12 Best Commodity Stocks to Buy Right Now

In this article, we will discuss the 12 Best Commodity Stocks to Buy Right Now.

The ongoing market environment is marked by shifting global supply, demand, and investor sentiment amid the evolution of the commodities cycle. Yet precious metals are seen leading gains alongside industrial metals, as evidenced by the Bloomberg Commodity Index (BCOM), which is up 10% so far in 2025 as of November 19, 2025. Furthermore, four of the six BCOM sectors have recorded gains in Q3, according to Jim Wiederhold, Commodity Indices Product Manager at Bloomberg. With petroleum rising 4%, grains and energy sectors remain exceptions.

Meanwhile, on November 10, Reuters reported that China’s major commodity imports largely eased in October. Iron ore was seen as resilient even as declines were noted in crude oil, natural gas, and coal, reflecting where demand remains robust amid broader softness.

Amid this volatility, concerns are emerging surrounding the sustainability of the performance. On October 30, 2025, the World Bank’s Commodity Markets Outlook highlighted a 7% expected decline in global commodity prices in 2026. This decline is anticipated due to subdued global economic activity, persistent trade tensions, and excess oil supplies. On the other hand, precious metals are projected to grow at 5%.

On the other hand, Reuters reported on November 13 that global LNG supply could grow by 10.2% in 2026, thanks to U.S. expansions. Kpler’s commodity analysts, particularly its lead analyst Go Katayama, believe U.S. LNG capacity could potentially moderate recent gains, as it is projected to grow to 130 million tons in 2026, a significant rise from 90 million tons in 2024. Meanwhile, based on estimates, the capacity is expected to hit 110 million tons in 2025.

With this context in mind, let’s move to the 12 best commodity stocks to buy right now.

Our Methodology

To curate our list of the 12 Best Commodity Stocks to Buy Right Now, we used financial media sources, ETFs, and screeners to identify commodity stocks with significant hedge fund interest. We used Insider Monkey’s hedge fund database, which tracks 983 stocks as of Q2 2025. Our list is presented in ascending order based on the number of hedge funds holding stakes in each stock.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

12. Air Products and Chemicals, Inc. (NYSE:APD)

Number of Hedge Fund Holders: 53

Air Products and Chemicals, Inc. (NYSE:APD) is one of the 12 best commodity stocks to buy right now.

On November 11, 2025, The Fly reported that Air Products and Chemicals, Inc. (NYSE:APD) saw its price target reduced from $375 to $325 by Evercore ISI, while maintaining its “Outperform” rating. With the firm noting a shift away from earnings-driven moves among chemical companies, it also highlighted Q4 guidance below expectations. Despite this, the firm noted that these stocks gained 6% on average post-results.

Evercore’s price revision followed the company’s Q4 FY25 results, announced on November 7. Air Products and Chemicals, Inc. (NYSE:APD) reported EPS of $3.39, compared to the $3.38 forecast. The company’s focus on its cost-reset strategy was evident during the quarter, as it tightened capital deployment through a 16% workforce reduction. Meanwhile, full-year EPS reached $12.03, a decrease of 3% on a year-over-year basis. However, earnings met the company’s guidance. At the same time, operating margins remained stable at 23.7%, and the company returned $1.6 billion to shareholders, maintaining its commitment to capital efficiency.

Furthermore, Air Products and Chemicals, Inc. (NYSE:APD)’s management discussed its project delivery, noting that the NEOM green hydrogen development is nearly 90% complete and on track to achieve ammonia output in 2027. For FY26, the company sees a 9% EPS growth, modestly positive cash flow, and about $4 billion in capital spending.

Air Products and Chemicals, Inc. (NYSE:APD), operating across North America, Europe, Asia, and the Middle East, runs a global network of industrial gas, hydrogen, and large-scale energy transition projects.

11. EOG Resources, Inc. (NYSE:EOG)

Number of Hedge Fund Holders: 53

With significant hedge fund interest, EOG Resources, Inc. (NYSE:EOG) secures a spot on our list of the 12 best commodity stocks to buy right now.

On November 11, 2025, EOG Resources, Inc. (NYSE:EOG) saw its price target maintained by RBC Capital at $145 with a “Buy” rating.

This was followed by EOG Resources, Inc. (NYSE:EOG)’s solid Q3 results, marking $1.5 billion in net income with $1.4 billion in free cash flow. Meanwhile, disciplined operating costs, alongside consistent performance across its core basins, helped the company record adjusted EPS of $2.71 and adjusted operating cash flow per share of $5.57.

During the quarter, EOG Resources, Inc. (NYSE:EOG) reinforced its commitment to shareholder returns, recording $1 billion in dividends and repurchases. Regular dividend payments increased 8% YoY, while buybacks reached nearly $450 million. The quarterly dividend payment reached a record high of nearly $550 million.

Furthermore, EOG Resources, Inc. (NYSE:EOG) raised its free cash flow guidance to $4.5 billion and ended the quarter with $3.5 billion in cash and $7.7 billion in long-term debt. Looking ahead, the company remains confident in its resilience amid short-term oil supply challenges, thanks to a robust portfolio that includes the Delaware Basin, Eagle Ford, Utica, and emerging gas plays.

EOG Resources, Inc. (NYSE:EOG), a U.S.-based oil and gas producer, operates large-scale shale assets across the Permian, Eagle Ford, Utica, and domestic gas resources.

10. The Mosaic Company (NYSE:MOS)

Number of Hedge Fund Holders: 54

With significant hedge fund interest, The Mosaic Company (NYSE:MOS) secures a spot on our list of the 12 best commodity stocks to buy right now.

On November 12, 2025, The Fly reported that Goldman Sachs reiterated its “Buy” rating on The Mosaic Company (NYSE:MOS) but lowered its price target from $37 to $33. The investment firm cited the company’s Q3 performance, marked by positive results from Fertilizantes and reduced Phosphate sales volume guidance.

Earlier, on November 5, The Mosaic Company (NYSE:MOS) reported its Q3 results. The quarter marked a significant turnaround, with net income rising to $411 million from $122 million in the same quarter previous year. Meanwhile, adjusted EBITDA rose to $806 million from $448 million. This robust improvement was driven by strong realizations and effective cost control, according to management.

However, The Mosaic Company (NYSE:MOS) noted higher inventory levels and pricing, resulting in an increase of over $400 million in working capital. At the same time, the company’s operating cash flow reached $229 million. The management believes liquidity control remains its key focus.

Looking ahead, The Mosaic Company (NYSE:MOS) looks to capitalize on its cost-savings trajectory. The company remains confident about achieving $250 million in savings by 2026, having already recorded $150 million in initial reductions. Furthermore, it expects resilience to continue in Brazil amid credit challenges, with improving asset health in phosphate operations expected to support more stable production levels in 2026.

The Mosaic Company (NYSE:MOS) is a producer of phosphate and potash crop nutrients, supplying customers across North and South America and international markets.