Динамика цен на сырьё, к которому привязаны эмитенты платформы. Главное — насколько текущая (спот) цена ушла от уровня, заложенного в последнюю отчётность: от средней за последний отчётный квартал и за последний отчётный LTM (12 мес). Положительная дельта = с момента отчёта сырьё подорожало (попутный ветер для выручки производителей и встречный — для потребителей). Отсортировано по величине движения к кварталу. Кликните на сырьё — график цены и все привязанные компании.
| Сырьё | Категория | Спот | к посл. кварталу | к посл. LTM | Выручка | Затраты |
|---|---|---|---|---|---|---|
| Freightos Baltic Index | Logistics | 3 665 USD | +60.1% | +70.4% | 4 | 1 |
| US Crack Spread | Oil and products | 64.49 USD | +51.4% | +115.1% | 5 | — |
| Карбамид | Chemistry | 403.5 USD | -39.6% | -21.1% | 5 | — |
| Baltic Dirty Tanker | Logistics | 2 834 USD | +36.8% | +104.0% | — | 1 |
| China Factory Posted Sulfur Spot | Chemistry | 1 412 USD | +27.7% | +122.3% | — | 1 |
| China Sulfur | Chemistry | 9 536 USDCNY | +25.3% | +114.1% | — | 3 |
| Liquified Natural Gas | Gas | 16.40 USD | +20.8% | +40.7% | 6 | — |
| Silver | Precious | 57.98 USD | -20.7% | -7.7% | 19 | — |
| Fuel Oil (Europe) | Oil and products | 477.5 USD | -17.2% | +7.8% | — | 1 |
| Platinum | Precious | 1 599 USD | -16.8% | -11.6% | 6 | — |
| Electricity Spot | Electricity | 57.80 USD | -13.9% | -1.3% | 1 | 23 |
| Manganese Ore | Rare metals | 29.25 USDCNY | -12.8% | -6.7% | 2 | — |
| Ammonia (Black Sea) | Chemistry | 320.8 USD | -12.1% | -5.2% | 4 | 2 |
| Palladium | Precious | 1 245 USD | -12.1% | -14.8% | 7 | — |
| US Fertilizer | Chemistry | 771.6 USD | -11.9% | +1.5% | 4 | — |
| Родий | Rare metals | 8 200 USD | -11.6% | -5.6% | 2 | — |
| Авиакеросин | Oil and products | 3.38 USD | -10.4% | +28.5% | 2 | 1 |
| Gold | Precious | 4 056 USD | -10.1% | -4.5% | 41 | — |
| Aluminum | Precious | 3 165 USD | -10.1% | +3.9% | 3 | — |
| Пропан | Gas | 0.726 USD | -9.2% | +4.6% | 26 | — |
| Lumber | Raw | 654.5 USD | +9.1% | +8.7% | 3 | — |
| Фосфорная кислота | Chemistry | 168.4 USD | +8.7% | +9.4% | — | 1 |
| HRC (Russia) | Metal | 62 900 USDRUB | +8.4% | +8.3% | 3 | — |
| Lithium Hydroxide CIF USD/TNE | Precious | 19 148 USD | -8.3% | +32.9% | 2 | — |
| Welded pipe (102, 3.5) | Pipe | 60 600 USDRUB | +8.2% | +3.3% | 1 | — |
| WTI | Oil and products | 85.15 USD | -8.1% | +17.8% | 42 | 7 |
| Molybdenum (USD per pound) | Rare metals | 34.90 USD | +7.4% | +22.9% | 1 | — |
| Соевые бобы | Agro | 1 254 USD | +7.2% | +14.1% | — | 1 |
| Титан | Rare metals | 15 600 USDCNY | -6.9% | +7.3% | 1 | — |
| Coking coal (China) | Coal | 1 278 USDCNY | +6.5% | +15.0% | 1 | 1 |
| Food Oils and Oilseeds | Agro | 128.1 USD | +6.4% | +9.3% | 1 | 4 |
| Железная руда | Iron ore | 97.96 USD | -6.3% | -5.6% | 7 | — |
| Уголь коксующийся | Coal | 223.5 USD | -6.1% | +3.7% | 13 | 2 |
| Gold (RUB) | Precious | 10 130 USDRUB | -6.1% | -4.6% | 3 | — |
| VLSFO America | Oil and products | 866.0 USD | -5.4% | +26.0% | — | 2 |
| Соевая мука | Agro | 335.2 USD | +5.4% | +10.4% | — | 1 |
| Nickel | Precious | 17 342 USD | -5.0% | +5.1% | 6 | — |
| US Diesel Index (EIA) | Oil and products | 5.13 USD | -4.9% | +21.8% | 4 | 27 |
| Corn US | Agro | 464.0 USD | +4.7% | +8.2% | 2 | 3 |
| Wheat (Russia / Soyanews) | Agro | 15 150 USDRUB | -4.6% | +1.3% | 1 | — |
| Alumina FOB Australia (Platts) | Raw | 334.1 USD | +4.6% | +2.2% | 2 | — |
