A potential Super El Niño could be far more than a weather event. It could become a global supply-side shock, disrupting food production, energy systems, mining, transport and trade while adding to inflation and political instability. In this episode of The Decisive Podcast, adapted from a Sept. 9 S&P Global Market Intelligence client webinar, experts examine how extreme weather could compound existing pressures across Asia-Pacific, Sub-Saharan Africa, Latin America and the wider global economy.

Listen to learn:
  • Why a Super El Niño could produce a synchronized shock across agriculture, energy and logistics
  • Why food prices—especially rice, wheat, cocoa, vegetable oil and sugar—are a critical channel into inflation, household spending and policy intervention
  • Where drought, flooding and water stress pose the greatest risks to hydropower, mining, manufacturing and export infrastructure
  • Which markets warrant close monitoring
  • Which indicators companies should monitor over the next 90 days to judge whether risks are stabilizing or escalating

More S&P Global Market Intelligence Content:

For S&P Global subscribers (login required):

Credits:

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör S&P Global Market Intelligence. Innehållet i podden är skapat av S&P Global Market Intelligence och inte av, eller tillsammans med, Poddtoppen.