Series
The El Nino Collaterals
5 articles in this series
- 1.
The El Niño Collaterals — Overview | Pukka Perspectives
The global supply chain did not arrive in August 2026 broken by El Niño. It arrived already depleted — eight years of successive disruption with insufficient recovery. El Niño found it that way.
GeopoliticsAPAC AdvisoryBusiness ExcellenceInvestingAugust 11, 2026 - 2.
Already Tired: How the Global Supply Chain Got Here | The El Niño Collaterals
How did the tiring global supply chain get here with El Niño?
GeopoliticsBusiness ExcellenceInvestingAPAC AdvisoryPersonal MuseAugust 12, 2026 - 3.
When Every Route Is Compromised | The El Niño Collaterals — Part 1
For the first time on record, all three of the world's critical maritime chokepoints are under simultaneous stress from different causes. The fallback has a fallback problem.
GeopoliticsInvestingBusiness ExcellenceAPAC AdvisoryPersonal MuseAugust 16, 2026 - 4.
The Clock Is Running | The El Niño Collaterals — Part 2
The El Niño disruption is not arriving as a single shock. It is arriving in four distinct waves — physical, then price, then financial, then recovery — each one 3–6 months behind the last. The organisations that prepare for the first wave only will be surprised by the second
GeopoliticsInvestingPersonal MuseBusiness ExcellenceAPAC AdvisoryAugust 18, 2026 - 5.
Banks, Chips and Cloud | The El Niño Collaterals — Part 3
Every risk silo receives its own brief. The logistics team gets the routing analysis. Treasury gets the commodity hedge memo. IT gets the infrastructure checklist. Nobody assembles the three. This series has tried to be the assembly. This is the final piece.
GeopoliticsInvestingBusiness ExcellenceAPAC AdvisoryPersonal MuseAugust 20, 2026