Helios AI is an AI platform purpose-built for agri-food that predicts climate, price, and supply disruption for 75+ commodities across 90+ countries. Its integrated platform combines 40K+ USDA reports, 500B+ climate and pricing signals, and 10K+ commodity-specific news sources to deliver actionable foresight for procurement, sourcing, and sustainability leaders worldwide.

→ Learn more at www.helios.sc

Helios AI

The late-spring NOAA update is in. ENSO probabilities are shifting — and for corn, wheat, coffee, sugar, and palm oil, the second half of the year just got harder to call.

Most forecasters treat El Niño as a yes/no event. Helios AI treats it as a scenario tree. In this flagship 50-minute briefing, we map each probability path to the commodities most likely to feel it — and put a number on the exposure.

**What we'll cover:**

*   Where the latest NOAA update lands on the El Niño / La Niña / neutral spectrum — and what that distribution actually means
*   Which commodities face the highest climate-driven supply risk in H2 across each scenario
*   How Helios AI's proprietary climate and price models are reading the setup right now for corn, wheat, coffee, sugar, and palm oil
*   What procurement and trading teams should be doing before the signal resolves

This session extends Helios AI CEO Francisco Martin-Rayo's three-clock framework — the macro clock, the policy clock, and the climate clock — into the one variable that hasn't been resolved yet. Timed to land just as the NOAA update drops, this is the briefing that turns a probability distribution into a decision.

Followed by a written recap note distributed to all registrants.

**Moderator:** João Pedro Rodrigues Morciani

**Featured guest speaker:** Dr. Sathia Varqa from Fastmarkets Agriculture
