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 |
|---|---|---|---|---|---|---|
| Газ в Европе | Gas | 936.1 USD | +67.6% | +106.3% | 3 | — |
| Freightos Baltic Index | Logistics | 3 520 USD | +53.8% | +63.7% | 4 | 1 |
| Liquified Natural Gas | Gas | 20.23 USD | +49.0% | +73.5% | 6 | — |
| US Crack Spread | Oil and products | 63.38 USD | +48.8% | +111.4% | 5 | — |
| Карбамид | Chemistry | 400.0 USD | -40.1% | -21.8% | 5 | — |
| Coking coal (China) | Coal | 1 665 USDCNY | +38.8% | +49.8% | 1 | 1 |
| Ставка фрахта | Logistics | 3 584 USD | +31.3% | +62.8% | 1 | — |
| Wheat (Russia / Soyanews) | Agro | 12 510 USDRUB | -21.2% | -16.4% | 1 | — |
| Пшеница в США | Agro | 303.0 USD | +19.7% | +28.8% | 3 | 1 |
| Hay and Hayseeds | Agro | 423.5 USD | +16.2% | +26.3% | — | 1 |
| Титан | Rare metals | 14 060 USDCNY | -16.1% | -3.3% | 1 | — |
| Уголь коксующийся | Coal | 276.0 USD | +15.9% | +28.1% | 13 | 2 |
| Zinc | Precious | 4 007 USD | +15.6% | +27.2% | 6 | — |
| Corn US | Agro | 511.0 USD | +15.3% | +19.2% | 2 | 3 |
| Битум | Oil and products | 4 903 USDCNY | +14.8% | +35.5% | 1 | 2 |
| Manganese Ore | Rare metals | 29.05 USDCNY | -13.4% | -7.4% | 2 | — |
| Lithium Hydroxide CIF USD/TNE | Precious | 18 143 USD | -13.1% | +25.9% | 2 | — |
| HRC (Russia) | Metal | 65 500 USDRUB | +12.9% | +12.8% | 4 | — |
| Соевые бобы | Agro | 1 317 USD | +12.6% | +19.9% | — | 1 |
| Gold (RUB) | Precious | 12 054 USDRUB | +11.8% | +13.6% | 3 | — |
| Авиакеросин | Oil and products | 4.19 USD | +11.1% | +59.3% | 2 | 1 |
| Molybdenum (USD per pound) | Rare metals | 35.90 USD | +10.4% | +26.4% | 1 | — |
| Silver | Precious | 65.60 USD | -10.3% | +4.4% | 19 | — |
| Ammonia (Black Sea) | Chemistry | 402.2 USD | +10.2% | +18.8% | 4 | 2 |
| US Fertilizer | Chemistry | 787.8 USD | -10.0% | +3.6% | 4 | — |
| Alumina FOB Australia (Platts) | Raw | 351.5 USD | +10.0% | +7.5% | 2 | — |
| Уголь энергетический | Coal | 149.6 USD | +9.9% | +25.2% | 11 | — |
| Соевая мука | Agro | 348.7 USD | +9.6% | +14.9% | — | 1 |
| Fuel Oil (Europe) | Oil and products | 521.7 USD | -9.5% | +17.7% | — | 1 |
| Rubber (China) | Raw | 3 005 USD | +9.4% | +23.3% | 1 | — |
| Food Oils and Oilseeds | Agro | 130.7 USD | +8.6% | +11.5% | 1 | 4 |
| Copper | Precious | 14 865 USD | +8.5% | +21.4% | 20 | — |
| China Factory Posted Sulfur Spot | Chemistry | 1 198 USD | +8.4% | +88.7% | — | 1 |
| Nickel | Precious | 16 776 USD | -8.1% | +1.7% | 6 | — |
| Пропан | Gas | 0.736 USD | -7.9% | +6.1% | 16 | — |
| Welded pipe (102, 3.5) | Pipe | 60 100 USDRUB | +7.3% | +2.4% | 2 | — |
| Фосфорная кислота | Chemistry | 166.0 USD | +7.2% | +7.9% | — | 1 |
| China Sulfur | Chemistry | 8 127 USDCNY | +6.8% | +82.5% | — | 3 |
| Galvanized coil | Metal | 98 500 USDRUB | +6.8% | +3.3% | 2 | — |
| Этанол | Agro | 2.08 USD | +6.7% | +15.6% | 1 | 2 |
| Tin (Sn) | Precious | 54 900 USD | +6.2% | +27.3% | 1 | — |
