El Niño is usually discussed as a local weather issue, but the sheer scale of the upcoming 2026 event looks more like a systemic economic shock. Between major crop threats in India and Australia due to expected dry monsoons, and potential shipping disruptions from volatile weather, we could be looking at a serious impact on global food and energy pricing. For those tracking commodities, logistics, or agricultural tech: which specific sectors or trade corridors do you think are most vulnerable to this specific cycle? Are global markets adequately hedged for a "Godzilla-scale" climate event, or are we structurally underestimating the fallout?