El Niño Crop Squeeze

The idea

I think this El Niño is squeezing harvests hard enough that crop prices keep climbing, so I want exposure to the crops themselves rather than the companies that grow or process them. The take leans on corn and soybean futures funds for direct conviction, broad agriculture baskets to cover the whole complex including crops without their own listed fund, and a sugar futures fund for the softs side. Futures can swing fast in both directions, so I keep a small cash reserve to add if there's a sharp dip, and I'd rethink the idea if the weather pattern breaks and yields start recovering.