| US Swine | Agro | 92.29 USD | +6.0% | -4.3% | 2 | — |
| VLSFO America | Oil and products | 860.5 USD | -6.0% | +25.2% | — | 2 |
| Polypropylene | Raw | 151 550 USDRUB | +5.6% | +19.0% | 1 | — |
| Lumber | Raw | 566.5 USD | -5.6% | -5.9% | 3 | — |
| Уран | Rare metals | 89.68 USD | +5.3% | +9.0% | 2 | — |
| Aluminum | Precious | 3 337 USD | -5.2% | +9.5% | 3 | — |
| Platinum | Precious | 1 823 USD | -5.1% | +0.8% | 8 | — |
| Northern bleached softwood kraft | Raw | 1 271 USD | +5.1% | +1.9% | 1 | — |
| Фосф. удобрение DAP | Chemistry | 792.5 USD | +4.8% | +10.5% | 2 | — |
| Фосф. удобрение DAP | Chemistry | 792.5 USD | +4.8% | +10.5% | 1 | — |
| Cannabis Spot Index | Cannabis | 1 088 USD | +4.6% | +1.5% | 5 | — |
| Polyamide CFR Asia (USD/t) | Chemistry | 2 844 USD | +4.5% | +21.3% | 1 | — |
| Potash (US Gulf Nola) | Chemistry | 750.4 USD | -4.5% | -0.9% | 2 | 1 |
| Поликремний | Raw | 8.95 USD | +4.0% | -7.9% | 1 | — |
| Palladium | Precious | 1 360 USD | -4.0% | -6.9% | 9 | — |
| Железная руда | Iron ore | 100.6 USD | -3.8% | -3.0% | 7 | — |
| US Diesel Index (EIA) | Oil and products | 5.60 USD | +3.7% | +32.8% | 4 | 22 |
| Gold | Precious | 4 355 USD | -3.5% | +2.6% | 40 | — |
| UAN (Black Sea) | Chemistry | 487.5 USD | -3.3% | +30.0% | 5 | — |
| VLSFO Global 20 Ports | Oil and products | 831.5 USD | -3.1% | +32.5% | — | 2 |
| AN (Black Sea) | Chemistry | 654.8 USD | -3.0% | +14.2% | 5 | — |
| Lead | Precious | 1 916 USD | -2.7% | -3.7% | 3 | — |
| Brent | Oil and products | 99.30 USD | +2.7% | +29.7% | 34 | 1 |
| Iron and Steel Scrap | Scrap | 588.9 USD | -2.7% | +6.6% | — | 4 |
| Алмазы | Precious | 82.44 USD | -2.5% | -4.8% | 1 | — |
| Уголь энергетический US | Coal | 49.21 USD | -2.5% | -0.2% | 3 | 1 |
| Алмазы | Precious | 82.44 USD | -2.4% | -4.7% | 1 | — |
| Родий | Rare metals | 9 475 USD | +2.2% | +9.1% | 4 | — |
| CRC (Russia) | Metal | 70 500 USDRUB | -2.2% | -7.2% | 4 | — |
| Wet Process Corn Byproducts | Agro | 178.0 USD | -1.9% | +4.9% | — | 1 |
| US Sunflower Oil | Agro | 1 787 USD | +1.8% | +8.1% | 1 | — |
| WTI | Oil and products | 94.21 USD | +1.7% | +30.3% | 28 | 7 |
| Chicken | Agro | 1.98 USD | -1.4% | -2.3% | 2 | — |
| Norway Salmon Price, NOK/kg | Agro | 72.94 USDNOK | +1.3% | +0.3% | 1 | — |
| Газ природный (РФ, биржа) | Gas | 7 107 USDRUB | -1.2% | -1.2% | 1 | — |
| US Gasoline Index (EIA) | Oil and products | 3.19 USD | +1.1% | +0.8% | 4 | — |
| Цемент | Other | 260.8 USD | +1.1% | +2.5% | 1 | — |
| Газ в США Henry Hub | Gas | 2.90 USD | -0.9% | -14.0% | 46 | 15 |
| Сталь ХКП Китай | Metal | 3 800 USDCNY | -0.8% | -1.9% | 2 | — |
| Pipeline Transportation of Crude Oil | Logistics | 354.4 USD | +0.3% | +0.6% | 1 | 1 |
| Containerboards. Fluting cellulose B1 | Other | 55 347 USDRUB | -0.2% | -0.7% | 1 | — |
| Сталь ГКП Китай | Metal | 3 394 USDCNY | +0.2% | +1.0% | 5 | — |
| 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.