Geopolitics Alpha

Black Sea grain shipments: several countries consider roles as guarantors

Published . Updated .

Key takeaways

  • US secretary of state Marco Rubio on Saturday stated India and Türkiye have proposed ideas to facilitate the movement of
  • Exposed: DBA, WEAT, CF, MOS, ADM
  • Market reaction: price tracking starts with the next trading session.

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Black Sea grain shipments: several countries consider roles as guarantors

US secretary of state Marco Rubio on Saturday stated India and Türkiye have proposed ideas to facilitate the movement of

Directly affected

  • No company is named in this report.

Indirectly affected

  • DBA Invesco DB Agriculture Fund-6.1% 30d

    Invesco DB Agriculture Fund: it follows farm commodity prices. Linked by “grain” (grains and farm goods) in this story.

  • WEAT Teucrium Wheat Fund-5.5% 14d

    Teucrium Wheat Fund: it follows farm commodity prices. Linked by “grain” (grains and farm goods) in this story.

  • INDA iShares MSCI India ETF-3.0% 18d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).

  • TUR iShares MSCI Turkey ETF-19.3% 30d

    iShares MSCI Turkey ETF holds stocks listed in Turkey, which this story is about (“türkiye”).

  • CF CF Industries Holdings-0.2% 30d

    CF Industries Holdings (agricultural chemicals): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story.

  • MOS The Mosaic-23.0% 30d

    The Mosaic (agricultural chemicals): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story.

  • ADM Archer-Daniels-Midland-10.8% 30d

    Archer-Daniels-Midland (fats and oils): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story.

  • DE Deere-0.3% 30d

    Deere (farm machinery and equipment): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
DBA+2.11%+1.22%baseafter closeafter closeafter closeafter close
WEAT+0.68%+1.09%baseafter closeafter closeafter closeafter close
INDANo price data for this ticker———————
TURNo price data for this ticker———————
CF+2.69%+5.55%baseafter closeafter closeafter closeafter close
MOS-0.76%-0.38%baseafter closeafter closeafter closeafter close
ADM+9.32%+8.87%baseafter closeafter closeafter closeafter close
DE-3.81%+1.40%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Black Sea grain shipments: several countries consider roles as guarantors Shipping Telegraph

Source: Shipping Telegraph

Invesco Db Agriculture Fund (DBA) compared with industrial stocks (XLI) since 4 Nov 2026

CompanyWhenMoveStatus
Archer-Daniels-Midland (ADM)three days earlier+8.87%final price
Archer-Daniels-Midland (ADM)five days earlier+9.32%final price
CF Industries Holdings (CF)three days earlier+5.55%final price
CF Industries Holdings (CF)five days earlier+2.69%final price
Invesco Db Agriculture Fund (DBA)three days earlier+1.22%final price
Invesco Db Agriculture Fund (DBA)five days earlier+2.11%final price
Deere (DE)three days earlier+1.40%final price
Deere (DE)five days earlier-3.81%final price
Mosaic (MOS)three days earlier-0.38%final price
Mosaic (MOS)five days earlier-0.76%final price
Teucrium Commodity Trust (WEAT)three days earlier+1.09%final price
Teucrium Commodity Trust (WEAT)five days earlier+0.68%final price

Where this story sits: Black Sea

Black Sea

Geopolitics Alpha has 13 stories about Black Sea from the past 7 days and 54 stories from the past 30. That is about its usual pace over the past month. “Black Sea grain shipments: several countries consider roles as guarantors” is tagged to Black Sea.

Companies in shipping around Invesco Db Agriculture Fund (DBA)

Companies mentioned with this story

  • DBA Invesco Db Agriculture Fund

    For “Black Sea grain shipments: several countries consider roles as guarantors,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Invesco DB Agriculture Fund: it follows farm commodity prices. Linked by “grain” (grains and farm goods) in this story

  • WEAT Teucrium Commodity Trust

    In “Black Sea grain shipments: several countries consider roles as guarantors,” Teucrium Commodity Trust (WEAT) is linked, with no stored direction, medium confidence. Reason on file: Teucrium Wheat Fund: it follows farm commodity prices. Linked by “grain” (grains and farm goods) in this story

  • CF CF Industries Holdings

    CF Industries Holdings (CF) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Black Sea grain shipments: several countries consider roles as guarantors.” Reason on file: CF Industries Holdings (agricultural chemicals): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story

  • MOS Mosaic

    In “Black Sea grain shipments: several countries consider roles as guarantors,” Mosaic (MOS) is linked, with no stored direction, medium confidence. Reason on file: The Mosaic (agricultural chemicals): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story

  • ADM Archer-Daniels-Midland

    For “Black Sea grain shipments: several countries consider roles as guarantors,” Archer-Daniels-Midland (ADM) is linked, with no stored direction, medium confidence. Reason on file: Archer-Daniels-Midland (fats and oils): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story

  • DE Deere

    Deere (DE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Black Sea grain shipments: several countries consider roles as guarantors.” Reason on file: Deere (farm machinery and equipment): crop traders and farm suppliers move with grain prices and trade. Linked by “grain” (grains and farm goods) in this story

How shipping news reaches Invesco Db Agriculture Fund (DBA)

Invesco Db Agriculture Fund (DBA) is the company in “Black Sea grain shipments: several countries consider roles as guarantors,” the 4 Nov 2026 Black Sea story.

Invesco Db Agriculture Fund (DBA) is on the page because Invesco DB Agriculture Fund: it follows farm commodity prices. Linked by “grain” (grains and farm goods) in this story

Teucrium Commodity Trust (WEAT) is here too. Its reason reads: Teucrium Wheat Fund: it follows farm commodity prices. Linked by “grain” (grains and farm goods) in this story

Price levels for Invesco Db Agriculture Fund (DBA)

CF traded between 110.63 and 123.53 across 20 sessions. The latest close on file is 120.32. DBA traded between 26.80 and 28.86 across 20 sessions. The latest close on file is 26.80. WEAT traded between 24.46 and 26.41 across 11 sessions. The latest close on file is 25.07.

A simple score for Invesco Db Agriculture Fund (DBA)

46 out of 100

“Black Sea grain shipments: several countries consider roles as guarantors” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.