Yuehai Feed said at an Oct. 15 investor meeting that the WMO and US NOAA warned
in Sept. 2026 the current El Niño is expected to peak by year-end at
near-super-strong intensity and could persist into early 2027. The company
called the event two-sided: a warmer South China winter may lengthen aquaculture
cycles and raise demand and growth efficiency for shrimp and marine fish feed,
and fewer northwest Pacific typhoons would lower storm risk in main production
areas. Risks include abnormal water temperatures increasing disease and pond
losses, extreme drought or flood damage to facilities, and El Niño-driven
disruptions to global soybean and corn regions that could push up raw-material
prices.