It isn't rocket science, but you can simply just scroll for yourself and see a lot of agri commodities have had some pretty awesome expansions in the last few months (some of these charts are pure sex parabolas in the making)


Again, I don't know the full nuance and detail, but I'm hearing you want to be paying attention to Potash and Phosphorus applications that are staples in fertilizer.
A lot of supply disruption via the Strait of Hormuz due to the ongoing conflict.
I think if you want to bet on higher prices and inflation eating into food costs, you could get exposure to agriculture ETFs that have direct exposure to these fert producers.
I think it's a safer play and has better risk parameters than gambling on oil or oil services.
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