Trade conditions at a glance

Commodities first, then the state of the world's shipping lanes, freight costs, and trade flows — and what any of it means for your portfolio.

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PRO

Container rates

SCFI composite index and top-route container freight rates.

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PRO

Strategic reserves

US Strategic Petroleum Reserve inventory and weekly draw / build.

INTELLIGENCE

Commodity curve

Forward curves across crude, gas, base + precious metals.

INTELLIGENCE

Commodity flows

Global commodity flow map — origin, transit, and destination by volume.

PRO

Trade exposure

Portfolio weight routed through contested maritime chokepoints.

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