Sugarcane →Shortage risk
Sugar
Sugarcane is a critical 80%-weighted input to sugar, so weather-driven cane losses should directly tighten sugar supply.
96% confidence
Sugar beet →Shortage risk
Sugar
Heat and drought can reduce sugar beet yields, which lowers sugar output from this input and makes sugar scarcer.
92% confidence
Sugarcane →Shortage risk
Brazil
Brazil holds 40% of global sugarcane supply, so drought and wildfire exposure there can remove a very large share of output.
90% confidence
Sugarcane →Shortage risk
India
India's 25% share makes it a major weather-sensitive source of cane and a large contributor to global shortfalls.
83% confidence
United States →Shortage risk
Sable Offshore Corp.SOC
Its assets are exclusively in California, so U.S. wildfire, heat, and drought disruptions can directly cut operations and logistics.
81% confidence
Sugar beet →Shortage risk
Südzucker AGSZU
Reduced beet harvests can leave Südzucker short of feedstock and constrain its beet-processing output.
80% confidence
United States →Shortage risk
Permian Resources CorporationPR
All proved reserves are in West Texas and New Mexico, making production vulnerable to regional heat, drought, and wildfire-related operating constraints.
78% confidence
Sugarcane →Shortage risk
Raízen S.A.RAIZ4
Raízen's 8% share and 12-month replacement lead time mean cane disruptions would materially constrain its supply.
77% confidence
Sugar beet →Shortage risk
Nordzucker AG
A sugar beet crop shock can tighten Nordzucker's raw material supply and limit processing volumes.
76% confidence
Sugar beet →Shortage risk
Tereos
Lower beet availability can constrain Tereos' input supply and reduce its ability to run beet-processing capacity.
75% confidence
Sugarcane →Shortage risk
Biosev (Louis Dreyfus Company)
Biosev's 4% share makes it meaningfully exposed to cane shortages, though less than the largest suppliers.
72% confidence
United States →Shortage risk
Hudson Pacific Properties, Inc.HPP
With 67.4% of its portfolio in California, extreme heat and wildfire disruption there can reduce usable space and tenant activity.
72% confidence
United States →Shortage risk
Whitestone REITWSR
A 43% revenue concentration in the Phoenix metro leaves it exposed to severe heat and drought that can weaken foot traffic and operations.
70% confidence
Sugarcane →Shortage risk
São Martinho S.A.
São Martinho's 2% share still leaves it vulnerable to weather-driven cane scarcity, but with smaller system impact.
69% confidence
Canfor Corporation →Shortage risk
Douglas fir / Pacific Northwest logs
Forestry disruption can also constrain Douglas fir log supply, though higher substitutability makes the company impact less severe.
56% confidence
