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Supply Balance & Feedstock Economics

Stocks, Gas Feedstocks & Production Economics

Monitor the available Fujairah oil-product inventory readings, natural-gas assessments and regional urea production-cost estimates. Their quantities, units and dates differ; use the notes below and the individual series pages to interpret each measure.

21 Oct 2026

TTF Month Ahead

$28.60 /mmBtu
21 Oct 2026

Fujairah Middle Distillate Stocks

2,261 '000 bbl
-513.00 wk
17 Oct 2026

Baltic Dry Index

2,511 pts
-406.00 wk
21 Oct 2026

NWE Urea Production Cost

$678.38 /mt

Terminal inventories (3)

Oil-product inventory readings at the named terminals.

Indicator NameCategory / HubLatest ValueAssessment DateAction
Fujairah Light Distillate StocksFujairah1304.00 thousand barrels21 Oct 2026Series History →
Fujairah Middle Distillate StocksFujairah2261.00 thousand barrels21 Oct 2026Series History →
Fujairah Heavy Distillate & Residue StocksFujairah3682.00 thousand barrels21 Oct 2026Series History →

Natural gas feedstocks (2)

Henry Hub and TTF assessments used as feedstock markers.

Indicator NameCategory / HubLatest ValueAssessment DateAction
Henry Hub Natural GasHenry Hub$3.22/mmBtu21 Oct 2026Series History →
TTF Month AheadTTF$28.60/mmBtu21 Oct 2026Series History →

Production costs and nutrient values (11)

Cash production-cost estimates and nutrient-value indicators.

Indicator NameCategory / HubLatest ValueAssessment DateAction
Urea Production Cost — Northwest EuropeNWE FOB equivalent$678.38/mt21 Oct 2026Series History →
Urea Production Cost — US GulfUS Gulf FOB equivalent$117.42/mt21 Oct 2026Series History →
Granular Urea Nutrient Value — Middle EastFOB netbacks$8.28/unit N21 Oct 2026Series History →
Granular Urea Nutrient Value — French AtlanticFCA€11.96/unit N21 Oct 2026Series History →
Prilled Urea Nutrient Value — BalticFOB$8.59/unit N21 Oct 2026Series History →
Prilled Urea Nutrient Value — Southeast AsiaCFR$8.70/unit N21 Oct 2026Series History →
AN Nutrient Value — BalticFOB$10.15/unit N21 Oct 2026Series History →
UAN 30 Nutrient Value — RouenFCA€15.00/unit N21 Oct 2026Series History →
UAN 32 Nutrient Value — NOLAFOB$12.03/unit N21 Oct 2026Series History →
Ammonium Sulphate Nutrient Value — BrazilCFR$11.55/unit N21 Oct 2026Series History →
Ammonium Sulphate Nutrient Value — Southeast AsiaCFR$12.14/unit N21 Oct 2026Series History →

Freight and reference indices (6)

Baltic dry-bulk and other published freight reference indices.

Indicator NameCategory / HubLatest ValueAssessment DateAction
Baltic Dry Index (BDI)Global dry bulk2511 index points17 Oct 2026Series History →
Baltic Capesize IndexCapesize3249 index points17 Oct 2026Series History →
Baltic Panamax IndexPanamax2314 index points17 Oct 2026Series History →
Baltic Supramax IndexSupramax1865 index points17 Oct 2026Series History →
Baltic Handysize IndexHandysize1011 index points17 Oct 2026Series History →
Freightos Baltic Container IndexGlobal 40ft container$3560.00/FEU17 Oct 2026Series History →

Stocks, costs and reference prices measure different things

Fujairah inventory series are quantities in thousand barrels, not dollar prices. Weekly inventory changes refer to stocks; identical readings repeated in later daily reports are not new weekly surveys.

Gas readings are quoted in their stated currency and energy unit. Production-cost figures are CommodityScope modelled estimates per product tonne. Nutrient values use the series nitrogen-unit convention. These cannot be ranked together as if they were prices for the same commodity.

Read each date and frequency independently. Open a series for its historical range and calculation details. Modelled cost estimates do not establish the realised margin or operating rate of any particular plant.

Sources and methodology