Helios AI

Volatility broke your long-term contracts. Disruption broke your supplier relationships. And your margins are absorbing the difference. At Manifest Las Vegas, Francisco Martin-Rayo broke down the three things supply chain leaders are prioritizing right now to get ahead of it — before it hits the P&L.

🎙️ Our CEO, Francisco Martin-Rayo, recently joined Eric Hanselman in S&P Global’s #NextinTech podcast series to talk about a hard reality facing food and commodity markets: Climate volatility is now directly impacting price formation. This isn’t just a sustainability conversation anymore. Weather shifts, drought patterns, and extreme events are flowing straight into procurement decisions, margin pressure, and supply instability. In the episode, Francisco breaks down: 📉 Why traditional commodity intelligence is too reactive 🌦️ How climate signals should be embedded into price forecasting 🤖 What AI needs to do differently to support real operational decisions We’re sharing a short clip below. 👇 🎧 Listen to the full conversation here: https://lnkd.in/ek-hTBvT #HeliosAI #HeliosHorizon #SupplyChain #Commodities #ClimateRisk #Procurement #AI

Most cocoa buyers are managing a structural crisis with cyclical tools. That gap is getting expensive. Helios AI CEO Francisco Martin-Rayo and Federation of Cocoa Commerce Secretary General Robin Dand on why cocoa volatility today is fundamentally different — and what the next 12–24 months actually look like for supply, pricing, and risk.

S&P Global asked our CEO one question: why is traditional commodity intelligence failing food companies right now? The answer: it was built before climate became a price signal. Weather shifts, drought patterns, and extreme events are now flowing directly into procurement decisions and margin pressure — and most platforms aren't tracking the connection. Francisco Martin-Rayo breaks it down.

Tariffs. Freight hikes. Supplier repricing. All at once. This isn't volatility you can spreadsheet your way through. Helios AI gives procurement and supply chain teams 12-month forward visibility on prices, climate risk, and disruptions — across 75+ commodities, 90+ countries. Walmart uses it. So does Libby's.

Cocoa prices broke records. Supply didn't recover. And the next 12–24 months aren't looking easier. Climate, regulation, and sustainability pressure are hitting the cocoa supply chain at the same time — and the early signals most teams are missing are the ones that matter most. Watch the full webinar. It's worth 45 minutes of your sourcing calendar.