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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 415 USD+133.4%+221.6%1
China SulfurChemistry9 684 USDCNY+128.1%+207.8%4
US Crack Spread (oil refining)Oil and products45.99 USD+107.3%+90.7%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
PalladiumPrecious1 244 USD-27.2%-8.2%3
BitumenOil and products4 553 USDCNY+26.9%+33.0%12
UAN (Black Sea)Chemistry500.0 USD+26.0%+66.1%3
WTI Crude OilOil and products89.98 USD+23.9%+38.1%359
DAP FOB NOLAChemistry782.5 USD+22.9%+13.3%11
DAP ChinaChemistry782.5 USD+22.9%+13.3%1
PlatinumPrecious1 687 USD-22.8%+5.7%2
SilverPrecious64.58 USD-22.3%+21.9%17
Steam coal (Australia)Coal148.6 USD+21.9%+33.5%5
Gold (RUB)Precious9 540 USDRUB-21.9%-5.0%3
Coking coal (China)Coal1 344 USDCNY+21.3%+31.6%22
Liquified Natural GasGas13.74 USD+20.6%+23.9%41
AN (Black Sea)Chemistry678.7 USD+20.2%+26.8%2
Titanium Dioxide (China, RMB/t)Rare metals16 720 USDCNY+18.9%+18.6%1
BrentOil and products93.09 USD+18.6%+34.7%231
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 118 USD-15.2%+4.5%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
AluminumPrecious3 502 USD+9.7%+25.8%4
Tin (Sn)Precious53 056 USD+9.5%+38.6%1
Wet Process Corn ByproductsAgro183.4 USD+8.6%+9.4%1
CopperPrecious13 908 USD+8.0%+21.4%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 489 USD+6.9%+18.3%5
Henry Hub GasGas3.20 USD-6.3%-9.3%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 USAgro420.7 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
Potash (US Gulf Nola)Chemistry791.5 USD+1.8%+8.2%21
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
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) USDAgro303.9 USD-1.1%+2.3%1
Alumina FOB Australia (Platts)Raw321.1 USD+1.0%-4.1%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
Soybeans (ZS) USDAgro1 127 USD+0.4%+5.6%1
Cannabis Spot IndexCannabis1 044 USD+0.4%-1.6%5
Diamond Prices IndexPrecious84.72 USD+0.4%-4.9%1
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
Ammonia (Black Sea)Chemistry328.9 USD+0.0%-1.3%22
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.