India’s 46°C Heatwave Signals the Next Inflation Vector
While markets obsess over Hormuz tanker queues and WTI’s three-percent daily moves, the real commodity story is unfolding 2,000 miles east. Northwestern and central India are recording temperatures above 46°C—in April, a full month before the usual monsoon onset—and wheat yields are collapsing in real time. This isn’t a weather curiosity; it’s a supply shock … Read more