Market Analysis & Reporting
Before you continue
The information displayed on The Common Catalyst is provided for informational and educational purposes only. It does not constitute financial, investment, legal, or tax advice, and should not be relied upon as a recommendation to buy, sell, or hold any security or financial product.
By continuing, you acknowledge that you are responsible for your own financial decisions and should consult a qualified professional when appropriate.
Market Analysis & Reporting
Before you continue
The information displayed on The Common Catalyst is provided for informational and educational purposes only. It does not constitute financial, investment, legal, or tax advice, and should not be relied upon as a recommendation to buy, sell, or hold any security or financial product.
By continuing, you acknowledge that you are responsible for your own financial decisions and should consult a qualified professional when appropriate.
Market Analysis & Reporting
Before you continue
The information displayed on The Common Catalyst is provided for informational and educational purposes only. It does not constitute financial, investment, legal, or tax advice, and should not be relied upon as a recommendation to buy, sell, or hold any security or financial product.
By continuing, you acknowledge that you are responsible for your own financial decisions and should consult a qualified professional when appropriate.
Global physical markets
Prices, flows, production concentration, trade barriers, and the relationships connecting global raw materials.
Commodity complex
Precious metals and coffee carry the strongest momentum. Energy is softer as inventories rebuild, while grain prices remain weather-driven and sensitive to dollar direction.
Energy
Metals
Grains
Softs
Livestock
Top gainer
Sugar No. 11 +5.91%
Largest decline
Copper -1.85%
Macro sensitivity
Dollar ↓ generally supportive
| Complex | Contract | Venue | Last | Change | Low | High | Volume |
|---|---|---|---|---|---|---|---|
| Energy | WTI Crude CL=F · $/bbl | NYMEX | 77.08 | -0.27% | 76.53 | 78.77 | 206.4K |
| Energy | Brent Crude BZ=F · $/bbl | ICE | 82.27 | -0.27% |
| 81.50 |
| 84.39 |
| 35.4K |
| Energy | Natural Gas NG=F · $/MMBtu | NYMEX | 2.671 | +1.17% | 2.617 | 2.690 | 130.5K |
| Energy | RBOB Gasoline RB=F · $/gal | NYMEX | 2.704 | +0.34% | 2.695 | 2.719 | 391 |
| Metals | Gold GC=F · $/oz | COMEX | 4,401.3 | +2.37% | 4,288 | 4,432.3 | 182.4K |
| Metals | Silver SI=F · $/oz | COMEX | 63.80 | +3.56% | 61.42 | 65.48 | 62.6K |
| Metals | Copper HG=F · $/lb | COMEX | 6.585 | -1.85% | 6.570 | 6.766 | 54.3K |
| Metals | Platinum PL=F · $/oz | NYMEX | 1,757.4 | +1.12% | 1,730 | 1,796.2 | 15.1K |
| Grains | Corn ZC=F · ¢/bu | CBOT | 461.50 | -0.11% | 461.25 | 467.25 | 171.4K |
| Grains | Wheat ZW=F · ¢/bu | CBOT | 638.25 | +1.11% | 628.50 | 646.00 | 77.0K |
| Grains | Soybeans ZS=F · ¢/bu | CBOT | 1,176 | -0.15% | 1,175.5 | 1,185 | 73.1K |
| Grains | Rough Rice ZR=F · $/cwt | CBOT | 14.28 | +0.67% | 14.13 | 14.41 | 813 |
| Softs | Coffee KC=F · ¢/lb | ICE US | 313.65 | +2.47% | 322.15 | 340.50 | 21.8K |
| Softs | Cocoa CC=F · $/mt | ICE US | 5,847 | -0.61% | 5,719 | 5,998 | 23.7K |
| Softs | Sugar No. 11 SB=F · ¢/lb | ICE US | 16.49 | +5.91% | 15.49 | 16.50 | 209.7K |
| Softs | Cotton No. 2 CT=F · ¢/lb | ICE US | 84.07 | +1.09% | 81.96 | 82.90 | 17.0K |
| Livestock | Live Cattle LE=F · ¢/lb | CME | 225.15 | +0.10% | 222.75 | 226.90 | 22.1K |
| Livestock | Lean Hogs HE=F · ¢/lb | CME | 82.13 | +0.49% | 81.33 | 82.30 | 19.8K |
| Commodity | Leading producers | Top 3 share | Key supply risk | Source |
|---|---|---|---|---|
| Crude oil | United States 20% · Saudi Arabia 11% · Russia 11% | 42% | OPEC+ policy | EIA |
| Natural gas | United States 25% · Russia 15% · Iran 6% | 46% | LNG chokepoints | EIA |
| Gold | China 10% · Russia 8% · Australia 8% | 26% | Sanctions / energy | USGS |
| Copper | Chile 23% · D.R. Congo 11% · Peru 10% | 44% | Andean disruption | USGS |
| Iron ore | Australia 37% · Brazil 16% · China 11% | 64% | China demand | USGS |
| Corn | United States 32% · China 24% · Brazil 11% | 67% | U.S. weather | USDA |
| Wheat | China 17% · EU 16% · India 14% | 47% | Black Sea exports | USDA |
| Soybeans | Brazil 39% · United States 28% · Argentina 13% | 80% | South America weather | USDA |
| Coffee | Brazil 38% · Vietnam 17% · Colombia 8% | 63% | Brazil / Vietnam weather | USDA |
| Cocoa | Côte d’Ivoire 38% · Ghana 14% · Ecuador 9% | 61% | West Africa weather | ICCO |
| Sugar | Brazil 24% · India 19% · China 6% | 49% | Ethanol switching | USDA |
| Cotton | China 24% · India 23% · Brazil 14% | 61% | Trade restrictions | USDA |
| Import market | Product | HS | Baseline | Treatment / caveat | Exposure |
|---|---|---|---|---|---|
| United States | Crude petroleum | 2709 | Free | Origin-specific measures may apply | Low |
| United States | Unwrought copper | 7403 | 1.0% | Section 232 / origin review | Watch |
| United States | Raw cane sugar | 1701 | TRQ | Quota allocation; high out-of-quota duty | High |
| United States | Coffee, not roasted | 0901 | Free | Preferential origin rules vary | Low |
| European Union | Crude petroleum | 2709 | Free | Sanctions and carbon rules separate | Low |
| European Union | Wheat | 1001 | Variable | Duty varies with class and quota | Watch |
| China | Soybeans | 1201 | 3.0% | Additional origin-specific tariffs possible | High |
| China | Copper ore | 2603 | Free | VAT and processing policy matter | Low |
| India | Gold | 7108 | 6.0% | Customs and agriculture cess structure | High |
| India | Crude petroleum | 2709 | 5.0% | Additional domestic levies may apply | Watch |