Doomsinger Radagast: What if the Panama Canal fell wildly low as a result of El Niño? 95% confidence for massive transport disruptions.
u/RadagastDaGreen ·
Reddit — r/wallstreetbets
· June 06, 2026 at 03:09
· ⬆ 42 pts
· 💬 84 comments
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I ran projections:
1). It's already hotter than ever, leading to Pacific Surface Temperature anomalies and drier/hotter than normal climes in Panama this year.
2). When the thermocline is whack like this, there is way less deep ocean current mixing and therefore, El Niños with wild gradients are typically prolonged.
3). Every 11y, the solar cycle maxes out; just like how pandemics do 100-120y cycles, solar cycles do too. The last 7y El Niño sync-up with the 11y Solar Cycle was 97. Insert "Mafia!" reference here. We get an extra Watt per sq. meter. This year will not just be "climate change"-hot, it will also be "solar max"-hot.
4). Over the Holocene era, fossil beds are showing more and more frequent multi-year events. It's possible this could last a long time, not just 12-14 months.
I am shit at investments and stuff. But I need to be the canary in the coal mine for you guys. Like, I looked at the levels. You can compare it to 23-24's freshwater reservoir levels and refill rates. It's about to get ugly.
Just... Assume what I said is true and invest that way. I don't know puts and calls and whatnot. But if I had one piece of advice...
Capitalize on the upcoming Panama Canal shutdown.
CP, CSX, UNP, MATX
Qualifications: I am a Molecular Genetics major undergrad, 15y HS chem teacher in the Bronx, two Masters, taught AP Environmental Science for years; I am pretty sure no one has noticed this yet. Left the field for medical, but still watch trends. I got about 100 slides of stuff (vetted reputable 'ya-gotta-pay-for-em" journals' worth of research) and I am bugging. US won't be too fucked, but Europe/Asia got potential to feel this bad.
Do your own HW, but soon, all the Liquefied Natural Gas moving through the PC will need to go overland via train. No other way.