Disruptionother · September 2, 2026

Letošní sucho bylo příliš drsné, některé zemědělské plodiny už nezachrání ani silný déšť

Severe drought has damaged agricultural crops, reducing expected output of farm commodities.

The trace

How it reaches your house.

Starting from Crop seeds, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

First impact
Sugar →Shortage risk
Sugar beet
Drought also cuts beet harvests, but sugar beets are a smaller input here, so the shortage is material but less pronounced.
89% confidence
Crop seeds →Shortage risk
High-quality planting seeds
Severe moisture shortages can reduce seed production volumes and quality, and the cited source explicitly expects a global shortage of planting seeds.
“Against this backdrop, a shortage of planting seeds is expected on the global market.”
88% confidenceCited →
Animal feed →Prices rise
Hop 2
Sugarcane →Shortage risk
Sugar
Sugarcane is a critical upstream input for sugar, so drought-driven cane losses reduce sugar availability.
96% confidence
Sugarcane →Shortage risk
Brazil
Brazil provides 40% of sugarcane supply, so drought-driven crop damage most strongly constrains Brazilian output.
89% confidence
Sugar beet →Shortage risk
Südzucker AGSZU
Sugar beet is a direct upstream feedstock, so drought-driven crop losses should constrain Südzucker's raw-material supply, with impact roughly tracking its 10% share and 12-month replacement lead time.
Hop 3
Brazil →Shortage risk
Orange Juice Concentrate (FCOJ)
Brazil supplies 68.1% of FCOJ globally, so a severe Brazilian drought can materially tighten orange juice concentrate availability.
96% confidence
Raízen S.A. →Shortage risk
Sugarcane
Severe drought cuts sugarcane output, and Raízen S.A. depends on this input; the 8% share and 12-month replacement time suggest a real but not dominant supply constraint.
84% confidence

Where it lands

What you buy, and what you own.

Goods you buy

Sugar · Fertilizers and crop inputs

Companies you may own

SZUNordzucker AGTereosBritish Sugar (ABF)RAIZ4American Crystal Sugar CompanyAGR.VIBiosev (Louis Dreyfus Company)NTRBelaruskali (BPC)MOSUralkali097950.KSICLCF

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In the MyPRIA app, this is checked against your own holdings.

How it reaches your house.

First impact

Sugar →Shortage risk

Sugar beet

Drought also cuts beet harvests, but sugar beets are a smaller input here, so the shortage is material but less pronounced.

89% confidence

Crop seeds →Shortage risk

High-quality planting seeds

Severe moisture shortages can reduce seed production volumes and quality, and the cited source explicitly expects a global shortage of planting seeds.

“Against this backdrop, a shortage of planting seeds is expected on the global market.”

88% confidenceCited →

Animal feed →Prices rise

Hop 2

Sugarcane →Shortage risk

Sugar

Sugarcane is a critical upstream input for sugar, so drought-driven cane losses reduce sugar availability.

96% confidence

Sugarcane →Shortage risk

Brazil

Brazil provides 40% of sugarcane supply, so drought-driven crop damage most strongly constrains Brazilian output.

89% confidence

Sugar beet →Shortage risk

Südzucker AGSZU

Sugar beet is a direct upstream feedstock, so drought-driven crop losses should constrain Südzucker's raw-material supply, with impact roughly tracking its 10% share and 12-month replacement lead time.

Hop 3

Brazil →Shortage risk

Orange Juice Concentrate (FCOJ)

Brazil supplies 68.1% of FCOJ globally, so a severe Brazilian drought can materially tighten orange juice concentrate availability.

96% confidence

Raízen S.A. →Shortage risk

Sugarcane

Severe drought cuts sugarcane output, and Raízen S.A. depends on this input; the 8% share and 12-month replacement time suggest a real but not dominant supply constraint.

84% confidence