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Supply Shock in MidEast Long '26: Food Commodities
8 tickers · $134.71B total market cap
Group: Supply Shock in MidEast Long
Geopolitical instability, particularly in the Middle East, is driving significant supply chain disruptions and elevated input costs (energy, fertilizer) for food commodities. While global production forecasts are mixed, these cost pressures and regional supply threats are likely to sustain upward price momentum through mid-2026, making the bull case more compelling.
Supply Shock in MidEast Long '26: Food Commodities tracks 8 publicly listed stocks in this theme: ADM, AGRO, ANDE, BG, CTVA, GPRE, REX, SEB. See the constituent table for details.
Thesis update: 2026-03-24
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Corteva, Inc.CTVA | 05/05/2026 | 05/05/2026 | -3.42% | 0.10% | 16.03% | -3.37% | $54.23B | 12.5000 |
Archer-Daniels-Midland CompanyADM | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -1.09% | 2.29% | 13.26% | 1.76% | $39.00B | 12.5000 |
Bunge Global S.A.BG | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.52% | 0.56% | 10.90% | -3.79% | $24.18B | 12.5000 |
Adecoagro S.A.AGRO | 03/16/2026 | — | 25.05% | — | 7.07% | — | $7.59B | 12.5000 |
Seaboard CorporationSEB | 05/05/2026 | 05/05/2026 | -3.82% | -12.19% | 5.88% | -1.64% | $4.46B | 12.5000 |
The Andersons, Inc.ANDE | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -3.21% | -14.09% | 22.25% | 2.49% | $2.41B | 12.5000 |
REX American Resources CorporationREX | 03/26/2026 (BMO) | 05/28/2026 (BMO) | 15.35% | — | 3.45% | — | $1.66B | 12.5000 |
Green Plains Inc.GPRE | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 9.40% | 7.19% | 18.84% | -10.94% | $1.19B | 12.5000 |
| Average | 4.47% | -2.69% | 12.21% | -2.58% | $16.84B | 12.5000 | ||
| Median | -1.80% | 0.33% | 12.08% | -2.50% | $6.03B | 12.5000 | ||
| Std Dev | 10.22% | 7.76% | 6.18% | 4.42% | $18.92B | 0.0% | ||
| Min | -3.82% | -14.09% | 3.45% | -10.94% | $1.19B | 12.5000 | ||
| Max | 25.05% | 7.19% | 22.25% | 2.49% | $54.23B | 12.5000 | ||
| % Positive Tickers | 37.50% | 66.67% | 100.00% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.