La Niña's Stormy Forecast: Commodity Markets Get Ready
Jim Roemer, a meteorologist and Commodity Trading Advisor, has shared his insights on potential investing opportunities during Hurricane Season 2026. In a video discussion with Scott Mathews, Roemer highlights several key factors that could impact commodity markets.
The first factor is the difference between La Niña and El Niño in Atlantic and Gulf hurricane season. According to Roemer, La Niña tends to favor a more active hurricane season, while El Niño has a calming effect. He notes that African dust is reducing waves coming off the west coast of Africa, which is related to the historic western Europe drought.
This drought has led to soaring prices in Euronext Corn (maize) futures. Roemer suggests using teleconnections - a method of 2nd guessing standard models for global commodity markets - to predict hurricane development. He also references the 2006 analog, which saw an active hurricane season, and its implications for commodity markets such as soybeans, sugar, and cocoa.
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.