
A RIMAC executive warned that El Niño could reduce lime output enough to double or triple prices in 2027, with price pressures potentially peaking around March. Onions, chicken, and eggs may also become more expensive, while higher fuel and fertilizer costs—including supply concerns linked to the Strait of Hormuz—could add to food production and transport expenses.
Weather risks threaten crop supply, while higher energy and fertilizer costs increase production and freight expenses. Those pressures could raise food prices and feed costs, with potential indirect support for poultry products and agricultural inputs.
Not enough comparable past events yet for a historical read.
After 30 past bullish weather events, Urea moved a median +1.4% over 5 sessions (67% higher; middle half -0.3% to +1.6%), and +9.1% over 20.
After 13 past weather events, DAP moved a median 0.0% over 5 sessions (46% higher; middle half -0.2% to +0.9%), and +0.7% over 20.
After 40 past bullish weather events, Crude Oil (WTI) moved a median +1.6% over 5 sessions (63% higher; middle half -3.7% to +5.3%), and +6.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.