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.
| Commodity | Category | Spot | vs last quarter | vs last LTM | Revenue | Cost |
|---|---|---|---|---|---|---|
| Baltic Dirty Tanker | Logistics | 8 492 USD | +223.1% | +309.8% | — | 1 |
| Electricity Spot | Electricity | 265.4 USD | +158.3% | +202.1% | 3 | 32 |
| Propane (Texas, USD/gallon) | Gas | 1.13 USD | +55.2% | +61.0% | 31 | — |
| Nat. gas in Europe (Dutch TTF) | Gas | 1 131 USD | +44.5% | +106.3% | 10 | — |
| Liquified Natural Gas | Gas | 24.35 USD | +44.4% | +87.1% | 4 | — |
| China Sulfur | Chemistry | 5 614 USDCNY | -36.3% | -6.8% | — | 3 |
| China Factory Posted Sulfur Spot | Chemistry | 835.4 USD | -35.5% | -4.1% | — | 1 |
| Wheat (Russia / Soyanews) | Agro | 9 470 USDRUB | -28.6% | -36.3% | 1 | — |
| Fuel Oil (Europe) | Oil and products | 615.4 USD | +27.2% | +33.0% | — | 1 |
| Cobalt (USD per tonne, BID) | Rare metals | 39 200 USD | -26.8% | -24.8% | 2 | — |
| Brent | Oil and products | 114.8 USD | +25.8% | +39.4% | 49 | 1 |
| US Swine | Agro | 69.10 USD | -23.2% | -21.9% | 1 | — |
| US Gulf Coast Kerosene-Type Jet Fuel | Oil and products | 4.63 USD | +22.5% | +52.4% | 2 | 1 |
| Aframax TD25 USG-UKC TCE, USD/day | Logistics | 209 250 USD | -20.9% | +113.7% | 3 | — |
| Palladium | Precious | 1 047 USD | -20.2% | -29.7% | 8 | — |
| Lithium Hydroxide CIF USD/TNE | Precious | 14 921 USD | -19.5% | -11.6% | 2 | — |
| WTI Crude Oil | Oil and products | 101.1 USD | +18.4% | +30.6% | 52 | 7 |
| LR1 TC5 AG-Japan TCE, USD/day | Logistics | 244 750 USD | +17.8% | +147.9% | 1 | — |
| LR2 TC1 AG-Japan TCE, USD/day | Logistics | 329 250 USD | +16.8% | +150.4% | 1 | — |
| Ammonia (Black Sea) | Chemistry | 423.9 USD | +16.1% | +21.9% | 4 | 2 |
| US Diesel Index (EIA) | Oil and products | 6.28 USD | +15.1% | +35.2% | 4 | 31 |
| VLSFO Global 20 Ports | Oil and products | 929.5 USD | +14.9% | +33.6% | — | 2 |
| VLSFO America | Oil and products | 962.5 USD | +14.6% | +29.0% | — | 2 |
| Silver | Precious | 54.07 USD | -13.9% | -21.1% | 22 | — |
| Steam coal (Australia) | Coal | 155.9 USD | +13.8% | +23.7% | 11 | — |
| US Crack Spread (oil refining) | Oil and products | 57.10 USD | -13.1% | +31.8% | 13 | — |
| Baltic Exchange Dry Index | Logistics | 2 660 USD | -12.8% | +7.8% | 1 | — |
| Henry Hub Gas | Gas | 2.53 USD | -12.6% | -23.9% | 68 | 16 |
| Rubber (China) | Raw | 3 141 USD | +12.5% | +21.9% | 1 | — |
| Lumber | Raw | 519.0 USD | -12.3% | -12.4% | 6 | — |
| Bitumen | Oil and products | 4 965 USDCNY | +10.8% | +28.7% | 1 | 2 |
| Platinum | Precious | 1 551 USD | -10.6% | -18.0% | 8 | — |
| Alumina FOB Australia (Platts) | Raw | 382.0 USD | +10.2% | +17.2% | 2 | — |
| Polyamide CFR Asia (USD/t) | Chemistry | 2 953 USD | +10.0% | +19.6% | 1 | — |
| Steam coal (Richards Bay, South Africa) | Coal | 123.3 USD | +9.9% | +27.9% | 1 | — |
| Suezmax TD20 WAF-UKC TCE, USD/day | Logistics | 429 250 USD | -9.7% | +235.7% | 5 | — |
| Ethanol (USD/Gal) | Agro | 1.83 USD | -8.5% | -0.5% | 1 | 2 |
| Hay and Hayseeds | Agro | 432.7 USD | +8.5% | +20.5% | — | 1 |
| N Mono Grade PolySilicon in China | Raw | 9.35 USD | +8.1% | -1.5% | 1 | — |
| MR TC7 Singapore-EC Aus TCE, USD/day | Logistics | 78 250 USD | -7.7% | +124.2% | 2 | — |
| Coking coal (Australia) | Coal | 261.5 USD | +7.7% | +14.4% | 13 | 2 |
| Polypropylene | Raw | 160 240 USDRUB | +7.6% | +20.0% | 1 | — |
| Gold (RUB) | Precious | 10 411 USDRUB | -7.2% | -7.0% | 3 | — |
| Iron Ore | Iron ore | 90.33 USD | -7.2% | -11.8% | 8 | — |
