--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40003941.md" description: "$Bunge Global SA(BG.US)The logic for buying Bunge (BG)1. Global agricultural commodities have been falling for almost four years since peaking in 2022.2. The disruption and cost surge in the global fertilizer supply chain caused by geopolitical conflicts in the Middle East (especially the risk of a blockade of the Strait of Hormuz).3. The biggest issue is the high probability of a moderate-to-strong, and low probability of an extremely strong El Niño this year (China Weather Network released "The strongest El Niño in 140 years is brewing").Generally, when El Niño dominates during the Northern Hemisphere summer, it often means a favorable weather pattern for the US Midwest "Corn Belt" and major soybean producing regions. Historical statistics show that, unlike La Niña which causes severe droughts in the US, El Niño tends to bring mild summer temperatures and ample, evenly distributed precipitation to mid-latitude regions of the US. This "favorable weather" environment greatly benefits the emergence, jointing, pollination, and the full realization of yield potential for row crops.However, for the Southern Hemisphere, Asia, Southeast Asia, South Asia, South America, and Australia, it means extreme weather (extreme drought/flooding) that will severely impact agricultural production (including but not limited to food crops/economic crops like sugar, cotton, coffee, and palm oil).Now is the best time to start preparing. Wait until June/July when various promotions start, and August/September is when things will be revealed (stock price surges).Actually, I'm a bit reluctant to buy this stock (including ADM). After all, the ABCD companies are ruthless, but if a major breakout is anticipated this year, not getting in would be uncomfortable.Not a stock recommendation. The above is just collecting online data and sharing it." datetime: "2026-04-17T14:19:43.000Z" locales: - [en](https://longbridge.com/en/topics/40003941.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40003941.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40003941.md) author: "[Gong Hei Fat Choy](https://longbridge.com/en/profiles/16735953.md)" --- # $Bunge Global SA(BG.US)The logic for buying Bunge … ### Related Stocks - [BG.US](https://longbridge.com/en/quote/BG.US.md) - [ADM.US](https://longbridge.com/en/quote/ADM.US.md)