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.
With El Niño conditions possibly strengthening into winter, dryness and heat could reshape agricultural crop balances into the 2026/27 cycle, while warmer Pacific waters could reshape seafood stocks and aquaculture.
Join Expana’s market experts on July 23 at 4 PM BST 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. → Save your seat
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.
Can’t attend? Register and we’ll send you the recording after the briefing.
Written by Farah Rahman