| Galvanized coil | Metal | 99 500 USDRUB | +6.7% | +5.9% | 2 | — |
| Potash (US Gulf Nola) | Chemistry | 716.1 USD | -6.7% | -6.4% | 2 | 1 |
| US Sunflower Oil | Agro | 1 677 USD | -6.6% | -3.0% | 1 | — |
| Tin (Sn) | Precious | 50 850 USD | -6.1% | +5.6% | 1 | — |
| Gold | Precious | 4 017 USD | -5.9% | -9.7% | 47 | — |
| Nickel | Precious | 15 760 USD | -5.9% | -6.7% | 7 | — |
| Aluminum | Precious | 3 047 USD | -5.5% | -4.7% | 4 | — |
| Corn US | Agro | 454.0 USD | -4.9% | +1.4% | 2 | 2 |
| North America Fertilizer Index (Green Markets) | Chemistry | 802.4 USD | +4.7% | +4.3% | 4 | — |
| Rhodium (Rh) USD/ounce | Rare metals | 9 150 USD | +4.6% | -0.3% | 4 | — |
| Wheat US (SRW) Export Price | Agro | 270.0 USD | -4.4% | +7.8% | 3 | 1 |
| Titanium Dioxide (China, RMB/t) | Rare metals | 14 260 USDCNY | -4.3% | -4.0% | 1 | — |
| US Gasoline Index (EIA) | Oil and products | 3.04 USD | -3.4% | -2.6% | 4 | — |
| Truck Rate (spot) $/mile | Logistics | 3.06 USD | +3.2% | +19.8% | — | 1 |
| Wet Process Corn Byproducts | Agro | 184.2 USD | +3.1% | +6.6% | — | 1 |
| HRC (China) | Metal | 3 212 USDCNY | -3.1% | -3.7% | 5 | — |
| Cannabis Spot Index | Cannabis | 1 096 USD | +3.0% | +3.0% | 5 | — |
| Beef | Agro | 365.8 USD | -2.7% | -3.0% | 1 | — |
| Coking coal (China) | Coal | 1 419 USDCNY | +2.1% | +18.3% | 1 | 1 |
| Chicken | Agro | 2.04 USD | +2.0% | +1.3% | 1 | — |
| Steam coal (US) | Coal | 50.59 USD | +2.0% | +0.3% | 3 | 1 |
| DAP FOB NOLA | Chemistry | 802.5 USD | +1.9% | +11.1% | 2 | — |
| DAP China | Chemistry | 802.5 USD | +1.9% | +11.1% | 1 | — |
| Zinc | Precious | 3 814 USD | +1.9% | +12.8% | 8 | — |
| Iron and Steel Scrap | Scrap | 581.0 USD | -1.8% | +1.9% | — | 4 |
| Freightos Baltic Index | Logistics | 3 560 USD | -1.8% | +42.5% | 4 | 1 |
| Manganese Ore | Rare metals | 28.75 USDCNY | -1.8% | -8.1% | 2 | — |
| Diamond Index | Precious | 81.30 USD | -1.5% | -3.8% | 2 | — |
| Northern bleached softwood kraft | Raw | 1 330 USD | +1.5% | +6.7% | 4 | — |
| Diamond Prices Index | Precious | 81.31 USD | -1.5% | -3.8% | 1 | — |
| Chicken (broiler, RUB / kg) | Agro | 276.3 USDRUB | -1.5% | +8.0% | 1 | — |
| Molybdenum (USD per pound) | Rare metals | 36.00 USD | +1.3% | +17.8% | 6 | — |
| Lead | Precious | 1 923 USD | +1.3% | -2.0% | 3 | — |
| Uranium (Cameco) | Rare metals | 89.63 USD | +1.2% | +5.0% | 2 | — |
| CRC (China) | Metal | 3 730 USDCNY | -1.0% | -2.8% | 2 | — |
| VLCC TD3C AG-China TCE, USD/day | Logistics | 1 347 500 USD | +1.0% | +191.5% | 4 | — |
| Cement | Other | 262.9 USD | +0.9% | +2.6% | 1 | — |
| Norway Salmon Price, NOK/kg | Agro | 70.84 USDNOK | -0.9% | -2.5% | 1 | — |
| Welded pipe (102, 3.5) | Pipe | 60 250 USDRUB | -0.8% | +3.8% | 2 | — |
| UAN (Black Sea) | Chemistry | 487.5 USD | -0.8% | +12.3% | 5 | — |
| Copper | Precious | 14 509 USD | +0.7% | +10.4% | 29 | — |
| Phosphoric Acid | Chemistry | 168.0 USD | +0.6% | +6.6% | — | 1 |
| Pipeline Transportation of Crude Oil | Logistics | 355.1 USD | +0.5% | +0.5% | 1 | 1 |
| Urea (FOB China) | Chemistry | 400.0 USD | -0.4% | -19.5% | 5 | — |
| AN (Black Sea) | Chemistry | 660.8 USD | +0.4% | +9.0% | 5 | — |
| CRC (Russia) | Metal | 70 100 USDRUB | +0.2% | -4.4% | 4 | — |
| Food Oils and Oilseeds | Agro | 128.4 USD | +0.1% | +6.5% | 1 | 3 |
| HRC (Russia) | Metal | 63 500 USDRUB | -0.0% | +7.9% | 4 | — |
| Containerboards. Fluting cellulose B1 | Other | 55 347 USDRUB | -0.0% | -0.2% | 1 | — |
| Lean pork (Russia / Soyanews) | Agro | 1 900 USD | +0.0% | +0.0% | 1 | — |
1 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.