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Causation

Climate Events as Inflationary Supply Shocks

Climate change, alongside shifts in the global economy, can act as a source of inflationary supply shocks. A notable example is the El Niño phenomenon, a periodic warming of the equatorial central and eastern Pacific. After the US Climate Prediction Center confirmed El Niño conditions in 2023, the European Central Bank (ECB) analyzed the potential effects of an associated one-degree temperature increase. This analysis was informed by historical data showing that past El Niño events have led to global food price increases exceeding 6% within a year.

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Updated 2025-10-05

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