Supply shock · Demand slowdown · Policy risk · Inventory squeeze · Weather risk · Neutral watch.
Index
62 Hubs
Commodity Hubs
Each commodity hub maps the full ripple chain — from price movement to affected industries, companies, and ETFs. Click any commodity to explore its interactive Impact Map, live price data, and Research Reports.
Market Intel Board
One board for price, consensus, risk regime, and the next Shock Memo.
Designed from TradingView speed, Barchart freshness discipline, Koyfin watchlist workflow, and Platts-style provenance — but reframed as CommodityNode Decision State, not trading instruction.
Uses /assets/data/prices.json with Delayed, Proxy, and Analysis-only badges.
Uses /assets/data/forecast-consensus.json; when absent, shows honest static risk context.
Every row routes to hub, simulator, and memo workflow with source context.
| Commodity | Daily move | 90D consensus | Driver | Risk regime | Data freshness | Open Shock Memo |
|---|---|---|---|---|---|---|
| Crude Oil | Live / delayed feed | Consensus route | OPEC / Hormuz / refining spread | Supply shock | Data freshness badge | Run scenario |
| Gold | Live / delayed feed | Consensus route | Real rates / USD / central banks | Policy risk | Data freshness badge | Run scenario |
| Ethylene | Analysis-only status | Static risk context | Ethane/naphtha feedstock | Margin spread watch | Proxy methodology | Build memo |
| Palm Oil | Analysis-only status | Static risk context | Indonesia/Malaysia policy + weather | Weather risk | Proxy methodology | Build memo |
Energy
Energy Commodities
OIL
GAS
DSL
JET
LNG
COAL
He
ETH
H₂
Crude Oil
Most interconnected — 12+ industries
Natural Gas
Heating, power, chemical feedstock
Diesel
Freight and logistics lifeblood
Jet Fuel
20-30% of airline operating costs
LNG
Liquefied natural gas exports
Coal
Power generation and steelmaking
Helium
MRI, semiconductors & aerospace
Ethanol
Biofuel blending & corn demand
Hydrogen
Clean energy transition fuel
Precious Metals
Precious Metals
Au
Ag
Pt
Pd
Rh
Gold
Ultimate safe haven
Silver
Industrial + precious dual nature
Platinum
Catalysts, jewelry, fuel cells
Palladium
Auto catalytic converters
Rhodium
Rarest PGM — autocatalysts & glass
Industrial
Industrial Metals
Cu
STL
Al
Fe
Zn
Ni
Sn
LBR
W
Cr
Mo
Si
Sb
Ti
Ne
Mn
V
GRA
REE
Copper
Dr. Copper — economic bellwether
Steel
Construction and auto backbone
Aluminum
Aerospace, packaging, EVs
Iron Ore
Steel feedstock — China 70%+ demand
Zinc
Galvanizing steel, die-casting
Nickel
Stainless steel + EV batteries
Tin
Electronics solder, semiconductors
Lumber
Housing market bellwether
Tungsten
Hardest metal — defense & tooling
Chromium
Stainless steel & corrosion resistance
Molybdenum
High-strength alloys & catalysts
Silicon
Semiconductors & solar cells
Antimony
Defense, flame retardants — China 80%+
Titanium
Aerospace, defense & medical implants
Neon
Semiconductor lithography laser gas
Manganese
Steel alloys & EV battery cathodes
Vanadium
Steel rebar & grid-scale batteries
Graphite
EV battery anodes — China 65%+
Rare Earth
EV motors, wind turbines, defense
Battery Metals
Battery & Energy Transition Metals
Li
Co
U
Ga
Ge
In
Ir
Lithium
EV battery backbone
Cobalt
Critical battery material — DRC 70%+
Uranium
Nuclear renaissance fuel
Gallium
Semiconductors & 5G chips — China 98%
Germanium
Fiber optics & infrared sensors
Indium
ITO touchscreens & thin-film solar
Iridium
PEM electrolyzers & green hydrogen
Agriculture
Agricultural Commodities
WHT
CRN
SOY
PO₄
RCE
OAT
SBM
SBO
KCl
NH₃
H₂O
Wheat
Global food security indicator
Corn
Food, feed, and biofuel nexus
Soybeans
Crush margins, biodiesel, China trade
Phosphate
Fertilizer backbone — food security
Rice
Staple for 3.5B people — Asia food security
Oats
Feed grain & health food market
Soybean Meal
Animal feed protein — crush product
Soybean Oil
Cooking oil & biodiesel feedstock
Potash
Potassium fertilizer — crop yields
Ammonia
Nitrogen fertilizer & clean fuel
Water
CME futures — climate scarcity trade
Softs
Soft Commodities
CFE
SGR
COC
CTN
OJ
RBR
Coffee
Bean to latte — retail impact
Sugar
Brazil exports, ethanol diversion
Cocoa
West Africa 70%+ — climate risk
Cotton
Textile industry backbone
Orange Juice
Florida freeze & Brazil supply
Rubber
Tires, auto parts & SE Asia supply
Livestock
Livestock Commodities
LC
FC
LH
Live Cattle
Beef market — consumer staple
Feeder Cattle
Feed costs & rancher margins
Lean Hogs
Pork industry & China demand
Explore More
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