Physical Markets Weekly: Freight Peaks, Hormuz Risk Fractures Trade Flows and Urea Rebounds
Physical commodity markets spent the week separating two concepts that are often treated as the same thing: available supply and commercially usable supply.
News
Commodity Market Reports
This listing is the published set of dated editorial reports and is the only market analysis CommodityScope publishes. Each item has its own URL, assessment window and excerpt. Nothing here is auto-generated from assessment history: a report appears only after it is written and published.
Reports cover physical refined products, nitrogen fertilizers, grains and freight when those markets were in the report window for that week. They are not a live trading feed. Latest assessments, changes and computed statistics stay on the Prices and Freight pages. How assessments are produced is explained in the methodology.
Physical Markets Weekly: Freight Becomes the Price, Diesel Supply Whipsaws and Urea Resets Lower
Physical commodity markets ended the week with freight no longer behaving like a secondary logistics cost.
Physical Markets Weekly: Atlantic Freight Shock, Strategic Stock Releases and Product Supply Risk
Physical commodity markets ended the week with a major change in the geography of the logistics shock.
Physical Markets Weekly: Diplomacy Repriced Crude While Freight Stayed Extreme
Physical commodity markets ended the week with a widening gap between benchmark-price volatility and the cost of physically executing the trade.
Physical Markets Intelligence: Freight Shock Spreads Across Crude, Refined Products and Urea
Physical commodity markets are increasingly being priced by route access and transport capacity rather than headline FOB value alone.
Physical Markets Intelligence: Freight Shock, Distillate Tightness and Urea Supply Risk
Physical commodity markets ended the week with logistics, route access and prompt availability carrying as much weight as outright price.
Tanker Market 2026: Scarcity Reprices the Fleet Ahead of Newbuildings
The tanker market is trading on two different timelines.
Physical Markets Daily: Hormuz Risk Deepens as Diesel and Regional Fuel Markets Diverge
Physical energy markets opened the week with a sharper focus on execution risk.
Physical Markets Weekly: Diesel Tightness, Freight Stress and Grain Supply Risks Build
Physical commodity markets ended the first week of September with logistics and availability carrying almost as much weight as benchmark prices.
Where the numbers live
Reports interpret; series pages carry the figures. If you want the assessment date, the published range and the published versus computed change, open the series, not the report.