The Very Best Stocks For The Agriculture Bull Market

Dec. 21, 2022 10:45 AM ETADM, AGCO, ANDE, BG, CF, CP, CP:CA, DE, MOS, NTR, NTR:CA43 Comments
Leo Nelissen profile picture
Leo Nelissen


  • In this article, we start by assessing the agriculture outlook.
  • I believe we're in for a prolonged bull market, as supply growth is set to remain subdued, failing to keep up with robust demand growth.
  • Moreover, we're dealing with fertilizer issues and a high risk of droughts.
  • At the end, I present my favorite agriculture stocks, which offer trading and investment opportunities for investors.

Tractor miniature with coins on fertile soil land



Is it just me, or does time fly? We're already in the second half of the last month of 2022. This means it's time to look into 2023. One of the topics we discussed most in 2022 is agriculture. What started with a

Brent oil chart

TradingView (CBOT Corn, ICE Brent)

World Wheat Production vs Usage

CME Group

US corn grain yield trends

Purdue University

The impact of high natural gas prices on fertilizer prices

Youtube (aTrippyFarmer) - Explaining The Impact Of High Natural Gas Prices On Fertilizer Prices

US net farm income


Brazil fertilizer consumption


World coarse grains

CME Group

US balance sheets for corn, soybeans and wheat

University of Illinois

Falling corn production and exports


Seventh District States share of US agricultural output

Federal Reserve Bank of Chicago


University of Illinois

Share of Commercial Banks by Farm Loan Delinquency Rate, Q3 - is a clustered column chart showing the percent of banks with various levels of farm loan delinquency rates (None, 0 to 1%, 1 to 3% and Greater than 3%) during Q3, with columns for 2010, 2015, 2019 and 2022. Note: Delinquent farm loans include all agricultural loans past due 30 or more days or non-accruing. Source: Reports of Condition and Income and Federal Reserve Board of Governors

Federal Reserve Bank of Kansas City


TradingView (CBOT Wheat)

DE Stock Chart


Deere production and precision Ag

Deere & Company

AGCO Stock Chart


CP Stock Chart


Fertilizer stocks
Data by YCharts

Global Energy price and North American Production Margin Advantage

CF Industries

ADM Stock Chart


ADM business overview


ANDE stock Chart


USA ethanol production

Energy Information Administration

This article was written by

Leo Nelissen profile picture
Welcome to my Seeking Alpha profile!I'm a buy-side financial markets analyst specializing in dividend opportunities, with a keen focus on major economic developments related to supply chains, infrastructure, and commodities. My articles provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. I aim to keep you informed of the latest macroeconomic trends and significant market developments through engaging content. Feel free to reach out to me via DMs or find me on Twitter (@Growth_Value_) for more insights.Thank you for visiting my profile!

Disclosure: I/we have a beneficial long position in the shares of DE, CP, CF, MOS, ANDE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

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