Commodity Shocks Ahead? Is This a Warning of Continuous Climate-Based Market Havoc?

(CANE) (CORN) (SOYB) (WEAT) (SBV26) (ZCZ26) (ZSX26) (ZWZ26) 

“Commodity Shocks Ahead? Is This a Warning of Continuous Climate-Based Market Havoc?”

by Jim Roemer - Meteorologist - Commodity Trading Advisor - Principal, Best Weather Inc. & Climate Predict - Publisher, Weather Wealth Newsletter and Co-Producer of Climatelligence

Scott Mathews - Editor and Co-Producer of Climatelligence

• September 2, 2026

To View VIDEO   > > > > >   PLEASE   CLICK   HERE

Climate change, melting Himalayan glaciers, and a powerful El Niño are creating a dangerous backdrop for extreme weather—and commodity traders should pay attention.

The catastrophic August 2026 Nepal–Tibet flooding and mountain collapse is another reminder of how vulnerable the Himalayas are becoming as the planet warms. My video, above, is a clear depiction of what caused the historic flooding in Nepal, killing hundreds of people (with thousands still missing).  

This chart reveals the warming, resulting in global icing of glaciers.

Chart Source: NOAA

One fascinating twist:

Early speculation focused on an earthquake as the trigger. Scientists examining the seismic signal indicate that the enormous collapse of rock and glacial ice itself may have generated the earthquake-like shaking… (not necessarily the other way around!!!)

Climate Change + El Niño = Greater Weather Volatility?

Rapid Himalayan warming is causing glaciers to retreat, while thawing permafrost can destabilize steep mountain slopes. Scientists cannot blame one disaster solely on climate change—or El Niño—but the background environment is clearly changing.

In addition, the commodity implications extend far beyond Nepal.

COMMODITY TRADERS MUST PAY ATTENTION

The Himalayan region feeds enormous river systems that support agriculture and populations across South Asia. Increasingly erratic monsoons, glacier loss, floods, and droughts could eventually threaten India’s rice, wheat, sugar, and cotton crops, while damaging hydropower, transportation, and regional supply chains.

Nepal itself won’t move global commodity prices… But the bigger climate signal might do so...

From Himalayan floods to droughts, heat waves, and changing monsoons, the developing El Niño and a warming planet could create some extraordinary commodity opportunities—and risks—during 2026–27. We are already seeing a huge bull market in sugar prices, grains, and cocoa.

Find out about Climatelligence, our new, lower-priced newsletter for weather enthusiasts, farmers and commodity traders. Our premium newsletter WeatherWealth has been updated at least three times a week with frequent trading ideas. See here. https://climatelligence.substack.com

 

We greatly appreciate your interest in Commodity Weather Intelligence!

Jim Roemer, Scott Mathews, and the BestWeather Team

Mr. Roemer owns Best Weather Inc., offering weather-related blogs for commodity traders and farmers. He is also a co-founder of Climate Predict, a detailed long-range global weather forecast tool. As one of the first meteorologists to become an NFA-registered Commodity Trading Advisor, he has worked with major hedge funds, Midwest farmers, and individual traders for over 35 years. With a special emphasis on interpreting market psychology, coupled with his short-term and long-term trend forecasting in grains, softs, and energy markets, he holds a unique standing among advisors in the commodity risk management industry.