Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Extreme Weather Is Reshaping Commodity Supply Chains
In this episode of The Commodities Economy, Lucas and Luna examine how extreme weather events in 2026 are disrupting commodity supply chains. With Europe facing a heatwave and the lingering effects of a Super El Niño, agricultural markets like corn, wheat, and coffee are seeing significant price moves. Lucas explains the mechanics of weather-driven supply shocks using corn futures surging 5.3% over five days as a case study, while Luna highlights the structural risks to coffee and cocoa crops in Brazil and West Africa. They also connect the dots to broader inflation trends, noting that food…
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