Start with a real market question
Each flagship hub answers a practical question: which sectors, companies, and supply chains become exposed when a commodity shock is large enough to matter?
Mobile fallback uses a simplified 2D heatmap
Commodity Market Intelligence OS · Last verified snapshot · June 1 · research-only · no trading advice
Turn commodity shocks into company-level risk memos.
Commodity shocks are not the answer. The exposed companies are. Turn commodity shocks into company-level research memos.
Map price shocks into forecast context, sector exposure, company sensitivity, and research-ready Shock Memos — so you can see what changed, who is exposed, and what to verify next. Powered by forecast ensembles, regime detection, and model-assisted research workflows.
Today’s Shock Route · June 1 Diesel -7.75% → fuel-margin reset watch Companies surfaced: AAL · UPS · DOW · NEE Open today’s memo route → CommodityInput pathCompany watchMemo
62 commodity hubs
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Chronos-2 + TimesFM 90-day consensus
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10 premium decision products
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Commodity market intelligence · Supply-chain risk analytics
Foranalysts, operators, procurement teams, and market watchers tracking commodity-linked risk
You geta Shock Memo that names the exposed companies, the scenario path, and the next verification checklist
Upgrade whenyou need the full company sensitivity table, forecast range, exportable memo, and saved workspace
01Commodity price shockVerified snapshot and freshness guardrails
02Market Regime Fieldregime shift and transition risk
03forecast uncertaintyChronos-2 + TimesFM forecast fan chart
04Shock MemoDecision artifact routing, research memo generation, and Pro unlock
June 1 snapshot: diesel/heating oil -7.75%, coal -7.04%, aluminum -6.15%, orange juice -5.84%, copper +2.96% — mapped into Shock Memo routes for fuel-margin reset, metals divergence and food/feed volatility.
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WTI Today
206 reports
Research Reports
62 hubs
Commodity Hubs
Publisher quality signal
Built for readers who need commodity context they can verify.
CommodityNode is not a headline scraper or a generic AI article farm. The public site is organized around traceable research surfaces: commodity hubs, source-aware methodology, correction paths, and research-only scenario workflows.
Check the evidence lanes
Pages separate price action from confirming evidence such as inventory, spreads, producer guidance, filings, macro releases, and data freshness labels.
Read the limits before the memo
Forecasts are scenario ranges, not guarantees. Weak feeds are labeled or suppressed, and correction requests route through a public contact path.
Market Regime Field
Every point is a market regime.
CommodityNode maps momentum, volatility, liquidity, and catalyst pressure into a live state space, identifying when a commodity is shifting from ordinary noise into decision-relevant regime change.
scenario = map(research context − unmanaged risk)
Forecast stack
regime layer
scenario response
Decision artifact · Shock Route Map: commodity → sector → company → memo
Forecast Fan: p10–p90 uncertainty band
Model Agreement Rail: disagreement routes deeper review
Use this as forecast context, not a price target.
Live regime map, exposure context, and scenario handoff in one view.
84% research confidence
3 linked sectors
Illustrative model simulation. Research and decision-support only.
CINEMATIC REGIME COCKPIT · LATENT REGIME MANIFOLD
Momentum / Volatility / Liquidity / Catalyst / Exposure
Regime confidence84% · Volatility P91
Transition riskReview scenario
Research confidence84%
Forecast Proof
Forecast ranges for shock-driven markets
Consensus forecasts built from Chronos-2 and TimesFM 2.5, with agreement scoring, full scenario bands, freshness, limitations, and research-only guardrails.
Gold
Consensus forecast with dual-model comparison and agreement scoring
HistoricalHist.
Median (P50)P50
Chronos-2Chronos
TimesFM 2.5TimesFM
P10-P90 consensus rangeRange
Current Price
$4,614
90-Day Consensus
$4,169
-9.6%
Upside (P90)
$4,775
Downside (P10)
$2,885
Decision Layer
Consensus
Chronos-2 + TimesFM 2.5
Model-assisted forecast ranges for all major commodities
Consensus, Chronos-2, and TimesFM views for copper, silver, wheat, uranium, lithium, and more.
Forecast disagreement panel
Chronos-2 vs TimesFM disagreement
Model spread, agreement score, and horizon drift are shown before any research memo unlock. High disagreement routes the workflow into scenario validation and research-only review instead of a single-point forecast claim.
Shock propagation
Impact Constellation maps the second-order ripple after the forecast.
Once the regime field and forecast path are visible, CommodityNode translates the shock into beneficiary, pressure, watchlist, and sector-propagation context.
Investigable heatmap
Local Universe View keeps the commodity, company, macro, and research lanes inspectable.
Inspect Gold-linked companies, macro drivers, substitute paths, and research reports without leaving the market map. Interactive relationship evidence lanes keep the selected object, linked drivers, and next-step context separate. The graph upgrades to a 3D universe when the visual runtime is available.
Static relationship matrix
Gold links to USD, real yields, central-bank demand, miners, and research evidence before the graph runtime loads.
