Commodities.
Oil and gas stocks, futures positioning, spreads between places, crops at the port.
Reading…
Power your idea with Panbiota → · Open the instrument · Intelligence, not advice.
What it answers.
- Was this week's change in US crude stocks bigger or smaller than usual for the time of year?
- When funds crowd one side of crude while stocks build, does the price really turn against them?
- If a main pipeline route into Europe shut for the winter, which countries' gas stores would run lowest, and by when?
- Is the Shanghai–London copper gap, in dollars, now wider than shipping, financing and import costs, and how long might it hold?
- How many trading days are left before first notice on our soybean futures, and what does rolling into the next month cost today?
- When crude falls, how long does diesel at the pump take to follow in the UK, France and the US?
Who uses it.
Physical commodity traders
Daily: where to buy, where to ship, when to fix. Copper, crude and soybeans priced in each market, one currency, show a route's landed cost shifting.
Commodity and macro funds
Before adding: is the trade already crowded? Fund positioning ranked against each market's own history, beside each week's stock surprise.
Risk desks at producers, refiners and banks
Valuing futures and physical stock each evening. Notice and expiry dates, roll cost and stocks against their range show where risk sits into delivery.
Treasurers at airlines, food makers and manufacturers
Fixing next year's fuel, gas or metal bill? Each price against its long-run range shows whether you fix near the top or bottom.
Fuel retailers and fleet operators
Forecourts set prices against rivals; fleets choose where to fill. Station-by-station prices in the UK, France and Western Australia show who moved first.
What we model, test and run.
Tight stocks, crowded longs, delivery near
US crude stocks below their five-year range, funds near record long, front month over the next, first notice days away. What it has meant before, and what it likely means now.
Copper in Shanghai and London
Copper in Shanghai against London, in dollars; crude across Shanghai, the Gulf and the North Sea. Flagged when the gap beats freight, insurance, duty and financing on your terms.
Crowded funds against building stocks
When funds crowd one side while stocks build: how often the market turns against them, and how fast.
European gas winter stress run
Europe's winter from today's stores and flows: a pipeline shut, cold weeks, fewer gas cargoes. Out: each country's end-winter level and the date it breaks your floor.
Futures hedging and roll engine
Layers hedges month by month, rolls before first notice, stands aside at daily price limits. Energy, metal and grain futures. Runs in your systems, on your rules.
What we build for you.
Stock surprise gauge
Each weekly US count of crude, petrol, diesel and gas scored against what is normal for that week. Alerts when one lands outside. Europe's gas stores daily, country by country.
Crowding radar
How far funds lean in each oil, gas, metal and grain market against its own history. Extremes flagged, no trade calls.
Hedge timing tester
Your hedging rule, such as fixing more when price sits low in its range, set against fixing evenly. We show whether it truly holds.
Origin basis board
Daily cash prices against futures: soybeans at Paranaguá, and soybeans, wheat and maize at Rosario, in dollars per tonne. Basis moves day by day, beside arabica against robusta.
Pump pass-through model
How fast crude reaches the pump, rises and falls measured apart. Station by station in the UK, France and Western Australia. Tells a Perth fleet which day fills cheaper.
Delivered to you.
Morning commodity reading
Energy, metals and farm goods, before the open. What moved against its usual range, where stocks are tight, how funds lean, what reached the pump.
Roll and notice watch
Daily, per contract held: days to first notice and expiry, today's roll cost and the stock picture behind it.
Hedge decision record
The market as each hedge is placed: price against range, basis, stocks, positioning. What the desk saw, for board or auditor.
Custom gauges and alerts
Gauges and alerts around your own contracts, routes, depots or plants. Raised in your team chat and inbox; ask it anything about them.
Reading…
Power your idea → · Open the instrument · Intelligence, not advice.
We build the intelligence.