide uses red boxes and underlines to emphasize contradictions between Oatly's public sustainability narrative and its actual operational data/local site applications.",
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      "kind": "callout",
      "text": "Oatly has known that water consumption is a big variable into its oat milk production process ever since it commissioned its environmental sustainability study in 2013... Now more than two years into production, Oatly is applying to build a wastewater treatment facility in NJ.",
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      "kind": "callout",
      "text": "Oatly’s own 2019 Sustainability Report shows the Millville, NJ facility consumed 55% more water per liter of oat base produced than its Swedish and Netherlands facilities.",
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      "text": "Water Consumption (L/Liter produced) from 2015 to 2019 and by facility (Landskrona, Vlissingen, Millville at 6.2)",
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        "source": "2019 Oatly Sustainability Report"
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      "text": "Major Site Plan Application snippet seeking development of a waste water treatment facility designed to treat commercial/industrial waste from the Oatly facility",
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        "source": "Feb 2021, Millville, NJ"
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      "text": "water consumption: 55%",
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      "kind": "table",
      "text": "Environmental Impact table showing Water consumption of Fresh oat drink (0.008) vs Aseptic oat drink (0.0005) and Milk (0.0009)",
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        "source": "Internal Report for Oatly AB, Swedish Institute of Food and Biotechnology, 2013"
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      "kind": "title",
      "text": "Lip Service To Sustainability:\nCherry Picking Water Consumption Impact",
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