WEAT Teucrium Wheat Fund Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
15:29
Sep 02
Sep 02
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.
MED
11:26
Sep 01
Sep 01
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.
MED
17:11
Aug 30
Aug 30
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.
HIGH
15:38
Aug 30
Aug 30
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.
MED
19:36
Aug 28
Aug 28
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
Aug 28
Aug 28
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.
LOW
16:35
Aug 28
Aug 28
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
Aug 28
Aug 28
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.
MED
12:24
Aug 27
Aug 27
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
Aug 27
Aug 27
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.
MED
05:30
Aug 27
Aug 27
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
Aug 26
Aug 26
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.
HIGH
18:25
Aug 26
Aug 26
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
Aug 26
Aug 26
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.
LOW
02:00
Aug 22
Aug 22
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.
HIGH
03:40
Aug 21
Aug 21
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.
HIGH
12:41
Aug 20
Aug 20
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.
HIGH
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
07:01
Aug 20
Aug 20
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.
MED
00:12
Aug 20
Aug 20
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.
HIGH
06:53
Aug 16
Aug 16
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.
MED
20:40
Aug 13
Aug 13
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.
MED
20:30
Aug 13
Aug 13
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.
HIGH
17:05
Aug 13
Aug 13
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.
HIGH
13:26
Aug 13
Aug 13
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
Aug 13
Aug 13
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
Aug 13
Aug 13
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.
HIGH
13:14
Aug 12
Aug 12
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
Aug 11
Aug 11
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.
About WEAT Analyst Coverage
Buzzberg tracks WEAT (Teucrium Wheat Fund) across 33 sources. 50 bullish vs 1 bearish calls from 47 analysts. Sentiment: predominantly bullish (45%). 109 total trade ideas tracked. Past 7 days: 6 bullish, 5 watch. Latest voices: Thread Guy, Anthony Stevens, Patrick Ceresna.