WEAT Teucrium Wheat Fund Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
15:29
02 сен
02 сен
Wheat prices rising on supply concerns.
He flags surging wheat prices and attributes the move to Black Sea supply concerns and El Nino, adding that oil is lifting food inputs and bread prices at grocery stores.
Сред.
11:26
01 сен
01 сен
Weather pressures corn and wheat supply
Food prices are joining the upside, especially corn and wheat, with unsupported weather patterns heading into the planting season, creating a supply-driven inflationary impulse and upside for those crops.
Сред.
17:11
30 авг
30 авг
Grains breakout; buy dips.
Wheat, corn and soybeans have broken out decisively; even after two strong weeks, longer-term monthly charts show room for 30-40% higher in wheat if the breakout is real, though tactically he prefers buying dips after profit-taking.
Выс.
15:38
30 авг
30 авг
Commodity uptrends support trend-following diversification.
Alan says August showed good trend-following gains on the commodity side, naming zinc, wheat, lean hogs and copper as markets that have been rising. He sees strong commodity trends as an encouraging diversification signal for trend-following and portfolio allocation.
Сред.
19:36
28 авг
28 авг
Wheat futures surge to highest level since July 2023 on Black Sea export disruption concerns.
Wheat futures surge to highest level since July 2023 on Black Sea export disruption concerns, with Ukraine cutting its export forecast by 54%.
19:08
28 авг
28 авг
WEAT position disclosed; shortage doubts stated
Existing WEAT position disclosed, entered two months ago on crop-shortage thesis; author doubts projected shortage materializes, no fresh directional commitment.
Низ.
16:35
28 авг
28 авг
Wheat futures surge to a three-year high on Russia-Ukraine tensions and weather concerns.
Wheat futures surge to a three-year high on Russia-Ukraine tensions and weather concerns, heading for the biggest weekly gain since 2022.
00:31
28 авг
28 авг
Heavy grain long with extreme conviction
Author discloses a large existing long position across grain markets including KC Wheat, citing the positioning as one of his heaviest ever, indicating strong conviction in continued upside.
Сред.
12:24
27 авг
27 авг
UBS highlights opportunities in copper, agriculture, and gold, citing AI infrastructure.
UBS highlights opportunities in copper, agriculture, and gold, citing AI infrastructure, El Niño supply risks, and central-bank buying as supportive factors for a diversified commodity portfolio.
09:06
27 авг
27 авг
Black Sea attacks push wheat higher
Russia's escalation around Black Sea ports is providing an inflationary impulse and wheat prices are soaring as attacks ramp up between Ukraine and Russia.
Сред.
05:30
27 авг
27 авг
Chicago wheat futures extended their rally to a three-year high on escalating Russia-Ukraine.
Chicago wheat futures extended their rally to a three-year high on escalating Russia-Ukraine war concerns that could further disrupt global breadbasket supplies.
18:36
26 авг
26 авг
Wheat crop lowest since 1970.
Wheat prices are supported by supply problems: the US wheat crop is rated the lowest since 1970, drought is hitting US and South American crop regions, Chicago and Kansas wheat are up over 25% each, and renewed attacks on commodity tankers in the Black Sea could push wheat prices higher from here.
Выс.
18:25
26 авг
26 авг
Wheat futures surge to a three-year high as JPMorgan and HSBC warn of a brewing global food.
Wheat futures surge to a three-year high as JPMorgan and HSBC warn of a brewing global food shock.
10:00
26 авг
26 авг
The WEAT (wheat) ETF is up 5.3% on the day. Users are noting that "food's about to get a lot more expensive," signaling a macro thesis on rising agricultural commodities. Long WEAT as a momentum and inflation-hedge play. Commodity price spikes can be volatile and short-lived.
Низ.
02:00
22 авг
22 авг
Odesa blockade cuts Ukraine grain exports
Russia has effectively paralyzed Ukraine's Odesa port, which handled about 90% of Ukraine's grain exports; Ukraine's grain production is reported down 75% year-over-year, and before the war Russia and Ukraine supplied roughly 20% and 10% of world wheat and corn exports. The loss of this supply source should support global wheat and corn prices.
Выс.
03:40
21 авг
21 авг
Agriculture and fertilizer bull continues.
The Bloomberg agriculture index is at its highest since May 2024. Peter sees the energy bull market spreading to agriculture, with high fertilizer prices forcing farmers to use less fertilizer, reducing soil nutrients and yields, and ultimately pushing crop prices higher. He cites $7 wheat, $5 corn and near $13 soybeans as levels that matter if they hold, and expects the fertilizer bull market to continue into next year.
Выс.
12:41
20 авг
20 авг
Wheat prices may rise on supply disruptions.
