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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)Gas965.2 USD+72.8%+112.7%3
Liquified Natural GasGas21.00 USD+54.7%+80.1%6
Freightos Baltic IndexLogistics3 520 USD+53.8%+63.7%41
US Crack Spread (oil refining)Oil and products60.27 USD+41.5%+101.0%5
Urea (FOB China)Chemistry400.0 USD-40.1%-21.8%5
Coking coal (China)Coal1 637 USDCNY+36.4%+47.3%11
Baltic Exchange Dry IndexLogistics3 620 USD+32.6%+64.5%1
Wheat (Russia / Soyanews)Agro12 510 USDRUB-21.2%-16.4%1
Wheat US (SRW) Export PriceAgro303.0 USD+19.7%+28.8%31
BitumenOil and products5 096 USDCNY+19.4%+40.8%12
Hay and HayseedsAgro423.5 USD+16.2%+26.3%1
Titanium Dioxide (China, RMB/t)Rare metals14 060 USDCNY-16.1%-3.3%1
ZincPrecious4 002 USD+15.4%+27.0%6
Coking coal (Australia)Coal273.5 USD+14.9%+26.9%132
Corn USAgro505.6 USD+14.1%+17.9%23
Manganese OreRare metals29.05 USDCNY-13.4%-7.4%2
Lithium Hydroxide CIF USD/TNEPrecious18 143 USD-13.1%+25.9%2
HRC (Russia)Metal65 500 USDRUB+12.9%+12.8%4
Soybeans (ZS) USDAgro1 307 USD+11.8%+19.0%1
US Gulf Coast Kerosene-Type Jet FuelOil and products4.19 USD+11.1%+59.3%21
Gold (RUB)Precious11 962 USDRUB+10.9%+12.7%3
Ammonia (Black Sea)Chemistry404.2 USD+10.8%+19.4%42
US Diesel Index (EIA)Oil and products5.97 USD+10.5%+41.5%422
Soybean Meal (ZM) USDAgro351.4 USD+10.5%+15.8%1
Molybdenum (USD per pound)Rare metals35.90 USD+10.4%+26.4%1
China Factory Posted Sulfur SpotChemistry1 219 USD+10.3%+92.0%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
CopperPrecious15 043 USD+9.8%+22.9%20
Steam coal (Australia)Coal149.2 USD+9.7%+24.9%11
Rubber (China)Raw3 006 USD+9.4%+23.4%1
China SulfurChemistry8 289 USDCNY+9.0%+86.2%3
Food Oils and OilseedsAgro130.7 USD+8.6%+11.5%14
Propane (Texas, USD/gallon)Gas0.736 USD-7.9%+6.1%16
SilverPrecious67.32 USD-7.9%+7.1%19
NickelPrecious16 872 USD-7.6%+2.3%6
Welded pipe (102, 3.5)Pipe60 100 USDRUB+7.3%+2.4%2
Phosphoric AcidChemistry166.0 USD+7.2%+7.9%1
Galvanized coilMetal98 500 USDRUB+6.8%+3.3%2
Fuel Oil (Europe)Oil and products539.3 USD-6.5%+21.7%1
Tin (Sn)Precious54 995 USD+6.4%+27.5%1
US SwineAgro92.29 USD+6.0%-4.3%2
DAP FOB NOLAChemistry800.0 USD+5.8%+11.6%2
DAP ChinaChemistry800.0 USD+5.8%+11.6%1
Potash (US Gulf Nola)Chemistry741.2 USD-5.6%-2.1%21
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
AluminumPrecious3 339 USD-5.2%+9.6%3
Northern bleached softwood kraftRaw1 271 USD+5.1%+1.9%1
VLSFO AmericaOil and products869.5 USD-5.0%+26.5%2
Iron OreIron ore99.40 USD-4.9%-4.2%7
BrentOil and products101.3 USD+4.8%+32.2%341
Henry Hub GasGas2.79 USD-4.6%-17.3%4615
Cannabis Spot IndexCannabis1 088 USD+4.6%+1.5%5
LumberRaw572.5 USD-4.6%-4.9%3
Ethanol (USD/Gal)Agro2.04 USD+4.5%+13.2%12
Rhodium (Rh) USD/ounceRare metals9 675 USD+4.3%+11.4%4
Polyamide CFR Asia (USD/t)Chemistry2 838 USD+4.2%+21.0%1
N Mono Grade PolySilicon in ChinaRaw8.96 USD+4.1%-7.8%1
PalladiumPrecious1 366 USD-3.6%-6.5%9
UAN (Black Sea)Chemistry487.5 USD-3.3%+30.0%5
AN (Black Sea)Chemistry653.2 USD-3.2%+13.9%5
WTI Crude OilOil and products95.51 USD+3.1%+32.1%287
LeadPrecious1 915 USD-2.8%-3.8%3
Iron and Steel ScrapScrap588.9 USD-2.7%+6.6%4
Steam coal (US)Coal49.21 USD-2.5%-0.2%31
Diamond IndexPrecious82.47 USD-2.5%-4.7%1
Diamond Prices IndexPrecious82.47 USD-2.3%-4.7%1
GoldPrecious4 415 USD-2.2%+4.0%40
CRC (Russia)Metal70 500 USDRUB-2.2%-7.2%4
PlatinumPrecious1 882 USD-2.1%+4.1%8
Wet Process Corn ByproductsAgro178.0 USD-1.9%+4.9%1
US Sunflower OilAgro1 787 USD+1.8%+8.1%1
VLSFO Global 20 PortsOil and products842.5 USD-1.8%+34.2%2
ChickenAgro1.98 USD-1.4%-2.3%2
SPIMEX national natural gas index (RF)Gas7 107 USDRUB-1.2%-1.2%1
CementOther260.8 USD+1.1%+2.5%1
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 OilLogistics354.4 USD+0.3%+0.6%11
HRC (China)Metal3 380 USDCNY-0.3%+0.5%5
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.