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Commodity price dynamics

Price dynamics for the commodities the platform's issuers are priced off. The focus is how far the current (spot) price has moved from what is baked into the latest financials: vs the average over the last reported quarter and the last reported LTM (12 months). A positive delta = the commodity rose since the report (a tailwind for producers' revenue, a headwind for consumers). Sorted by the size of the move vs last quarter. Click a commodity for its price chart and every linked company.

CommodityCategorySpotvs last quartervs last LTMRevenueCost
China Factory Posted Sulfur SpotChemistry1 410 USD+132.6%+220.5%1
China SulfurChemistry9 684 USDCNY+128.1%+207.8%4
US Crack Spread (oil refining)Oil and products46.49 USD+109.5%+92.8%5
US Gulf Coast Kerosene-Type Jet FuelOil and products3.57 USD+43.3%+63.2%21
Freightos Baltic IndexLogistics2 857 USD+37.2%+30.2%41
Baltic Dirty TankerLogistics2 834 USD+36.8%+104.0%11
VLSFO Global 20 PortsOil and products845.0 USD+33.5%+54.3%2
VLSFO AmericaOil and products892.5 USD+32.5%+46.2%3
Propane (Texas, USD/gallon)Gas0.843 USD+30.3%+21.6%111
US Diesel Index (EIA)Oil and products5.21 USD+30.2%+38.8%424
BitumenOil and products4 568 USDCNY+27.3%+33.4%12
PalladiumPrecious1 250 USD-26.8%-7.8%3
UAN (Black Sea)Chemistry500.0 USD+26.0%+66.1%3
WTI Crude OilOil and products90.75 USD+25.0%+39.3%359
DAP FOB NOLAChemistry782.5 USD+22.9%+13.3%11
DAP ChinaChemistry782.5 USD+22.9%+13.3%1
PlatinumPrecious1 698 USD-22.4%+6.3%2
Gold (RUB)Precious9 480 USDRUB-22.3%-5.6%3
Steam coal (Australia)Coal148.6 USD+21.9%+33.5%5
SilverPrecious65.03 USD-21.7%+22.8%17
Coking coal (China)Coal1 344 USDCNY+21.3%+31.6%22
Liquified Natural GasGas13.74 USD+20.6%+23.9%41
AN (Black Sea)Chemistry675.1 USD+19.6%+26.2%2
BrentOil and products93.71 USD+19.4%+35.6%231
Titanium Dioxide (China, RMB/t)Rare metals16 720 USDCNY+18.9%+18.6%1
N Mono Grade PolySilicon in ChinaRaw8.50 USD-17.8%-12.9%1
Lithium Hydroxide CIF USD/TNEPrecious20 780 USD+15.3%+82.7%2
GoldPrecious4 119 USD-15.2%+4.6%28
Electricity SpotElectricity57.80 USD-13.9%-1.3%122
US SwineAgro87.98 USD-13.7%-8.5%2
Ethanol (USD/Gal)Agro1.91 USD+10.0%+9.3%12
Truck Rate (spot) $/mileLogistics2.30 USD+9.7%+10.4%1
Tin (Sn)Precious53 056 USD+9.5%+38.6%1
AluminumPrecious3 474 USD+8.8%+24.8%4
Wet Process Corn ByproductsAgro183.4 USD+8.6%+9.4%1
CopperPrecious13 952 USD+8.4%+21.7%13
Iron and Steel ScrapScrap595.1 USD+8.0%+9.4%44
Phosphoric AcidChemistry159.6 USD+7.7%+6.6%1
Coking coal (Australia)Coal249.0 USD+7.5%+23.1%102
ZincPrecious3 480 USD+6.6%+17.9%5
Henry Hub GasGas3.22 USD-5.8%-8.8%2833
CRC (Russia)Metal71 100 USDRUB-5.3%-9.8%101
Uranium (Cameco)Rare metals84.18 USD-4.9%+7.1%1
North America Fertilizer Index (Green Markets)Chemistry799.6 USD+4.3%+12.5%31
Corn USAgro420.4 USD-4.2%-2.4%4
LumberRaw616.5 USD+3.9%+2.1%4
Urea (FOB China)Chemistry500.0 USD-3.4%+13.2%2
US Sunflower OilAgro1 795 USD+3.2%+13.6%1
HRC (China)Metal3 390 USDCNY+2.6%+1.9%51
Hay and HayseedsAgro333.7 USD-2.5%+4.0%1
Iron OreIron ore100.8 USD-2.5%-1.0%51
Food Oils and OilseedsAgro120.9 USD+1.8%+3.6%4
CRC (China)Metal3 858 USDCNY+1.6%-0.4%31
NickelPrecious17 754 USD+1.5%+12.6%5
Potash (US Gulf Nola)Chemistry787.5 USD+1.3%+7.7%21
Manganese OreRare metals31.95 USDCNY-1.3%+4.6%2
US Gasoline Index (EIA)Oil and products3.14 USD+1.3%-3.9%41
Soybean Meal (ZM) USDAgro304.1 USD-1.0%+2.4%1
Alumina FOB Australia (Platts)Raw321.1 USD+1.0%-4.1%1
Diamond Prices IndexPrecious85.11 USD+0.8%-4.4%1
Diamond IndexPrecious84.89 USD+0.6%-4.7%2
LeadPrecious1 965 USD-0.5%-1.2%2
ChickenAgro2.00 USD-0.5%-1.6%2
Ammonia (Black Sea)Chemistry327.2 USD-0.5%-1.8%22
Soybeans (ZS) USDAgro1 127 USD+0.5%+5.6%1
Cannabis Spot IndexCannabis1 044 USD+0.4%-1.6%5
Welded pipe (89, 3.5)Pipe55 075 USDRUB-0.1%-7.2%1
Pipeline Transportation of Crude OilLogistics353.7 USD+0.0%+0.9%11
Containerboards. Fluting cellulose B1Other55 414 USDRUB-0.0%-2.1%1

8 inactive benchmarks hidden (no recent price).

'vs last quarter' / 'vs last LTM' = spot relative to the average price over the last reported quarter / the last reported LTM (Commodities_Q_Values). 'Revenue' / 'Cost' = number of issuers for which the commodity is a revenue or cost driver (from the spot-potential model). Price source — EI1.