Chain Reaction Podcast El Nino And Sanctions Are Stress Testing Global Trade
El Nino and sanctions sound like separate headlines until you follow the money and the materials. We connect the dots between climate driven yield shocks, fertilizer and energy costs, shipping volatility, and the real world procurement calendar where Q4 buying decisions feed Q1 production plans. When the strongest El Nino in decades lines up with planning season, the risk is not just a late shipment. It’s higher input costs, lower output reliability, and fast moving commodity price pressure t…