
Today we discuss El Niño - the dramatic, periodic, shift in climate patterns, that depending on intensity and duration can have profound impacts on our world, economies, and the commodities sector. And as of right now, we are back in an El Niño and it is expected to be one of the strongest on records. What are the known impacts? And how might the state of the world today, with the closure of the Strait of Hormuz, exacerbate those impacts? And what could happen if we hit Super El Niño territory? Our guest is Michael Ferrari, head of research at Moby, an AI native investment platform targeted to retail investors. Michael has previously been on the show and has a stellar career at the center of data, analytics, insight, and building platforms to support that in various roles in such companies as Coca-Cola, Syngenta, Engine No. Point72, and latterly at AlphaGeo. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Powering AI: another shale story? with Hill Vaden

Crisis, M&A and Trading: communicating commodities with Will Medvei

A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne

American Renewables: A Markets Story with Julie McLaughlin
Free AI-powered recaps of The HC Commodities Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.