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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
Nat. gas in Europe (Dutch TTF)Gas996.8 USD+78.4%+119.6%3
Liquified Natural GasGas21.55 USD+58.7%+84.8%6
Freightos Baltic IndexLogistics3 520 USD+53.8%+63.7%41
US Crack Spread (oil refining)Oil and products64.59 USD+51.7%+115.4%5
Urea (FOB China)Chemistry400.0 USD-40.1%-21.8%5
Coking coal (China)Coal1 628 USDCNY+35.7%+46.5%11
Wheat (Russia / Soyanews)Agro11 250 USDRUB-29.1%-24.8%1
Baltic Exchange Dry IndexLogistics3 521 USD+29.0%+60.0%1
BitumenOil and products5 259 USDCNY+23.2%+45.3%12
Wheat US (SRW) Export PriceAgro303.0 USD+19.7%+28.8%31
Hay and HayseedsAgro427.2 USD+17.2%+27.4%1
Titanium Dioxide (China, RMB/t)Rare metals14 060 USDCNY-16.1%-3.3%1
Corn USAgro512.0 USD+15.5%+19.4%23
US Gulf Coast Kerosene-Type Jet FuelOil and products4.34 USD+15.1%+65.1%21
Coking coal (Australia)Coal274.0 USD+15.1%+27.2%132
Manganese OreRare metals29.05 USDCNY-13.4%-7.4%2
SilverPrecious63.37 USD-13.3%+0.9%19
Lithium Hydroxide CIF USD/TNEPrecious18 143 USD-13.1%+25.9%2
Soybeans (ZS) USDAgro1 321 USD+13.0%+20.3%1
HRC (Russia)Metal65 500 USDRUB+12.9%+12.8%4
ZincPrecious3 898 USD+12.4%+23.7%6
BrentOil and products107.9 USD+11.6%+40.9%341
Ammonia (Black Sea)Chemistry406.1 USD+11.3%+20.0%42
Soybean Meal (ZM) USDAgro353.6 USD+11.2%+16.5%1
China Factory Posted Sulfur SpotChemistry1 225 USD+10.8%+92.9%1
WTI Crude OilOil and products102.6 USD+10.7%+41.9%287
US Diesel Index (EIA)Oil and products5.97 USD+10.5%+41.5%422
Molybdenum (USD per pound)Rare metals35.90 USD+10.4%+26.4%1
North America Fertilizer Index (Green Markets)Chemistry787.8 USD-10.0%+3.6%4
Alumina FOB Australia (Platts)Raw351.1 USD+9.9%+7.3%2
Steam coal (Australia)Coal149.2 USD+9.6%+24.9%11
Rubber (China)Raw3 009 USD+9.6%+23.5%1
Gold (RUB)Precious11 776 USDRUB+9.2%+10.9%3
NickelPrecious16 599 USD-9.0%+0.6%6
China SulfurChemistry8 289 USDCNY+9.0%+86.2%3
PalladiumPrecious1 290 USD-8.9%-11.7%9
Food Oils and OilseedsAgro130.7 USD+8.6%+11.5%14
Phosphoric AcidChemistry167.3 USD+8.0%+8.7%1
PlatinumPrecious1 779 USD-7.4%-1.6%8
Welded pipe (102, 3.5)Pipe60 100 USDRUB+7.3%+2.4%2
AluminumPrecious3 280 USD-6.9%+7.6%3
Galvanized coilMetal98 500 USDRUB+6.8%+3.3%2
Fuel Oil (Europe)Oil and products539.3 USD-6.5%+21.7%1
Iron OreIron ore98.10 USD-6.2%-5.4%7
US SwineAgro92.29 USD+6.0%-4.3%2
Rhodium (Rh) USD/ounceRare metals9 825 USD+5.9%+13.1%4
Tin (Sn)Precious54 750 USD+5.9%+27.0%1
DAP FOB NOLAChemistry800.0 USD+5.8%+11.6%2
DAP ChinaChemistry800.0 USD+5.8%+11.6%1
Ethanol (USD/Gal)Agro2.06 USD+5.7%+14.5%12
PolypropyleneRaw151 550 USDRUB+5.6%+19.0%1
Norway Salmon Price, NOK/kgAgro68.07 USDNOK-5.4%-6.4%1
Uranium (Cameco)Rare metals89.68 USD+5.3%+9.0%2
Potash (US Gulf Nola)Chemistry744.7 USD-5.2%-1.6%21
Northern bleached softwood kraftRaw1 271 USD+5.1%+1.9%1
CopperPrecious14 375 USD+5.0%+17.4%20
Polyamide CFR Asia (USD/t)Chemistry2 851 USD+4.7%+21.6%1
Cannabis Spot IndexCannabis1 088 USD+4.6%+1.5%5
LumberRaw573.5 USD-4.4%-4.8%3
GoldPrecious4 323 USD-4.2%+1.8%40
Propane (Texas, USD/gallon)Gas0.833 USD+4.2%+20.0%16
N Mono Grade PolySilicon in ChinaRaw8.96 USD+4.1%-7.8%1
Iron and Steel ScrapScrap580.5 USD-4.1%+5.1%4
LeadPrecious1 900 USD-3.6%-4.5%3
UAN (Black Sea)Chemistry487.5 USD-3.3%+30.0%5
Henry Hub GasGas2.83 USD-3.3%-16.1%4615
VLSFO AmericaOil and products886.5 USD-3.2%+29.0%2
Diamond IndexPrecious82.16 USD-2.8%-5.1%1
Wet Process Corn ByproductsAgro176.4 USD-2.8%+3.9%1
AN (Black Sea)Chemistry656.3 USD-2.7%+14.4%5
Diamond Prices IndexPrecious82.17 USD-2.7%-5.1%1
Steam coal (US)Coal49.21 USD-2.5%-0.2%31
CRC (Russia)Metal70 500 USDRUB-2.2%-7.2%4
US Sunflower OilAgro1 787 USD+1.8%+8.1%1
CementOther262.3 USD+1.7%+3.1%1
ChickenAgro1.98 USD-1.4%-2.3%2
SPIMEX national natural gas index (RF)Gas7 107 USDRUB-1.2%-1.2%1
HRC (China)Metal3 358 USDCNY-0.9%-0.1%5
VLSFO Global 20 PortsOil and products851.0 USD-0.8%+35.6%2
CRC (China)Metal3 800 USDCNY-0.8%-1.9%2
US Gasoline Index (EIA)Oil and products3.17 USD+0.4%+0.0%4
Pipeline Transportation of Crude OilLogistics354.6 USD+0.3%+0.6%11
Containerboards. Fluting cellulose B1Other55 347 USDRUB-0.2%-0.7%1
Chicken (broiler, RUB / kg)Agro232.3 USDRUB+0.0%+2.9%1
Lean pork (Russia / Soyanews)Agro1 900 USD+0.0%+0.0%1

5 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.