If your supply chain and pricing strategies treat cocoa, coffee, and seafood as equally exposed to El Niño, you could be planning for the wrong risks.
Join Expana’s market experts for a deep, fundamentals-led look into where El Niño risks are concentrated for seafood, cocoa, and coffee — and how it impacts supply, production and price heading into 2027. → Watch on demand
We’ll cover:
- Cocoa: Production and price outlook, and coming crop outlook.
- Coffee: Forward view on balances and price — and conditions across Brazil arabica, Vietnam robusta, and Indonesia.
- Seafood: How warmer Pacific waters are disrupting fish stocks and aquaculture, with knock-on effects for shrimp, tuna, and fishmeal.
- Heat risks in 2027: Why next year could bring the greater temperature risks — and how it impacts yield and crop availability.
- Fundamentals outlook: Stocks, balances — and where price risks are building.