βš”οΈ Sensitive Price Changes since the War on Iran

Updated every market day
Last updated: β€”
StartEnd

πŸ›’οΈ Crude Oil (USD/bbl)

πŸ”₯ LNG / Natural Gas (USD/MMBtu)

🌾 Fertilizers β€” Asian Delivery (USD/mt)

🫧 Helium β€” NE Asia Spot (USD/Mcf)

⚑ Why NE Asia spot? The Ras Laffan shutdown took offline ~33% of global helium supply. NE Asia spot prices (used by chip fabs for EUV lithography cooling) reflect the real-time shortage β€” surging from ~$79 to ~$153/Mcf since the war began.

🚒 FBX11 β€” East Asia β†’ North Europe Container Freight (USD/FEU, weekly Fridays)