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 |
|---|---|---|---|---|---|---|
| Baltic Dirty Tanker | Logistics | 8 492 USD | +223.1% | +309.8% | — | 1 |
| Electricity Spot | Electricity | 265.4 USD | +158.3% | +202.1% | 3 | 32 |
| Пропан | Gas | 1.13 USD | +55.2% | +61.0% | 31 | — |
| Liquified Natural Gas | Gas | 24.35 USD | +44.4% | +87.1% | 4 | — |
| Газ в Европе | Gas | 1 104 USD | +41.1% | +101.4% | 10 | — |
| China Sulfur | Chemistry | 5 714 USDCNY | -35.2% | -5.2% | — | 3 |
| China Factory Posted Sulfur Spot | Chemistry | 850.0 USD | -34.3% | -2.4% | — | 1 |
| Wheat (Russia / Soyanews) | Agro | 9 510 USDRUB | -28.3% | -36.1% | 1 | — |
| Brent | Oil and products | 116.7 USD | +27.8% | +41.7% | 49 | 1 |
| Cobalt (USD per tonne, BID) | Rare metals | 39 200 USD | -26.8% | -24.8% | 2 | — |
| Fuel Oil (Europe) | Oil and products | 610.0 USD | +26.1% | +31.8% | — | 1 |
| US Swine | Agro | 69.31 USD | -22.9% | -21.7% | 1 | — |
| Авиакеросин | Oil and products | 4.63 USD | +22.5% | +52.4% | 2 | 1 |
| WTI | Oil and products | 103.4 USD | +21.1% | +33.6% | 53 | 7 |
| Palladium | Precious | 1 052 USD | -19.9% | -29.4% | 8 | — |
| Lithium Hydroxide CIF USD/TNE | Precious | 14 921 USD | -19.5% | -11.6% | 2 | — |
| Ammonia (Black Sea) | Chemistry | 423.8 USD | +16.0% | +21.9% | 4 | 2 |
| Suezmax TD20 WAF-UKC TCE, USD/day | Logistics | 550 750 USD | +15.9% | +330.7% | 5 | — |
| US Diesel Index (EIA) | Oil and products | 6.28 USD | +15.1% | +35.2% | 4 | 31 |
| VLSFO Global 20 Ports | Oil and products | 929.5 USD | +14.9% | +33.6% | — | 2 |
| MR TC7 Singapore-EC Aus TCE, USD/day | Logistics | 72 250 USD | -14.8% | +107.0% | 2 | — |
| VLSFO America | Oil and products | 962.5 USD | +14.6% | +29.0% | — | 2 |
| Silver | Precious | 53.88 USD | -14.2% | -21.4% | 22 | — |
| US Crack Spread | Oil and products | 56.50 USD | -14.0% | +30.4% | 13 | — |
| Ставка фрахта | Logistics | 2 660 USD | -12.8% | +7.8% | 1 | — |
| Уголь энергетический | Coal | 153.8 USD | +12.2% | +22.0% | 11 | — |
| Rubber (China) | Raw | 3 126 USD | +12.0% | +21.3% | 1 | — |
| Lumber | Raw | 523.5 USD | -11.5% | -11.7% | 6 | — |
| Alumina FOB Australia (Platts) | Raw | 381.4 USD | +10.0% | +16.9% | 2 | — |
| Polyamide CFR Asia (USD/t) | Chemistry | 2 952 USD | +10.0% | +19.6% | 1 | — |
| Northern bleached softwood kraft | Raw | 1 330 USD | +10.0% | +6.7% | 4 | — |
| Platinum | Precious | 1 562 USD | -9.9% | -17.3% | 8 | — |
| Уголь энергетический ЮАР | Coal | 123.3 USD | +9.9% | +27.9% | 1 | — |
| Газ в США Henry Hub | Gas | 2.63 USD | -9.1% | -20.9% | 69 | 16 |
| Битум | Oil and products | 4 868 USDCNY | +8.6% | +26.1% | 1 | 2 |
| Этанол | Agro | 1.83 USD | -8.5% | -0.5% | 1 | 2 |
| Hay and Hayseeds | Agro | 432.7 USD | +8.5% | +20.5% | — | 1 |
| Поликремний | Raw | 9.35 USD | +8.1% | -1.5% | 1 | — |
| Уголь коксующийся | Coal | 261.5 USD | +7.7% | +14.4% | 13 | 2 |
| Polypropylene | Raw | 160 240 USDRUB | +7.6% | +20.0% | 1 | — |
| VLCC TD3C AG-China TCE, USD/day | Logistics | 1 433 750 USD | +7.4% | +210.1% | 4 | — |
| Gold (RUB) | Precious | 10 393 USDRUB | -7.4% | -7.2% | 3 | — |
| Железная руда | Iron ore | 90.33 USD | -7.2% | -11.8% | 8 | — |
| Galvanized coil | Metal | 99 500 USDRUB | +6.7% | +5.9% | 2 | — |
| US Sunflower Oil | Agro | 1 677 USD | -6.6% | -3.0% | 1 | — |
| LR2 TC1 AG-Japan TCE, USD/day | Logistics | 300 250 USD | +6.5% | +128.4% | 1 | — |
