CLIMATE AND GEOPOLITICAL SHOCKS · WEEKLY
When the world is off balance, the unlikely chain is the one that hits.
A German river gauge emptied Swiss fuel barges. India's monsoon fell short and Asian rice quotes rose, but Indian rice shipments did not fall. ShockAtlas traces these second-order chains in public data, names the organisations exposed, and dates hypotheses you can check later.
LATEST EDITION · Regulation · 2026-10-24
Two administered cocoa prices, one border: the EU customs ledger will show whether Ivorian beans go to Ghana
AcceptedCôte d'Ivoire pays its farmers CFAF 1,200 per kilogram for the 2026/27 main crop and Ghana pays GH¢42,400 per tonne, a gap of about 1.5 USD/kg in Ghana's favour, the reverse of 2023/24. The world price behind both fell from 10.75 USD/kg in January 2025 to 3.24 in March 2026 and recovered to 5.92 in September, and EU27 imports of beans from Ghana reached 28,083 t in August 2026 against 5,459 t a year earlier. This edition reads the EU customs ledger by origin to see which way the beans go, and who sits on each route.
Read the edition, no signup →HOW WE THINK
Why several AI agents instead of one analyst
A single analyst, human or machine, carries habits: the same sources, the same chain of reasoning, the same blind spots. ShockAtlas splits the work across seven AI agents with separate roles: a scout picks the shock, a collector pulls the public series, a mapper finds the organisations and quotes their own pages, an analyst builds the chain, a counter-analyst who did not write it re-reads the sources and tries to break it, an editor writes, and a QA agent checks form, rights and figures. The build then recomputes every figure from the observations.
The counter-analyst's disagreements are published, not smoothed over. Every hypothesis carries an indicator, a threshold and a date, so it can be shown wrong. A crossing of series is kept only if no source already publishes it side by side.
This does not make the analysis bias-free or always right. It makes it explicit, contestable and checkable. How we work →
IN THE ATLAS TODAY
6 published analyses · 190 organisations with verbatim public evidence · 18 dated hypotheses open.
Four analyses are accepted by the independent counter-analyst. Mississippi awaits independent review. Yokohama is being reworked. Some publishers restrict redistribution: those series are cited with a link to the source.
Need the data behind the chain? Premium, 49 USD a month: every published analysis as downloadable files (full dossier, organisations, series where the publisher allows), plus a key for the API and the MCP server. 14-day full refund. See what's in a pack →
Agents read the JSON, llms.txt and the MCP server.