MOO ETF looks like the best setup for the next 30-90 days with this war and feed prices climbing

I have been scrolling through forums and social media and it is clear small farmers and backyard chicken owners are getting hit hard right now. People are posting about alfalfa feed prices jumping and other inputs costing more every week. That lines up with what we are seeing from the Middle East mess. The US blockade on Iranian ports and the fighting around the Strait of Hormuz has cut off a big chunk of global fertilizer shipments. Fertilizer prices are already up over 50 percent year over year and that flows straight into higher grain and feed costs. Gas and diesel prices are climbing too which makes hauling feed and running equipment more expensive. On top of that you have layers of regulations on everything from ethanol blends to farm inputs that keep squeezing margins for producers but boost demand for the companies that supply them. MOO the VanEck Agribusiness ETF holds the exact names that win in this environment. Tractor Supply is in there and it should keep driving the ETF higher as ranchers and farmers stock up on feed supplements and equipment at these elevated prices. It also owns pieces of ADM and Bunge which process the grains into actual livestock feed and they have been reporting solid volumes even with the volatility. Fertilizer names like Nutrien Mosaic and CF Industries sit in the fund too and they are printing money on the price spike. Corteva and Deere round it out for the seed and machinery side. Analysts are calling for continued strength in ag inputs through the summer because food inflation is not going away anytime soon. Forward PE ratios on the main holdings look reasonable mostly in the mid teens to low twenties which gives room to run if earnings keep beating. Recent quarterly reports from these companies show the nutrition and crop protection segments holding up better than expected despite the broader noise. This is not some long term bet it is a short term trade on real supply chain pressure from the war and the follow on effects on feed. The setup is straightforward and the holdings are positioned perfectly.