La Niña likely strengthens 2025 → fades mid-2026
Drives hotter U.S. summers, wetter SEA/Australia, drought risk in South America
Impacts: energy demand ↑, grains volatility ↑, insurance losses ↓ vs El Niño
For 2026, La Niña gives you a predictable pattern you can build forecasts around. Use her as a Macro Weather Catalyst.
This becomes a macro-driver similar to:
OPEC policy
Fed rate expectations
El Niño events
Geopolitical supply shocks