Russian strikes have virtually halted Ukraine's Black Sea grain shipments from Odesa, and since Ukraine and Russia together export more than 25% of world wheat, the supply disruption is pushing world wheat prices higher. Wheat prices already reached a two-year high and could rise further because the disruption is continuing, while importers in the Middle East, North Africa, and Asia are also being forced to seek alternatives, which may ultimately lift global food prices.
Выс.
10:09
20 авг
20 авг
Black Sea attacks drive wheat prices higher.
Russian attacks on Ukraine's Black Sea ports have halted grain shipments, forcing reliance on slower and more expensive alternative routes, which is driving up global wheat and grain prices.
Сред.
07:01
20 авг
20 авг
Blocked Ukrainian ports will drive wheat higher.
Russian attacks on Ukrainian ports have virtually halted grain exports through Odesa, creating a bottleneck at western borders. This disruption has already pushed wheat prices to a two-year high and will likely continue to drive global food prices higher as buyers scramble for substitutes.
Сред.
00:12
20 авг
20 авг
Russia and Ukraine supply ~28% of internationally traded wheat, and Black Sea grain export capacity has reportedly dropped by ~97% due to drone strikes and port disruptions. Wheat supply disruption is compounded by El Nino, fertilizer issues, Middle East conflict, and countries stockpiling food — creating a multi-quarter bullish setup for wheat prices. Long wheat exposure through WEAT calls offers a leveraged way to play a potential supply-driven rally into 2027. Ceasefire/de-escalation in Ukraine/Russia, better-than-expected harvests, demand destruction, options time decay, and government policy intervention.
Выс.
06:53
16 авг
16 авг
Agricultural commodities are breaking out technically.
Agricultural commodities and softs, including wheat, corn, soybeans, cocoa, sugar, and coffee, are showing technical breakouts that could signal a new bull market.
Сред.
20:40
13 авг
13 авг
Wheat short-covering risk on Russian supply.
Large speculators built fresh wheat shorts just before the latest Black Sea escalation. Russia controls 22% of global wheat exports, and attacks on Russian grain infrastructure raise physical supply risk; if the situation worsens, those new shorts may be forced to cover, supporting wheat prices.
Сред.
20:30
13 авг
13 авг
Wheat short-covering risk on Black Sea escalation.
Mile is watching wheat because large speculators went from flat to roughly 15,000 contracts net short in one week with about 11,000 fresh new shorts, and this bearish positioning was established before the latest Black Sea escalation; with attacks on Russian grain infrastructure and Russia controlling 22% of global wheat exports, further supply disruption could force those new shorts to buy back, especially after wheat held its 50-day moving average and fib zone.
Выс.
17:05
13 авг
13 авг
Supply risks could trigger agricultural short squeezes.
Speculators piled into short positions just before attacks on Russian grain infrastructure escalated supply risks, setting up a potential short-squeeze and bullish price action across the agricultural space.
Выс.
13:26
13 авг
13 авг
Wheat futures rise to highest level since late July as Black Sea port attacks threaten grain.
Wheat futures rise to highest level since late July as Black Sea port attacks threaten grain export supplies from Russia and Ukraine.
09:01
13 авг
13 авг
The article says Ukrainian agricultural exports 'may plummet by 50%' because the Black Sea port closure removes the backbone export route, tightening global grain supply and supporting wheat prices.
The article says Ukrainian agricultural exports 'may plummet by 50%' because the Black Sea port closure removes the backbone export route, tightening global grain supply and supporting wheat prices.
Risk: Alternative export routes, continued Russian grain exports, and future diplomatic reopenings of ports could offset part of the supply hit.
07:37
13 авг
13 авг
Supply shocks lift wheat, rice, soybeans.
Extreme heat, El Niño, and disruptions in the Strait of Hormuz, Red Sea, Black Sea and Panama Canal are reducing crop forecasts and pushing up commodity prices, especially wheat, rice and soybeans, with food-price transmission to consumers likely from October to December.
Выс.
13:14
12 авг
12 авг
Wheat futures jumped 2.4% after Ukrainian drone strikes hit Russian port terminals.
Wheat futures jumped 2.4% after Ukrainian drone strikes hit Russian port terminals, raising concerns over grain export disruptions.
14:50
11 авг
11 авг
Wheat futures turn volatile as traders weigh concerns over the Black Sea crisis and the Hormuz.
Wheat futures turn volatile as traders weigh concerns over the Black Sea crisis and the Hormuz chokepoint disrupting supply routes.
Об аналитическом покрытии WEAT
Buzzberg отслеживает WEAT (Teucrium Wheat Fund) в 33 источниках. Бычьих сигналов: 50, медвежьих: 1, от 47 аналитиков. Сентимент преимущественно бычий (45%). Всего отслеживается 109 торговых идей. За последние 7 дней: бычьих: 6, наблюдение: 5. Последние спикеры: Thread Guy, Anthony Stevens, Patrick Ceresna.