Allodial PredictAllodial Predict
← Back to newsletters
August 7, 2026

"Below Normal" Isn't the Same as Safe

NOAA quietly revised its 2026 Atlantic hurricane forecast down again this week, and if you distribute anything that ships through a Gulf or Southeast port, that update is worth five minutes of your Friday. The story On August 6, NOAA's Climate Prediction Center lowered its 2026 Atlantic season forecast to 7 to 13 named storms, with 2 to 6 becoming hurricanes and 0 to 2 reaching major-hurricane strength, a further downgrade from its May outlook of 8 to 14 named storms. Forecasters put a 75 percent chance on a below-normal season, driven by El Niño conditions increasing wind shear across the basin (NOAA, August 6, 2026). That is genuinely good news. It is also the exact kind of good news that causes operators to skip the one exercise most of them haven't done in over a year. A supply chain resilience piece published this week by Aspirations Consulting Group put a number on that gap. Citing a 2025 BSI resilience report, the piece notes that 54 percent of surveyed organizations experienced a material supply chain disruption in the past year, yet fewer than 40 percent had updated or tested their business continuity plans in that same window. A separate McKinsey survey found that while 95 percent of companies have visibility into their direct suppliers, that number drops to 42 percent one layer back, the suppliers your suppliers depend on (Aspirations Consulting Group, August 4, 2026, citing BSI and McKinsey). The piece uses Hurricane Helene as the illustration: floodwater hit a single Baxter International plant in Marion, North Carolina, that made roughly 60 percent of the country's sterile IV fluid. Hospitals nationwide were rationing IV bags within days, not because Baxter lacked backup suppliers on paper, but because nobody had checked whether those backups sat on the same power grid and shipped through the same port as the primary site. Full recovery took until February 2025, five months later. Why this matters even in a below-normal year National Weather Service Director Ken Graham said it plainly at the outlook's release: "It only takes one storm to make for a very bad season." Below normal changes the odds. It does not change what happens to your business if the one storm that does form happens to sit over the port or the plant you depend on. For a distributor, the exposure usually isn't your own warehouse, it's upstream. If your top chemical or paper supplier runs a single plant, or two "backup" suppliers that happen to sit in the same industrial park or draw from the same regional grid, a below-normal season doesn't help you at all. You've got the same single point of failure whether NOAA calls for 8 storms or 18. The practical version, for this week You don't need a formal continuity plan to get real value out of this. One exercise, twenty minutes, no consultants required: pull up your top three suppliers by dollar volume for your fastest-moving SKUs, and check where they actually sit, not on your vendor list, but on a map. Same coastal region? Same port? Same interstate corridor for inbound freight? If two of your three "diversified" suppliers are an hour apart from each other, you haven't diversified anything, you've just given the same risk two different names. Then ask yourself one question, honestly: if your single biggest supplier's plant flooded tomorrow morning, do you know who you'd call in the first 24 hours, or would you be starting that call list from scratch under pressure? If it's the second one, that's the whole exercise. Write the list down this week, while it's calm. One more thing worth knowing before you place your next chemical order Separately, BASF announced price increases of up to 30 percent on select Home Care and Industrial & Institutional cleaning products across the Americas, effective earlier this year, and Spartan Chemical confirmed a brand-wide 4.9 percent increase across its line (BASF press release; Spartan Chemical Company). If you're already reviewing supplier concentration this week, it's a reasonable moment to also check whether your reorder points on the affected SKUs still make sense at the new cost basis, before a storm-driven demand spike meets a price increase you haven't priced in yet. None of this requires predicting which week a storm forms. It requires knowing, before it does, which of your accounts are sitting closest to a stockout and which suppliers you're actually exposed to when one link breaks. That's the same visibility problem Allodial Predict was built to solve on the demand side, seeing which accounts are trending toward trouble early enough to do something about it, rather than finding out when the order doesn't ship. Have a good weekend, and go check that supplier map. Sources: NOAA predicts below-normal 2026 Atlantic hurricane season NOAA Maintains Forecast for Below-Normal Atlantic Hurricane Season, Insurance Journal, Aug 7 2026 Hurricane Season Is the Supply Chain Test Most Companies Fail on Paper, ACG Strategic Insights, Aug 4 2026 BASF to Increase Prices for Home Care, I&I and Industrial Formulators select products in Americas