Most Commodity Groups Rose Today, With A Good Bounce In Crude And Ags

Natural gas prices fell despite a bullish EIA report, an indication that the huge year-to-date run may be, at least temporarily, peaking

Published Aug 5, 2021 6:41 PM ET

S&P GSCI Total Return Index | Sources: ϕpost, FactSet data

EIA data showed a smaller natural gas inventory build than expected in the US: natural gas in underground storage, lower 48 States, Absolute change, Volume for W 30 Jul (EIA, United States) at 13.00 bcf, below consensus estimate of 21.00 bcf

Pork Primal Cutout Butt up 8.9% (YTD: 68.8%)
DCE Coking Coal Continuation Month 1 up 8.0% (YTD: 47.5%)
ICE-US Sugar No. 11 up 3.8% (YTD: 20.2%)
NYMEX RBOB Gasoline up 2.0% (YTD: 62.9%)
ICE Europe Newcastle Coal up 1.8% (YTD: 95.3%)
CBoT Corn up 1.8% (YTD: 14.8%)
Zhengzhou Exchange Thermal Coal up 1.6% (YTD: 32.8%)
NYMEX NY Harbor ULSD up 1.5% (YTD: 42.7%)
NYMEX Light Sweet Crude Oil (WTI) up 1.4% (YTD: 42.4%)
ICE Europe Brent Crude up 1.3% (YTD: 37.6%)
CBoT Soybean Meal up 1.1% (YTD: -17.8%)

CME Dry Whey down -9.1% (YTD: 24.4%)
CME Random Length Lumber down -7.4% (YTD: -40.1%)
Commodities Exchange Center Iron Ore 62% Fe CFR China (TSI) down -5.8% (YTD: 10.3%)
CME Cash settled Butter down -5.8% (YTD: 11.2%)
SGX Iron Ore 62% China CFR Swap Monthly down -4.8% (YTD: 11.4%)
Gold/US Dollar 1 Month ATM Option IV down -2.4% (YTD: -22.6%)
Bursa Malaysia Crude Palm Oil down -2.2% (YTD: 16.3%)
Silver/US Dollar 1 Month ATM Option IV down -2.0% (YTD: -45.6%)
Platinum spot down -1.8% (YTD: -6.0%)
CME Live Cattle down -1.2% (YTD: 8.5%)

WTI crude front month currently at US$ 69.08 per barrel, up 1.4% (YTD: +42.4%); 6-month term structure in tightening backwardation
Brent crude front month currently at US$ 71.29 per barrel, up 1.3% (YTD: +37.6%); 6-month term structure in tightening backwardation
Brent volatility at 32.3, down -4.3% (12-month range: 24.7 - 57.6)
Newcastle Coal (ICE Europe) currently at US$ 157.25 per tonne, up 1.8% (YTD: +95.3%)
Natural Gas (Henry Hub) currently at US$ 4.15 per MMBtu, down -0.4% (YTD: +63.1%)
Gasoline (NYMEX) currently at US$ 2.30 per gallon, up 2.0% (YTD: +62.9%); 6-month term structure in widening backwardation
Low Sulphur Gasoil (ICE Europe) currently at US$ 585.00 per tonne, up 0.6% (YTD: +39.0%)

Copper (COMEX) currently at US$ 4.35 per pound, up 0.4% (YTD: +23.7%)
Iron Ore (Dalian Commodity Exchange) currently at CNY 1,135.00 per tonne, down 0.0% (YTD: +5.2%)
Aluminium (Shanghai) currently at CNY 19,840 per tonne, down -0.1% (YTD: +25.8%)
Nickel (Shanghai) currently at CNY 144,530 per tonne, down -0.2% (YTD: +15.8%)
Lead (Shanghai) currently at CNY 15,675 per tonne, down -0.8% (YTD: +6.8%)
Rebar (Shanghai) currently at CNY 5,390 per tonne, up 0.5% (YTD: +29.3%)
Tin (Shanghai) currently at CNY 232,220 per tonne, up 0.1% (YTD: +54.3%)
Zinc (Shanghai) currently at CNY 22,415 per tonne, up 0.1% (YTD: +5.9%)
Refined Cobalt (Shanghai) spot price currently at CNY 377,000 per tonne, unchanged (YTD: +37.6%)
Lithium (Shanghai) spot price currently at CNY 620,000 per tonne, unchanged (YTD: +27.8%)

