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 |
|---|---|---|---|---|---|---|
| China Factory Posted Sulfur Spot | Chemistry | 1 410 USD | +132.6% | +220.5% | — | 1 |
| China Sulfur | Chemistry | 9 684 USDCNY | +128.1% | +207.8% | — | 4 |
| US Crack Spread | Oil and products | 46.49 USD | +109.5% | +92.8% | 5 | — |
| Авиакеросин | Oil and products | 3.57 USD | +43.3% | +63.2% | 2 | 1 |
| Freightos Baltic Index | Logistics | 2 857 USD | +37.2% | +30.2% | 4 | 1 |
| Baltic Dirty Tanker | Logistics | 2 834 USD | +36.8% | +104.0% | 1 | 1 |
| VLSFO Global 20 Ports | Oil and products | 845.0 USD | +33.5% | +54.3% | — | 2 |
| VLSFO America | Oil and products | 892.5 USD | +32.5% | +46.2% | — | 3 |
| Пропан | Gas | 0.843 USD | +30.3% | +21.6% | 11 | 1 |
| US Diesel Index (EIA) | Oil and products | 5.21 USD | +30.2% | +38.8% | 4 | 24 |
| Битум | Oil and products | 4 568 USDCNY | +27.3% | +33.4% | 1 | 2 |
| Palladium | Precious | 1 250 USD | -26.8% | -7.8% | 3 | — |
| UAN (Black Sea) | Chemistry | 500.0 USD | +26.0% | +66.1% | 3 | — |
| WTI | Oil and products | 90.75 USD | +25.0% | +39.3% | 35 | 9 |
| Фосф. удобрение DAP | Chemistry | 782.5 USD | +22.9% | +13.3% | 1 | 1 |
| Фосф. удобрение DAP | Chemistry | 782.5 USD | +22.9% | +13.3% | 1 | — |
| Platinum | Precious | 1 698 USD | -22.4% | +6.3% | 2 | — |
| Gold (RUB) | Precious | 9 480 USDRUB | -22.3% | -5.6% | 3 | — |
| Уголь энергетический | Coal | 148.6 USD | +21.9% | +33.5% | 5 | — |
| Silver | Precious | 65.03 USD | -21.7% | +22.8% | 17 | — |
| Coking coal (China) | Coal | 1 344 USDCNY | +21.3% | +31.6% | 2 | 2 |
| Liquified Natural Gas | Gas | 13.74 USD | +20.6% | +23.9% | 4 | 1 |
| AN (Black Sea) | Chemistry | 675.1 USD | +19.6% | +26.2% | 2 | — |
| Brent | Oil and products | 93.71 USD | +19.4% | +35.6% | 23 | 1 |
| Титан | Rare metals | 16 720 USDCNY | +18.9% | +18.6% | 1 | — |
| Поликремний | Raw | 8.50 USD | -17.8% | -12.9% | 1 | — |
| Lithium Hydroxide CIF USD/TNE | Precious | 20 780 USD | +15.3% | +82.7% | 2 | — |
| Gold | Precious | 4 119 USD | -15.2% | +4.6% | 28 | — |
| Electricity Spot | Electricity | 57.80 USD | -13.9% | -1.3% | 1 | 22 |
| US Swine | Agro | 87.98 USD | -13.7% | -8.5% | 2 | — |
| Этанол | Agro | 1.91 USD | +10.0% | +9.3% | 1 | 2 |
| Truck Rate (spot) $/mile | Logistics | 2.30 USD | +9.7% | +10.4% | 1 | — |
| Tin (Sn) | Precious | 53 056 USD | +9.5% | +38.6% | 1 | — |
| Aluminum | Precious | 3 474 USD | +8.8% | +24.8% | 4 | — |
| Wet Process Corn Byproducts | Agro | 183.4 USD | +8.6% | +9.4% | — | 1 |
| Copper | Precious | 13 952 USD | +8.4% | +21.7% | 13 | — |
| Iron and Steel Scrap | Scrap | 595.1 USD | +8.0% | +9.4% | 4 | 4 |
| Фосфорная кислота | Chemistry | 159.6 USD | +7.7% | +6.6% | — | 1 |
| Уголь коксующийся | Coal | 249.0 USD | +7.5% | +23.1% | 10 | 2 |
| Zinc | Precious | 3 480 USD | +6.6% | +17.9% | 5 | — |
| Газ в США Henry Hub | Gas | 3.22 USD | -5.8% | -8.8% | 28 | 33 |
| CRC (Russia) | Metal | 71 100 USDRUB | -5.3% | -9.8% | 10 | 1 |
| Уран | Rare metals | 84.18 USD | -4.9% | +7.1% | 1 | — |
| US Fertilizer | Chemistry | 799.6 USD | +4.3% | +12.5% | 3 | 1 |
| Corn US | Agro | 420.4 USD | -4.2% | -2.4% | — | 4 |
| Lumber | Raw | 616.5 USD | +3.9% | +2.1% | 4 | — |
| Карбамид | Chemistry | 500.0 USD | -3.4% | +13.2% | 2 | — |
| US Sunflower Oil | Agro | 1 795 USD | +3.2% | +13.6% | 1 | — |
| Сталь ГКП Китай | Metal | 3 390 USDCNY | +2.6% | +1.9% | 5 | 1 |
| Hay and Hayseeds | Agro | 333.7 USD | -2.5% | +4.0% | — | 1 |
| Железная руда | Iron ore | 100.8 USD | -2.5% | -1.0% | 5 | 1 |
| Food Oils and Oilseeds | Agro | 120.9 USD | +1.8% | +3.6% | — | 4 |
| Сталь ХКП Китай | Metal | 3 858 USDCNY | +1.6% | -0.4% | 3 | 1 |
| Nickel | Precious | 17 754 USD | +1.5% | +12.6% | 5 | — |
| Potash (US Gulf Nola) | Chemistry | 787.5 USD | +1.3% | +7.7% | 2 | 1 |
| Manganese Ore | Rare metals | 31.95 USDCNY | -1.3% | +4.6% | 2 | — |
| US Gasoline Index (EIA) | Oil and products | 3.14 USD | +1.3% | -3.9% | 4 | 1 |
| Соевая мука | Agro | 304.1 USD | -1.0% | +2.4% | — | 1 |
| Alumina FOB Australia (Platts) | Raw | 321.1 USD | +1.0% | -4.1% | 1 | — |
| Алмазы | Precious | 85.11 USD | +0.8% | -4.4% | 1 | — |
| Алмазы | Precious | 84.89 USD | +0.6% | -4.7% | 2 | — |
| Lead | Precious | 1 965 USD | -0.5% | -1.2% | 2 | — |
| Chicken | Agro | 2.00 USD | -0.5% | -1.6% | 2 | — |
| Ammonia (Black Sea) | Chemistry | 327.2 USD | -0.5% | -1.8% | 2 | 2 |
| Соевые бобы | Agro | 1 127 USD | +0.5% | +5.6% | — | 1 |
| Cannabis Spot Index | Cannabis | 1 044 USD | +0.4% | -1.6% | 5 | — |
| Welded pipe (89, 3.5) | Pipe | 55 075 USDRUB | -0.1% | -7.2% | 1 | — |
| Pipeline Transportation of Crude Oil | Logistics | 353.7 USD | +0.0% | +0.9% | 1 | 1 |
| Containerboards. Fluting cellulose B1 | Other | 55 414 USDRUB | -0.0% | -2.1% | 1 | — |
Скрыто 8 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.