Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet
Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...
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Why El Niño Is a Terrible Agriculture Trade
El Niño continues to receive a lot of attention and rightfully so. However, people often confuse the climate event itself with its investment...
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What People Can Learn from 2024 El Nino Hedging Disaster
New York cocoa went from around $3,400 a tonne in late 2023 to an all-time high near $12,931 in December 2024 — and then handed back close to 70%...
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$1,5 bn Agri-ETF-Trade: Big Whale is Positioning for Strong El Nino
With around $1.5bn of inflows till end of May, the WisdomTree Agriculture ETF (the largest pure-play agricultural commodity ETP in Europe) is...
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First Screwworm Case Detected in the US - What It Means For Cattle Prices
It has been two weeks since my last newsletter but this week I’m back with an interesting story. Last week the USDA confirmed the first US...
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