This is particularly significant because natural gas is a key feedstock for nitrogen fertilizer production, meaning disruptions in energy markets can quickly spill over into agriculture. We also have to remember that the Strait of Hormuz is a critical route in the global nitrogen fertilizer market, which accounts for nearly 60% of global fertilizer use and is especially vital for crops such as corn and other grains. Longer disruptions to that flow through the Strait of Hormuz could cause some major issues for global food prices and supply.

Analysts at Goldman Sachs added, “We anticipate that March 2026 will set a new record for agricultural ETF inflows over the next few sessions, overtaking March 2022 during the Russian invasion of Ukraine as the strongest month on record.” 

That being said, investors may want to consider ETFs such as:

Invesco DB Agriculture Fund Offers Broad Commodity Exposure

The Invesco DB Agriculture Fund (NYSEARCA: DBA) ETF offers investors an inexpensive way to trade commodity futures. At the moment, it offers exposure to corn, soybeans, wheat, soybean oil, and cotton, to name a few.

It has an expense ratio of 0.9% and pays a yearly dividend; its last payment was just over 91 cents a share on December 26. Before that, it paid out just over $1.08 a share a year earlier. 

Since the year began, the DBA ETF rallied from $25.43 to a recent high of $26.94. From here, we’d like to see it test $30 a share.

iShares MSCI Agriculture Producers ETF Targets Agribusiness Stocks

If more traditional stock-based ETFs are more your style, you can consider the iShares MSCI Agriculture Producers ETF (NYSEARCA: VEGI). The fund offers exposure to companies that produce fertilizers and agricultural chemicals, farm machinery, and packaged foods and meats. 

The ETF has an expense ratio of 0.39% and also pays a dividend twice a year. Its last one was for just over 49 cents, paid on December 19. Before that, it paid out just over 40 cents on June 20. The dividend has a yield of 1.56% as of this writing.

Some of its top holdings include Deere & Co. (NYSE: DE), Corteva (NYSE: CTVA), Nutrien (NYSE: NTR), Archer Daniels Midland (NYSE: ADM), Bunge Global (NYSE: BG), and CF Industries (NYSE: CF). Also, since the start of the year, VEGI ran from a low of about $39 to a high of $47.22. Now back to $45.17, it’s just starting to pivot higher again. We’d like to see it initially test $50.

WisdomTree Agriculture ETF Provides Diversified Futures Exposure

With an expense ratio of 0.49%, the WisdomTree Agriculture (LSE: AIGA) ETF provides “investors with a total return exposure to a basket of Agriculture futures contracts. The ETC aims to replicate the Bloomberg Commodity Agriculture Subindex 4W Total Return Index (BCOMAG4T) by tracking the Bloomberg Agriculture Sub Excess Return Index,” as noted by Wisdom Tree. 

At the moment, soybeans, corn, soybean oil, soy meal, coffee, sugar, wheat, cotton, and cocoa make up the composition of the fund. 

Agriculture ETFs Could Benefit From Rising Food and Fertilizer Prices

In summary, agriculture ETFs are gaining momentum as geopolitical tensions disrupt critical trade routes and threaten global fertilizer supplies.

Funds like DBA, VEGI, and AIGA provide investors with diversified exposure across agricultural commodities, fertilizer producers, and agribusiness companies. As concerns surrounding food inflation and supply shortages continue to grow, agriculture ETFs could remain attractive for investors seeking exposure to one of the market’s strongest emerging macro trends. If fertilizer disruptions persist and commodity prices continue climbing, these ETFs may benefit from rising investor demand and renewed institutional inflows throughout the year.