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Climate Impact Company Early AG Market ALERT

Issued: Monday September 15, 2025

 

Highlight: La Nina to El Nino transition during the next year is more confident, Ohio Valley drought worsening, Europe drought easing, not much Brazil rain.

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Fig. 1: The NCEP CFS V2 Nino34 SSTA forecast into middle of 2026.

Discussion: Emergence of the marine heatwave in the Northeast Pacific potentially increases the risk of El Nino in 2026 as the anomalous warm water spreads to the tropics. The NCEP CFS V2 Nino34 SSTA forecast continues to edge into El Nino territory Q2/2026. The change in ENSO will be applied to new season 1-4 ahead forecasts (Fig. 1). The upcoming La Nina is a relatively short duration episode.

In the U.S., dry soil moisture anomalies across the Midwest to Northeast States continues to strengthen (Fig. 2). Some models indicate wet weather in the 6-10-day period across the Ohio Valley. However, when looking at a 15-day percent of normal forecast, the amounts are not helpful to ease drought (Fig. 3).

The Central Europe drought is slowly easing while East Europe/Southwest Russia is worsening (Fig. 4). The accumulated rainfall forecast during the next 360 hours is mostly wet in Europe with some marginal rains into Southwest Russia (Fig. 5).

The Central/East Brazil drought remains intact (Fig. 6). The 15-day rainfall forecast is wet across northwest continent and Southeast Brazil with marginal rains only reaching the Brazil drought zone (Fig. 7).

Wet weather was observed in New South Wales during the past week (Fig. 8). The 15-day outlook reveals heavy rain in Victoria (Fig. 9).

A map of soil moisture AI-generated content may be incorrect. A map of the united states AI-generated content may be incorrect.

Fig. 2-3: The U.S. soil moisture anomalies analysis and ECM ENS 15-day percent of normal rainfall.

A map of europe with red and yellow spots AI-generated content may be incorrect. A map of different colors AI-generated content may be incorrect.

Fig. 4-5: The Europe soil moisture anomaly analysis and ECM 360-hour accumulative rainfall outlook.

A map of the south america AI-generated content may be incorrect. A map of the earth with different colors AI-generated content may be incorrect.

Fig. 6-7: The South America soil moisture anomaly analysis and ECM 360-hour accumulative rainfall outlook.

A map of australia with different colored areas AI-generated content may be incorrect. A map of weather forecast AI-generated content may be incorrect.

Fig. 8-9: The Australia rainfall amount verification from the past week and 15-day rainfall forecast.