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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
Freightos Baltic IndexLogistics3 665 USD+60.1%+70.4%41
US Crack Spread (oil refining)Oil and products68.12 USD+59.9%+127.2%5
Urea (FOB China)Chemistry403.5 USD-39.6%-21.1%5
Baltic Dirty TankerLogistics2 834 USD+36.8%+104.0%1
China Factory Posted Sulfur SpotChemistry1 412 USD+27.7%+122.3%1
China SulfurChemistry9 536 USDCNY+25.3%+114.1%3
Liquified Natural GasGas16.40 USD+20.8%+40.7%6
SilverPrecious59.62 USD-18.5%-5.1%19
Fuel Oil (Europe)Oil and products477.5 USD-17.2%+7.8%1
PlatinumPrecious1 625 USD-15.5%-10.1%6
Manganese OreRare metals29.25 USDCNY-12.8%-6.7%2
Ammonia (Black Sea)Chemistry320.8 USD-12.1%-5.2%42
North America Fertilizer Index (Green Markets)Chemistry771.6 USD-11.9%+1.5%4
Rhodium (Rh) USD/ounceRare metals8 250 USD-11.0%-5.0%2
US Gulf Coast Kerosene-Type Jet FuelOil and products3.38 USD-10.4%+28.5%21
AluminumPrecious3 165 USD-10.1%+3.9%3
PalladiumPrecious1 273 USD-10.1%-12.9%7
Propane (Texas, USD/gallon)Gas0.726 USD-9.2%+4.6%26
GoldPrecious4 103 USD-9.1%-3.4%41
LumberRaw654.5 USD+9.1%+8.7%3
Phosphoric AcidChemistry168.4 USD+8.7%+9.4%1
HRC (Russia)Metal62 900 USDRUB+8.4%+8.3%3
WTI Crude OilOil and products84.89 USD-8.4%+17.4%427
Lithium Hydroxide CIF USD/TNEPrecious19 148 USD-8.3%+32.9%2
Welded pipe (102, 3.5)Pipe60 600 USDRUB+8.2%+3.3%1
Molybdenum (USD per pound)Rare metals34.90 USD+7.4%+22.9%1
Titanium Dioxide (China, RMB/t)Rare metals15 600 USDCNY-6.9%+7.3%1
Coking coal (China)Coal1 278 USDCNY+6.5%+15.0%11
Food Oils and OilseedsAgro128.1 USD+6.4%+9.3%14
Iron OreIron ore97.96 USD-6.3%-5.6%7
Soybeans (ZS) USDAgro1 242 USD+6.2%+13.1%1
Coking coal (Australia)Coal223.5 USD-6.1%+3.7%132
Gold (RUB)Precious10 130 USDRUB-6.1%-4.6%3
VLSFO AmericaOil and products866.0 USD-5.4%+26.0%2
BrentOil and products91.67 USD-5.2%+19.7%411
NickelPrecious17 336 USD-5.0%+5.1%6
US Diesel Index (EIA)Oil and products5.13 USD-4.9%+21.8%427
Alumina FOB Australia (Platts)Raw334.1 USD+4.6%+2.2%2
Soybean Meal (ZM) USDAgro332.6 USD+4.5%+9.6%1
Tin (Sn)Precious53 795 USD+4.1%+24.7%1
Wheat (Russia / Soyanews)Agro15 240 USDRUB-4.0%+1.9%1
ZincPrecious3 604 USD+4.0%+14.4%6
LeadPrecious1 899 USD-3.6%-4.6%3
Henry Hub GasGas2.82 USD-3.6%-16.4%6415
CRC (Russia)Metal69 550 USDRUB-3.5%-8.4%3
Polyamide CFR Asia (USD/t)Chemistry2 628 USD-3.5%+12.1%1
DAP FOB NOLAChemistry782.5 USD+3.4%+9.1%2
DAP ChinaChemistry782.5 USD+3.4%+9.1%1
N Mono Grade PolySilicon in ChinaRaw8.31 USD-3.4%-14.5%1
Corn USAgro458.4 USD+3.4%+6.9%23
Hay and HayseedsAgro375.9 USD+3.1%+12.1%1
US Sunflower OilAgro1 806 USD+2.9%+9.3%1
HRC (China)Metal3 296 USDCNY-2.7%-2.0%5
CopperPrecious14 064 USD+2.7%+14.9%20
VLSFO Global 20 PortsOil and products835.5 USD-2.6%+33.1%2
AN (Black Sea)Chemistry657.5 USD-2.6%+14.6%5
CRC (China)Metal3 748 USDCNY-2.2%-3.2%2
US SwineAgro88.77 USD+2.0%-7.9%2
PolypropyleneRaw146 260 USDRUB+1.9%+14.8%1
Steam coal (US)Coal49.49 USD-1.9%-0.5%41
UAN (Black Sea)Chemistry495.0 USD-1.8%+32.0%5
Cannabis Spot IndexCannabis1 057 USD+1.6%-1.4%5
Rubber (China)Raw2 704 USD-1.6%+11.0%1
SPIMEX national natural gas index (RF)Gas7 095 USDRUB-1.3%-1.3%1
Diamond IndexPrecious83.48 USD-1.3%-3.6%1
Diamond Prices IndexPrecious83.48 USD-1.1%-3.5%1
Wet Process Corn ByproductsAgro179.4 USD-1.1%+5.7%1
US Gasoline Index (EIA)Oil and products3.12 USD-1.0%-1.4%4
Iron and Steel ScrapScrap599.4 USD-1.0%+8.5%24
Galvanized coilMetal91 500 USDRUB-0.8%-4.0%2
CementOther259.9 USD+0.7%+2.2%1
Ethanol (USD/Gal)Agro1.94 USD-0.7%+7.5%12
Northern bleached softwood kraftRaw1 217 USD+0.7%-2.6%1
Norway Salmon Price, NOK/kgAgro72.37 USDNOK+0.6%-0.5%1
ChickenAgro2.02 USD+0.5%-0.4%2
Baltic Exchange Dry IndexLogistics2 743 USD+0.5%+24.6%1
Pipeline Transportation of Crude OilLogistics351.9 USD-0.4%-0.2%12
Steam coal (Australia)Coal136.6 USD+0.4%+14.3%12
BitumenOil and products4 260 USDCNY-0.2%+17.7%12
Uranium (Cameco)Rare metals85.00 USD-0.2%+3.3%2
Potash (US Gulf Nola)Chemistry787.1 USD+0.2%+4.0%21
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

6 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.