Markets · Commodities
Commodities cockpit
Futures-curve states, EIA inventories + crack spread, CFTC positioning, Baltic freight, ag export sales and crop weather — one surface over the in-house commodities layer.
Refining · 3-2-1 crack spread
Needs CL/RB/HO futures settles.
Refiner margin proxy: (2×gasoline + distillate)×42 ÷ 3 − crude, from front-month futures.
Futures-curve state by group
No futures curves yet.
EIA petroleum inventories · latest week (Δ)
Crude (ex-SPR)426.5M kbbl-7227.0
Distillate102.1M kbbl-200.0
Gasoline215.1M kbbl+186.0
Stock build (+, bearish) / draw (−, bullish) vs prior week.
CFTC managed-money positioning · net %OI (1y z)
Gold+0.2%long
Silver+7.7%long
Soybeans+7.1%long
Crude oil+4.5%long
Natural gas+1.4%long
Copper+6.9%long
Corn-4.2%short
Wheat-14.1%short
Baltic freight indices
No Baltic data yet.
Crop weather · temp anomaly
US Plains+7.9°
EU Wheat Belt+6.9°
China North Plain+6.3°
Black Sea (Ukraine/Russia)+5.6°
Australia Wheat Belt-4.8°
US Midwest+3.7°
USDA FAS · weekly net export sales
No export-sales yet.