Gold spot currently at US$ 1,803.46 per troy ounce, down -0.5% (YTD: -4.9%)
Gold 1-Month ATM implied volatility currently at 12.03, down -2.4% (YTD: -22.6%)
Silver spot currently at US$ 25.12 per troy ounce, down -0.9% (YTD: -4.7%)
Silver 1-Month ATM implied volatility currently at 22.11, down -2.0% (YTD: -45.6%)
Palladium spot currently at US$ 2,649.27 per troy ounce, up 0.1% (YTD: +8.4%)
Platinum spot currently at US$ 1,007.31 per troy ounce, down -1.8% (YTD: -6.0%)
Rhodium (Johnson Matthey, New York 09:30) currently at US$ 19,000 per troy ounce, unchanged (YTD: +11.4%)
Iridium (Johnson Matthey, New York 09:30) currently at US$ 5,400 per troy ounce, unchanged (YTD: +107.7%)

Live Cattle (CME) currently at US$ 122.58 cents per pound, down 1.2% (YTD: +8.5%)
Lean Hogs (CME) unchanged at US$ 109.48 cents per pound (YTD: +55.8%)
Rough Rice (CBOT) currently at US$ 13.29 cents per hundredweight, up 0.7% (YTD: +7.1%)
Soybeans Composite (CBOT) currently at US$ 1,402.50 cents per bushel, down -0.1% (YTD: +6.6%)
Corn (CBOT) currently at US$ 555.75 cents per bushel, up 1.8% (YTD: +14.8%)
Wheat Composite (CBOT) currently at US$ 712.75 cents per bushel, down -0.6% (YTD: +11.3%)
Sugar No.11 (ICE US) currently at US$ 18.62 cents per pound, up 3.8% (YTD: +20.2%)
Cotton No.2 (ICE US) currently at US$ 91.17 cents per pound, up 0.5% (YTD: +16.7%)
Cocoa (ICE US) currently at US$ 2,405 per tonne, up 0.5% (YTD: -7.6%)
Coffee Arabica (Colombia Excelso) currently at EUR 4,221 per tonne, up 0.4% (YTD: +33.4%)
Random Length Lumber (CME) currently at US$ 522.90 per 1,000 board feet, down -7.4% (YTD: -40.1%)
TSR 20 Rubber (Shanghai) currently at CNY 10,880 per tonne, up 0.4% (YTD: +8.5%)
Soybean Oil Composite (CBOT) currently at US$ 62.47 cents per pound, down -0.5% (YTD: +44.2%)
Crude Palm Oil (Bursa Malaysia) currently at MYR 4,526 per tonne, down -2.2% (YTD: +16.3%)

Baltic Dry Index (Baltic Exchange) currently at 3,318, up 1.1% (YTD: +142.9%)
Freightos China To North America West Coast Container Index currently at 19,237, unchanged (YTD: +358.1%)
Freightos North America West Coast To China Container Index currently at 1,128, down -0.4% (YTD: +117.9%)
Freightos North America East Coast To Europe Container Index currently at 670, unchanged (YTD: +84.6%)
Freightos Europe To North America East Coast Container Index currently at 6,031, up 1.0% (YTD: +222.7%)
Freightos China To North Europe Container Index currently at 13,836, unchanged (YTD: +144.3%)
Freightos North Europe To China Container Index currently at 1,644, unchanged (YTD: +19.5%)
Freightos Europe To South America West Coast Container Index currently at 4,621, unchanged (YTD: +173.2%)

EUA futures front month (European Energy Exchange) currently at EUR 55.98 per tonne, up 0.9% (YTD: +71.1%)

EUA CO2 Permits Prices | Sources: phipost.com, Refinitiv data