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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 686 USD+61.0%+71.5%41
US Crack Spread (oil refining)Oil and products66.27 USD+55.6%+121.0%5
Urea (FOB China)Chemistry400.0 USD-40.1%-21.8%5
Baltic Dirty TankerLogistics2 834 USD+36.8%+104.0%1
Nat. gas in Europe (Dutch TTF)Gas725.2 USD+29.8%+59.8%3
China SulfurChemistry9 502 USDCNY+24.9%+113.4%3
China Factory Posted Sulfur SpotChemistry1 377 USD+24.6%+116.9%1
Liquified Natural GasGas16.45 USD+21.2%+41.1%5
Propane (Texas, USD/gallon)Gas0.664 USD-16.9%-4.3%13
Fuel Oil (Europe)Oil and products480.5 USD-16.7%+8.4%1
Hay and HayseedsAgro423.5 USD+16.2%+26.3%1
Wheat (Russia / Soyanews)Agro13 340 USDRUB-16.0%-10.8%1
North America Fertilizer Index (Green Markets)Chemistry746.9 USD-14.7%-1.8%4
Manganese OreRare metals28.75 USDCNY-14.3%-8.3%2
Lithium Hydroxide CIF USD/TNEPrecious18 242 USD-12.6%+26.6%2
Welded pipe (102, 3.5)Pipe62 900 USDRUB+12.3%+7.2%1
Titanium Dioxide (China, RMB/t)Rare metals14 780 USDCNY-11.8%+1.7%1
SilverPrecious64.67 USD-11.6%+2.9%19
WTI Crude OilOil and products82.42 USD-11.0%+14.0%267
HRC (Russia)Metal64 125 USDRUB+10.6%+10.4%3
Gold (RUB)Precious11 824 USDRUB+9.6%+11.4%3
VLSFO AmericaOil and products829.0 USD-9.5%+20.6%2
Molybdenum (USD per pound)Rare metals35.50 USD+9.2%+25.0%1
PlatinumPrecious1 757 USD-8.6%-2.8%8
Tin (Sn)Precious56 075 USD+8.5%+30.0%1
Alumina FOB Australia (Platts)Raw346.6 USD+8.5%+6.0%2
ZincPrecious3 758 USD+8.4%+19.3%6
BrentOil and products88.56 USD-8.4%+15.6%311
NickelPrecious16 759 USD-8.2%+1.6%6
Iron OreIron ore96.10 USD-8.1%-7.3%6
AluminumPrecious3 248 USD-7.8%+6.6%3
Coking coal (China)Coal1 290 USDCNY+7.5%+16.1%11
Ammonia (Black Sea)Chemistry337.9 USD-7.4%-0.2%42
CopperPrecious14 687 USD+7.2%+19.9%19
Phosphoric AcidChemistry166.0 USD+7.2%+7.9%1
PalladiumPrecious1 316 USD-7.0%-9.9%9
Henry Hub GasGas2.72 USD-7.0%-19.3%4215
Food Oils and OilseedsAgro128.1 USD+6.4%+9.3%14
US SwineAgro92.29 USD+6.0%-4.3%2
Polyamide CFR Asia (USD/t)Chemistry2 572 USD-5.5%+9.7%1
Rhodium (Rh) USD/ounceRare metals8 800 USD-5.1%+1.3%4
DAP FOB NOLAChemistry795.0 USD+5.1%+10.9%2
DAP ChinaChemistry795.0 USD+5.1%+10.9%1
VLSFO Global 20 PortsOil and products814.5 USD-5.1%+29.7%2
Baltic Exchange Dry IndexLogistics2 863 USD+4.9%+30.1%1
AN (Black Sea)Chemistry643.6 USD-4.6%+12.2%5
Cannabis Spot IndexCannabis1 088 USD+4.6%+1.5%5
LeadPrecious1 896 USD-3.8%-4.7%3
Corn USAgro459.2 USD+3.6%+7.1%23
HRC (China)Metal3 268 USDCNY-3.6%-2.8%5
N Mono Grade PolySilicon in ChinaRaw8.31 USD-3.4%-14.5%1
LumberRaw580.0 USD-3.3%-3.7%3
Diamond IndexPrecious81.73 USD-3.3%-5.6%1
Diamond Prices IndexPrecious81.73 USD-3.2%-5.6%1
GoldPrecious4 376 USD-3.0%+3.1%40
CRC (Russia)Metal69 900 USDRUB-3.0%-8.0%3
Norway Salmon Price, NOK/kgAgro74.09 USDNOK+2.9%+1.8%1
US Sunflower OilAgro1 806 USD+2.9%+9.3%1
Potash (US Gulf Nola)Chemistry763.1 USD-2.8%+0.8%21
Rubber (China)Raw2 670 USD-2.8%+9.6%1
Iron and Steel ScrapScrap588.9 USD-2.7%+6.6%24
US Diesel Index (EIA)Oil and products5.26 USD-2.6%+24.7%418
CRC (China)Metal3 740 USDCNY-2.4%-3.4%2
UAN (Black Sea)Chemistry492.5 USD-2.3%+31.3%5
Coking coal (Australia)Coal233.0 USD-2.1%+8.1%122
BitumenOil and products4 180 USDCNY-2.1%+15.5%12
Steam coal (US)Coal49.49 USD-1.9%-0.2%31
Wet Process Corn ByproductsAgro178.0 USD-1.9%+4.9%1
Soybeans (ZS) USDAgro1 191 USD+1.9%+8.5%1
PolypropyleneRaw145 690 USDRUB+1.5%+14.4%1
Uranium (Cameco)Rare metals86.38 USD+1.4%+5.0%2
ChickenAgro1.98 USD-1.4%-2.3%2
SPIMEX national natural gas index (RF)Gas7 095 USDRUB-1.3%-1.3%1
Ethanol (USD/Gal)Agro1.98 USD+1.3%+9.8%12
US Gulf Coast Kerosene-Type Jet FuelOil and products3.81 USD+1.2%+45.0%21
CementOther260.8 USD+1.1%+2.5%1
US Gasoline Index (EIA)Oil and products3.12 USD-1.0%-1.3%4
Soybean Meal (ZM) USDAgro315.9 USD-0.7%+4.1%1
Northern bleached softwood kraftRaw1 217 USD+0.7%-2.6%1
Pipeline Transportation of Crude OilLogistics354.4 USD+0.3%+0.6%11
Galvanized coilMetal92 500 USDRUB+0.3%-2.9%2
Steam coal (Australia)Coal135.8 USD-0.2%+13.6%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.