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.

• 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:

• Picture This: Super El Niño Spurs Stagflationary Impulse in the Global Economy
• Geopolitical Risk Brief: September 2026
• Global Economic Outlook: September 2026

For S&P Global subscribers (login required):

• Impact of super El Niño
• Super El Niño 2026-27: Impact on Sub-Saharan Africa
• El Niño 2026–27: Agriculture, macroeconomic and policy implications for APAC

Credits:

• Host: Susan Minio
• Guests: Justin Valentino, Ahmad Mobeen, Martin Roberts
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Feranmi Adeoshun