| Lead | Precious | 1 895 USD | -3.8% | -4.7% | 3 | — |
| Zinc | Precious | 3 590 USD | +3.6% | +13.9% | 6 | — |
| CRC (Russia) | Metal | 69 550 USDRUB | -3.5% | -8.4% | 3 | — |
| Polyamide CFR Asia (USD/t) | Chemistry | 2 628 USD | -3.5% | +12.1% | 1 | — |
| Фосф. удобрение DAP | Chemistry | 782.5 USD | +3.4% | +9.1% | 2 | — |
| Фосф. удобрение DAP | Chemistry | 782.5 USD | +3.4% | +9.1% | 1 | — |
| Поликремний | Raw | 8.31 USD | -3.4% | -14.5% | 1 | — |
| Hay and Hayseeds | Agro | 375.9 USD | +3.1% | +12.1% | — | 1 |
| Tin (Sn) | Precious | 53 250 USD | +3.0% | +23.5% | 1 | — |
| US Sunflower Oil | Agro | 1 806 USD | +2.9% | +9.3% | 1 | — |
| Сталь ГКП Китай | Metal | 3 296 USDCNY | -2.7% | -2.0% | 5 | — |
| VLSFO Global 20 Ports | Oil and products | 835.5 USD | -2.6% | +33.1% | — | 2 |
| AN (Black Sea) | Chemistry | 657.5 USD | -2.6% | +14.6% | 5 | — |
| Copper | Precious | 14 019 USD | +2.4% | +14.5% | 20 | — |
| Сталь ХКП Китай | Metal | 3 748 USDCNY | -2.2% | -3.2% | 2 | — |
| US Swine | Agro | 88.77 USD | +2.0% | -7.9% | 2 | — |
| Polypropylene | Raw | 146 260 USDRUB | +1.9% | +14.8% | 1 | — |
| UAN (Black Sea) | Chemistry | 495.0 USD | -1.8% | +32.0% | 5 | — |
| Brent | Oil and products | 98.38 USD | +1.8% | +28.5% | 41 | 1 |
| Northern bleached softwood kraft | Raw | 1 217 USD | +1.8% | -2.6% | 1 | — |
| Cannabis Spot Index | Cannabis | 1 057 USD | +1.6% | -1.4% | 5 | — |
| Rubber (China) | Raw | 2 704 USD | -1.6% | +11.0% | 1 | — |
| Газ в США Henry Hub | Gas | 2.88 USD | -1.6% | -14.6% | 64 | 15 |
| Газ природный (РФ, биржа) | Gas | 7 095 USDRUB | -1.3% | -1.3% | 1 | — |
| Уголь энергетический US | Coal | 49.80 USD | -1.3% | +0.0% | 4 | 1 |
| Алмазы | Precious | 83.49 USD | -1.1% | -3.5% | 1 | — |
| Wet Process Corn Byproducts | Agro | 179.4 USD | -1.1% | +5.7% | — | 1 |
| US Gasoline Index (EIA) | Oil and products | 3.12 USD | -1.0% | -1.4% | 4 | — |
| Iron and Steel Scrap | Scrap | 599.4 USD | -1.0% | +8.5% | 2 | 4 |
| Galvanized coil | Metal | 91 500 USDRUB | -0.8% | -4.0% | 2 | — |
| Цемент | Other | 259.9 USD | +0.7% | +2.2% | 1 | — |
| Этанол | Agro | 1.94 USD | -0.7% | +7.5% | 1 | 2 |
| Алмазы | Precious | 83.96 USD | -0.7% | -3.0% | 1 | — |
| Norway Salmon Price, NOK/kg | Agro | 72.37 USDNOK | +0.6% | -0.5% | 1 | — |
| Chicken | Agro | 2.02 USD | +0.5% | -0.4% | 2 | — |
| Ставка фрахта | Logistics | 2 743 USD | +0.5% | +24.6% | 1 | — |
| Pipeline Transportation of Crude Oil | Logistics | 351.9 USD | -0.4% | -0.2% | 1 | 2 |
| Уголь энергетический | Coal | 136.6 USD | +0.4% | +14.3% | 12 | — |
| Битум | Oil and products | 4 260 USDCNY | -0.2% | +17.7% | 1 | 2 |
| Уран | Rare metals | 85.00 USD | -0.2% | +3.3% | 2 | — |
| Potash (US Gulf Nola) | Chemistry | 787.1 USD | +0.2% | +4.0% | 2 | 1 |
| Containerboards. Fluting cellulose B1 | Other | 55 347 USDRUB | -0.2% | -0.7% | 1 | — |
| Chicken (broiler, RUB / kg) | Agro | 232.3 USDRUB | +0.0% | +2.9% | 1 | — |
| Lean pork (Russia / Soyanews) | Agro | 1 900 USD | +0.0% | +0.0% | 1 | — |
Скрыто 5 неактивных бенчмарков (нет свежей цены).
«К посл. кварталу» / «к посл. LTM» — спот к средней цене за последний отчётный квартал / за последний LTM (Commodities_Q_Values). «Выручка» / «Затраты» — число эмитентов, для которых сырьё является драйвером выручки или статьёй затрат (из спот-модели потенциала). Источник цен — EI1.