Curb Your Sustainability
All too often the conversation on sustainability is reduced to ‘this or that’ or an extensive list of contradictory don'ts that fail to address the big issues. Here, I discuss new developments and innovations that can help cut through the noise.
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- Aug 25, 2026
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El Niño Loads the Die. The Buffers Decide the Price (opens the original)
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ScopeThis article focuses on agricultural commodities, tracing the transmissions between the Pacific El Niño signal, crop outcomes and market prices. It does not examine broader asset-level, natural-catastrophe or cross-asset impacts. Sources and technical disclosures are provided in the appendix.Executive summaryEl Niño is strengthening rapidly, with NOAA now putting the probability of the strongest event since 1950 at close to seven in ten. But a strong Pacific signal is not automatically a cr
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