DBA Invesco DB Agriculture Fund Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
11:26
Sep 01
Sep 01
War and weather boost agricultural commodities
The Bloomberg Agricultural Index rose to a more than decade high with a 12% August jump, driven by war in the Black Sea and weather lifting multiple commodities, and food price pressure will persist into coming months.
HIGH
17:53
Aug 31
Aug 31
Agriculture commodities show intense bullish momentum.
Agriculture prices are on fire right now and momentum is clearly intense in that commodity, making agriculture a favored part of the commodity rotation.
MED
10:46
Aug 31
Aug 31
Diesel crunch watchlist across refiners and commodities
Monitor commodities and refiners as the diesel crunch worsens with Brazil's planting season, but this is a thematic read-through, not an explicit position.
MED
16:07
Aug 30
Aug 30
Fertilizer shortage keeps food prices rising.
More than six months of disrupted fertilizer supply means planting seasons have passed with less fertilizer and less planting; as a result, food prices and other prices will keep rising even if the Strait of Hormuz opens tomorrow.
MED
13:46
Aug 30
Aug 30
Food prices rising from fertilizer shortage
Philip Luck argues global food prices will keep rising because the world is coming off more than six months without fertilizer in supply, key growing and planting seasons passed with less fertilizer and less planting, reducing crop supply and pushing food and other prices higher even if the US street opens normally.
HIGH
19:31
Aug 29
Aug 29
Conditional diesel impact on agriculture analyzed
Watch DBA as the author analyzes the complex, conditional relationship between elevated diesel prices and agricultural futures, noting short-term mixed effects but longer-term bullish potential.
MED
19:29
Aug 29
Aug 29
Author provides a detailed technical and fundamental analysis of DBA and PDBA as agricultural.
Author provides a detailed technical and fundamental analysis of DBA and PDBA as agricultural commodity ETFs, including scenario probabilities, but stops short of stating a personal position or explicit buy/sell call.
19:29
Aug 29
Aug 29
DBA monitor; momentum mature, entry timing key
Monitor DBA for agricultural commodity exposure, but the author highlights mature momentum and balanced near-term risk/reward, making entry timing critical rather than a high-conviction buy.
MED
16:09
Aug 29
Aug 29
Author shares an agriculture index chart showing an 11-day winning streak.
Author shares an agriculture index chart showing an 11-day winning streak, a factual observation without a directional position.
LOW
16:31
Aug 27
Aug 27
NOAA sees >90% chance of a very strong El Niño; this historically disrupts crop yields across Asia, Australia, and the Americas. A global food supply shortfall should lift agricultural commodity prices, and DBA tracks a basket of these futures. Long DBA is a direct, liquid way to express the food-supply-shock and food-inflation thesis. El Niño forecast may weaken; weather impacts may be localized; demand destruction could offset price gains.
HIGH
09:14
Aug 27
Aug 27
Supply shocks pressure energy and grains higher.
Jang Woo-jin sees a second oil shock from Middle East and Russia/Ukraine attacks: Russian refining is damaged, diesel crack margins and retail fuel prices are rising, diesel is lifting grain production costs, and crude supply is tightening globally. This keeps inflation pressure alive and supports upward pressure on energy and grain prices.
MED
07:16
Aug 27
Aug 27
Ags surging; inflation problem worsens
Agricultural commodities are surging again, reinforcing an established inflation problem. He has never believed the disinflation theme and expects inflation to worsen in coming months; the food-price dynamic is especially problematic for some emerging markets.
HIGH
13:40
Aug 26
Aug 26
Bullish commodities due to global supply bottlenecks.
Bullish on the entire commodity complex, specifically doubling down on agriculture, gold, and silver, due to numerous global choke points and weather events squeezing supply.
HIGH
14:00
Aug 25
Aug 25
Commodities should outperform over next decade.
Investors should have a commodity base because commodities should do better over the next 10 years. Oxbow owns hard assets including critical minerals, iron, and uranium, plus agriculture-related names such as Archer Daniels Midland and fertilizer companies. He focuses more on hard assets than soft commodities like wheat, corn, and soybeans.
MED
23:00
Aug 24
Aug 24
Grains are cheap; upside remains.
Grain markets are seeing positive momentum and are still ridiculously cheap relative to production costs; diesel and hydrous ammonia are near record highs, and at roughly $5 corn farmers are only starting to be profitable, so grains can keep moving higher.
HIGH
11:33
Aug 21
Aug 21
Food prices face underappreciated inflation pressure.
Drought conditions across England, Wales and Europe, El Niño effects, and Strait of Hormuz closures/disruptions all point to quite large food price pressure in 2027; food inflation risk remains underappreciated by markets.