| Gold | Precious | 3 994 USD | -6.4% | -10.2% | 47 | — |
| Tin (Sn) | Precious | 50 855 USD | -6.1% | +5.6% | 1 | — |
| Aframax TD25 USG-UKC TCE, USD/day | Logistics | 249 000 USD | -5.8% | +154.3% | 3 | — |
| Potash (US Gulf Nola) | Chemistry | 723.4 USD | -5.8% | -5.5% | 2 | 1 |
| Aluminum | Precious | 3 047 USD | -5.5% | -4.7% | 4 | — |
| Nickel | Precious | 15 846 USD | -5.3% | -6.2% | 7 | — |
| US Fertilizer | Chemistry | 802.4 USD | +4.7% | +4.3% | 4 | — |
| Родий | Rare metals | 9 150 USD | +4.6% | -0.3% | 4 | — |
| Corn US | Agro | 456.0 USD | -4.5% | +1.9% | 2 | 2 |
| Титан | Rare metals | 14 260 USDCNY | -4.3% | -4.0% | 1 | — |
| LR1 TC5 AG-Japan TCE, USD/day | Logistics | 215 250 USD | +3.6% | +118.0% | 1 | — |
| US Gasoline Index (EIA) | Oil and products | 3.04 USD | -3.4% | -2.6% | 4 | — |
| Truck Rate (spot) $/mile | Logistics | 3.06 USD | +3.2% | +19.8% | — | 1 |
| Wet Process Corn Byproducts | Agro | 184.2 USD | +3.1% | +6.6% | — | 1 |
| Cannabis Spot Index | Cannabis | 1 096 USD | +3.0% | +3.0% | 5 | — |
| Сталь ГКП Китай | Metal | 3 226 USDCNY | -2.6% | -3.3% | 5 | — |
| Coking coal (China) | Coal | 1 426 USDCNY | +2.6% | +18.9% | 1 | 1 |
| Chicken | Agro | 2.04 USD | +2.0% | +1.3% | 1 | — |
| Фосф. удобрение DAP | Chemistry | 802.5 USD | +1.9% | +11.1% | 2 | — |
| Фосф. удобрение DAP | Chemistry | 802.5 USD | +1.9% | +11.1% | 1 | — |
| Iron and Steel Scrap | Scrap | 581.0 USD | -1.8% | +1.9% | — | 4 |
| Manganese Ore | Rare metals | 28.75 USDCNY | -1.8% | -8.1% | 2 | — |
| Уголь энергетический US | Coal | 50.49 USD | +1.8% | +0.3% | 3 | 1 |
| Beef | Agro | 369.5 USD | -1.7% | -2.0% | 1 | — |
| Алмазы | Precious | 81.30 USD | -1.6% | -3.8% | 2 | — |
| Алмазы | Precious | 81.31 USD | -1.5% | -3.8% | 1 | — |
| Freightos Baltic Index | Logistics | 3 572 USD | -1.5% | +43.0% | 4 | 1 |
| Chicken (broiler, RUB / kg) | Agro | 276.3 USDRUB | -1.5% | +8.0% | 1 | — |
| Molybdenum (USD per pound) | Rare metals | 36.00 USD | +1.3% | +17.8% | 6 | — |
| Уран | Rare metals | 89.63 USD | +1.2% | +5.0% | 2 | — |
| Сталь ХКП Китай | Metal | 3 730 USDCNY | -1.0% | -2.8% | 2 | — |
| Цемент | Other | 262.9 USD | +0.9% | +2.6% | 1 | — |
| Norway Salmon Price, NOK/kg | Agro | 70.84 USDNOK | -0.9% | -2.5% | 1 | — |
| Welded pipe (102, 3.5) | Pipe | 60 250 USDRUB | -0.8% | +3.8% | 2 | — |
| UAN (Black Sea) | Chemistry | 487.5 USD | -0.8% | +12.3% | 5 | — |
| Lead | Precious | 1 915 USD | +0.8% | -2.5% | 3 | — |
| Фосфорная кислота | Chemistry | 168.0 USD | +0.6% | +6.6% | — | 1 |
| Pipeline Transportation of Crude Oil | Logistics | 355.1 USD | +0.5% | +0.5% | 1 | 1 |
| Карбамид | Chemistry | 400.0 USD | -0.4% | -19.5% | 5 | — |
| AN (Black Sea) | Chemistry | 660.6 USD | +0.3% | +8.9% | 5 | — |
| Пшеница в США | Agro | 283.0 USD | +0.2% | +13.0% | 3 | 1 |
| CRC (Russia) | Metal | 70 100 USDRUB | +0.2% | -4.4% | 4 | — |
| Zinc | Precious | 3 748 USD | +0.1% | +10.9% | 8 | — |
| Food Oils and Oilseeds | Agro | 128.4 USD | +0.1% | +6.5% | 1 | 3 |
| Copper | Precious | 14 420 USD | +0.1% | +9.7% | 29 | — |
| HRC (Russia) | Metal | 63 500 USDRUB | -0.0% | +7.9% | 4 | — |
| Containerboards. Fluting cellulose B1 | Other | 55 347 USDRUB | -0.0% | -0.2% | 1 | — |
| Lean pork (Russia / Soyanews) | Agro | 1 900 USD | +0.0% | +0.0% | 1 | — |
Скрыто 1 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.