Potential Commodity Winners & Losers from the Godzilla El Niño
(NGN26)(UNG)(KOLD)(BOIL)(ZSN26)(ZWN26)(ZCN26)
(SOYB) (WEAT)(CORN)(TAGS)(DBA)(CANE)
“Potential Commodity Winners & Losers from the Godzilla El Niño”
by Jim Roemer
Meteorologist
Commodity Trading Advisor
Principal, Best Weather Inc.
Co-Founder, Climate Predict, LLC and Climatelligence
Publisher, Weather Wealth Newsletter
Scott Mathews, Editor-in-Chief and co-producer, Climatelligence
May 31, 2026
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In today's video, I cover the following:
1) How grains, soft commodities, and natural gas “usually” react to weak vs strong and super El NIño events;
2) Why the Midwest's early-season grain weather has been generally ideal;
3) A weak vs strong El Niño: The differences will mean a potential summer bull or bear market in grains;
4) What El NIño actually is: It's not just warm ocean temperatures in the Equatorial Pacific; and…
5) A look back at El Niño events since 1950
Remember, when trading commodities, always apply risk management, such as stop-loss orders and position sizing, and consider using spreads to isolate the seasonal component of a particular market move.
Mr. 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. As one of the first meteorologists to become an NFA-registered Commodity Trading Advisor, he has worked with major hedge funds, Midwest farmers, and individual traders for over 35 years. With a special emphasis on interpreting market psychology, coupled with his short-term and long-term trend forecasting in grains, softs, and energy markets, he holds a unique standing among advisors in the commodity risk management industry.
