Commodity Explorer
Track global supply chains, disruptions, and economic transmission
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DISRUPTEDCrude Oil
$105/bbl Brent
Top Producers: Saudi Arabia, Russia, USA
Trade Route: Strait of Hormuz (86-95% reduction)
CPI/PPI Impact: Energy (gasoline, heating), Transport, Food (via shipping costs)
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DISRUPTEDSteel
10.7M tonnes Iranian capacity offline
Top Producers: China, India, Japan, Iran (10th globally)
Trade Route: Iran → Turkey, Iran → China (both disrupted)
CPI/PPI Impact: Construction materials, Autos, Appliances, Infrastructure
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DISRUPTEDAluminum
4M+ tonnes Gulf capacity at risk
Top Producers: China, India, Russia, UAE, Bahrain
Trade Route: UAE/Bahrain → Europe, USA (disrupted)
CPI/PPI Impact: Packaging, Auto parts, Construction, Electronics
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DISRUPTEDLNG
Ras Laffan 77M tonnes — damaged
Top Producers: Qatar, Australia, USA
Trade Route: Qatar → Japan, South Korea, Europe (disrupted)
CPI/PPI Impact: Electricity, Industrial heating, Fertilizer production
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CRITICALHelium
30% of semiconductor-grade supply offline
Top Producers: USA, Qatar, Algeria
Trade Route: Qatar → global chip fabs (disrupted)
CPI/PPI Impact: Semiconductors, Electronics, Medical equipment
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ELEVATEDSulfur
50% of seaborne trade from Gulf
Top Producers: Canada, Russia, Middle East
Trade Route: Kuwait → Indonesia, DRC (disrupted)
CPI/PPI Impact: Batteries (via nickel processing), Fertilizers, Chemicals
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ELEVATEDFertilizers (Potash/Urea)
20-30% of trade via Hormuz
Top Producers: Russia, Canada, China, Belarus
Trade Route: Multiple routes disrupted by shipping costs
CPI/PPI Impact: Food prices (corn, wheat, soy), Agriculture input costs
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ELEVATEDWheat
Shipping costs +40% on rerouted grain
Top Producers: Russia, EU, Canada, USA, Australia
Trade Route: Black Sea → MENA (indirect disruption via energy costs)
CPI/PPI Impact: Bread, Cereals, Food staples, Animal feed