Dacs all sweet that side of things. I still reckon the purest way to play is through fert and herbicides. Only have to look what stocks ran through part 1 of the Food crisis. You also generally have to put the fert out before any idea of production particularly with the phosphates so demand is at the front end of the production year.
Remember food output is strongly correlated to fertilizer consumption. And still a lot of the world's staple crops are rain fed. Water is also a highly regulated sector where governments will almost certainly move to restrict profiteering by investors like you and I.
