biggest ever super el nio may be coming next month and it could be worse than the 1877 disaster that killed millions in india and china

The article warns of a potential Super El Niño in 2026, which could disrupt agricultural output in India and China, leading to food inflation. The primary commercial mechanism is a supply shock to agricultural commodities (grains, sugar, cotton, etc.) due to monsoon failure in India and potential drought in other regions. This would squeeze margins for food processors and livestock producers, while benefiting commodity traders holding long positions. The impact is region-specific (India, China, Southeast Asia) but could ripple globally through higher food prices and reduced exportable surpluses. The channel is supply_shortage (arz darlığı) for agricultural inputs. No direct impact on oil/gas is described, but energy demand may shift if hydroelectric generation falls.