skeptical / agri-economist
By lens · 1 takes across the edition
Wandile Sihlobo · South Africa · NOAA declares El Niño; cocoa and tropical crops price in a possible 'super' event
Argues the impact lands mainly on the 2026-27 summer crop, not immediately, and notes ample maize stocks and good soil moisture; counters alarmist framing.
“Ample maize supplies and slightly better soil moisture after two good seasons.”