Newly arrived El Niño threatens to push costs higher across food, building materials, and other sectors, compounding supply disruptions already underway. (Paywall)

Climate change is converting one-off weather shocks into recurring events that devastate harvests and drive grocery prices higher, compounding inflation from geopolitical disruptions. (Paywall)

El Niño conditions expected to disrupt coffee, cocoa, palm oil, rice, sugar, and produce, pushing commodity prices higher and increasing food manufacturer input costs.

Schroders analysis warns a strong El Niño compounding fertilizer shortages and drought could historically imply a doubling of global food prices — with wheat and sugar seen as most exposed.

Climate-driven migration is already depressing property values and tax bases in high-risk communities while inflating housing costs in perceived climate-safe destinations, per economists and urban planners.

Audio feature connecting extreme weather events — specifically the 2022 European heatwave — to lasting food price increases, with analysis on how climate disruptions ripple through supply chains.

CDP analysis of 11,261 companies finds $3 billion in actual 2025 extreme-weather losses, with $898 billion in anticipated future financial impacts — led by flooding at $528 billion.

Summary of CDP's Disconnected Defenses report showing only 35% of large firms identify extreme weather as a material financial risk despite $3B in disclosed 2025 losses and $898B in projected future costs.

Climate disruptions at ports put $81 billion in global trade at risk annually; a 100-hour shipping delay can increase U.S. consumer inflation by 0.5%, with record April temperatures compounding the risk.

Official USDA May 2026 wheat outlook: U.S. Hard Red Winter crop headed to a 65-year low due to sustained drought; global ending stocks declining, supporting higher farm prices.

Gallagher Re and Aon report Q1 2026 global insured losses of approximately $20B—below the 10-year average—driven by late-starting U.S. convective storm activity, though analysts warn the industry is heading into more costly summer and hurricane months.

UK food price inflation rose to 3.7% in April 2026 (up from 3.3% in March), with the cost of a basic weekly food basket up 29-36% since April 2022; energy shocks and climate-driven supply disruptions are flagged as key ongoing drivers.

Brookings companion paper reviews how France, Japan, Spain, and others use public reinsurance to keep climate-risk insurance affordable, presenting models for proposed U.S. federal intervention in a market where premiums have risen 28% since 2017.es.

One of the worst droughts in living memory in South Africa's Western Cape is killing livestock and forcing farmers to spend heavily on feed, prompting a national emergency declaration as climate-worsened droughts intensify financial losses.

World Bank analysis identifies extreme weather events and La Niña conditions as primary upside risks to agricultural commodity prices in 2026, with climate shocks capable of pushing maize, wheat, and soybean prices above baseline forecasts.

Newsletter edition covering how U.S. climate policy withdrawals are creating economic uncertainty for businesses dependent on climate finance and policy-linked supply chains, including biodiversity risk emerging as a material financial concern.

On the one-year anniversary of Cyclone Alfred's landfall, Insurance Council of Australia reports A$1.5B in insured losses and A$2.7B in total economic costs, part of A$28B in cumulative weather event losses since 2022.

PERILS AG releases final catastrophe loss estimate for Cyclone Alfred at near A$2B insured — Australia's largest cyclone loss since Cyclone Debbie in 2017 — flagging rainfall-driven flooding rather than wind as the primary cost driver.