MED
10:09
Aug 20
Aug 20
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.
MED
17:11
Aug 19
Aug 19
US farmers and manufacturers benefit.
Trump says US farmers and manufacturers will be thrilled by the Canada trade deal because the US will have no tariffs going into Canada, implying less trade friction and better access for US agricultural and manufacturing interests.
MED
23:00
Aug 17
Aug 17
El Niño may lift agricultural commodities.
El Niño has a very high probability of being severe or among the worst in history, and some agricultural commodities are already moving higher. This could drive food inflation and affect Brazil's election, so agricultural commodity upside pressure is worth monitoring.
MED
14:18
Aug 13
Aug 13
Weather and geopolitics push agriculture higher.
Agricultural commodities are ripping higher because weather effects and geopolitics are hitting supply at the same time, adding to the commodity complex pressures.
MED
22:37
Aug 04
Aug 04
Agricultural commodities will rise sharply.
Fertilizer shortages and high diesel prices will diminish crop production globally, leading to significantly higher agricultural and food prices.
MED
19:22
Jul 26
Jul 26
Own basic industries with pricing power.
In a stagflationary environment driven by supply shortages, investors should own a diversified basket of real assets and basic industries with pricing power: agriculture, petrochemicals, and other chemicals low on the economic value chain. Everyone needs food, clothing, shelter, and energy to keep the lights on—the companies providing these essentials will thrive while high-multiple growth sectors suffer. Butler terms this approach 'Limbo investing': getting as low as possible on the value chain.
HIGH
14:00
Jul 26
Jul 26
Hormuz disruption tightens nitrogen and phosphate supply.
The conflict near the Strait of Hormuz has shut down a critical chokepoint for global fertilizer trade. About one-third of the world's urea, the most-traded nitrogen product, flows through there, and three of the world's top 10 urea exporters (Iran, Qatar, Saudi Arabia) sit behind the strait. Saudi Arabia is also a top-5 phosphate exporter. That supply is stacked up and production is suffering, causing nitrogen and phosphate prices to skyrocket on fear of lack of supply.
HIGH
23:00
Jul 24
Jul 24
Fertilizer supply tight, prices soaring
The closure of the Strait of Hormuz is severely tightening global supply of nitrogen and phosphate fertilizers, with a third of the world's urea flowing through there. Prices have skyrocketed on fear of supply shortages, and the disruption is backing up production.
HIGH
20:00
Jul 24
Jul 24
Scarce real assets hedge AI concentration.
Scarce real assets—gold miners, infrastructure, real estate, and agriculture—benefit from inflation and scarcity, are not overpriced like AI names, and provide ballast and diversification away from the concentrated S&P 500.
MED
21:01
Jul 22
Jul 22
Author discloses using DBA as a diversified agricultural commodity position.
Author discloses using DBA as a diversified agricultural commodity position, indicating a long exposure to the sector.
MED
08:36
Jul 19
Jul 19
Wheat and ag commodities breaking higher.
Wheat is breaking out to 52-week highs after a multi-year decline. Weather disruptions, fertilizer shortages tied to Strait of Hormuz tensions, and very low real prices on an inflation-adjusted basis support a sustained rally. The DBA agriculture ETF and MOO agribusiness ETF are also turning up, signalling a broader agricultural commodity upswing.
HIGH
22:10
Jul 07
Jul 07
War escalation lifts gas and food prices
Escalation into a hot US-Iran war will drive up gasoline and food prices for American consumers, making energy and agricultural commodities rise.
MED
23:00
Jun 26
Jun 26
USMCA vital for U.S. agriculture exports.
Since NAFTA, U.S. agricultural exports to Mexico and Canada have grown about 600 percent, making them the two largest markets for American agriculture. The USMCA is a massive trade liberalization success for the sector. A long-term renewal of 16 years would provide the stability and confidence that farmers need to make investments, unlocking further growth. Therefore, the U.S. agriculture sector stands to benefit significantly from a renewed and stable USMCA.
MED
21:08
Jun 26
Jun 26
Grain markets showing bottoming action.
Grain markets are showing bottoming action, which suggests a tradable rebound as part of the broader commodity setup.
LOW
About DBA Analyst Coverage
Buzzberg tracks DBA (Invesco DB Agriculture Fund) across 27 sources. 48 bullish vs 3 bearish calls from 56 analysts. Sentiment: predominantly bullish (57%). 79 total trade ideas tracked. Past 7 days: 7 bullish, 5 watch. Latest voices: Ole, Steve Saccoccia, TheValueist.