GoldUSD IndexReal yieldsCentral banksMiners
Gold-0.70-0.78+0.74+0.68
GLD ETF-0.48-0.52+0.61+0.46
Newmont-0.34-0.41+0.53+1.00
Central banks-0.39-0.57+0.74+0.44
Investigable heatmap fallback
Gold → miners, ETFs, real yields, USD, central banks, and research reports
Inspect Gold-linked companies, macro drivers, substitute paths, and research reports. Interactive 3D lanes load when the graph runtime is ready.
GoldUSD IndexReal yieldsCentral banksMiners
Gold-0.70-0.78+0.74+0.68
GLD ETF-0.48-0.52+0.61+0.46
Newmont-0.34-0.41+0.53+1.00
Central banks-0.39-0.57+0.74+0.44
USD Index+1.00+0.52-0.39-0.31
Research reportsmacroratesdemandexposure
How it works
Three steps from commodity shock to research context
No new language to learn. Track the move, map who is exposed, then stress-test scenarios for planning.
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01
Track the shock
Live commodity tape with 52-week range, agreement score, and disruption alerts — not another headline feed.
See live hubs in the main navigation -
02
Map the impact
Industries, sectors, and named companies ranked by sensitivity to each move — with confidence and model agreement.
Open Intelligence Lab from the main navigation -
03
Stress-test scenarios
Run Iran · China · OPEC · Fed scenarios against your watchlist and save a repeatable daily workflow.
Run the simulator once the move deserves work
Today’s research setups
Start with the commodity moves most likely to change business risk context now.
Each setup starts with the live move, translates the downstream implication, then routes you into the hub or simulator for research context.
Why this is different
Headlines tell you what moved. Charts tell you where the price changed. CommodityNode shows which sectors, companies, and scenarios deserve deeper review.
Best route to a decision
Open the setup → read the live narrative → verify the forecast → model the scenario. Pro becomes relevant only when you need to finish the workflow.
Personalized command center
Build your commodity decision workflow once. Reuse it every day.
Save your role, key commodities, watchlist names, and event playbooks so CommodityNode can route you straight to the setups that matter. This is how the product stops being a read and starts becoming a repeatable edge.
Generate the first shock memo now; saving the workflow is optional after you see the answer.
Build your workflow once, then use CommodityNode as a faster daily decision surface.
Saved in this browser
Saved role
Choose a role to personalize
Saved commodities
Use a preset or pick a commodity
Saved watchlist
Add tickers to map exposure
Saved playbooks
No event playbooks saved yet
Personalized Shock Memo Preview
Two free answers first. The locked Pro research memo appears only after value is visible.
Start with a current commodity move, see the exposure path, then unlock the deeper company sensitivity mapping, substitute chains, and Forecast uncertainty range when the workflow matters.
Natural Gas pressure is translating into utility fuel planning, LNG margin review, and fertilizer input-cost sensitivity.
Propagation map routes the shock into power producers, chemicals, transport fuel exposure, and procurement planning support.
Unlock the research-ready memo with Forecast uncertainty range, substitute chains, exposure confidence, and methodology notes.
Unlock Pro memoMarket scenario analytics
Move the shock slider and watch exposure propagate.
The simulator converts oil, gas, metals, and agriculture shocks into sector exposure, substitute-chain pressure, and supply-chain risk analytics without trading advice.
Run scenario simulatorAirlinesMargin pressure
RefinersSpread review
ChemicalsInput cost watch
ConsumersFuel drag
Intelligence Lab
A premium workspace for commodity questions, model outputs, and research unlocks.
The lab turns a user question, commodity input, and saved watchlist into forecast context, exposure mapping, and a research memo route with clear freshness, limitations, and research-only disclaimers.
Open Intelligence LabQuestionWhat if gas spikes?
InputCommodity + watchlist
OutputResearch memo route
Pro unlockCompany sensitivity table
Commodity Universe
See how commodity shocks connect to companies, sectors, and themes in one market map.
Move from commodity hubs to company, sector, and theme exposure without dropping the active shock scenario.
Open Commodity UniverseHubsLive price context
CompaniesCompany sensitivity mapping
IndustriesSector exposure
ThemesSubstitution routes
PayPal Pro unlock
Pay only when the locked research artifact is worth opening.
Pro unlock is tied to the specific memo, scenario, and company sensitivity mapping you are viewing. PayPal server verification confirms access after checkout.
Pro 30-Day Research Access
Shock Memo + Scenario Simulator + Intelligence Lab
Educational and informational analytics for market scenario analytics, procurement planning support, and research memo generation.
Compare Pro unlockFlagship decision strip
Turn the shock into a scan-first workflow.
Instead of reading blocks of copy, scan the live move, forecast pressure, regime, and confidence first — then open the downstream path only when the move deserves more work.
Impact flow Sankey
See where today’s commodity shock transmits next.
Latest verified commodity transmission path across sectors and names.
One question. One workflow.
What shock do you want to understand next?
Type a commodity, sector, or event. We'll route you into the live hub, the matching scenario, and the report that already covers it.
Methodology, Risk & Trust
Every forecast and RL visual carries freshness, limitations, and a research-only disclaimer.
CommodityNode labels direct futures, proxy benchmarks, model-assisted forecasts, and analysis-only pages. The product is Research and decision-support only, not advice, brokerage, or return promises.
Read methodologyFreshnessArtifact timestamp
LimitationsProxy and feed labels
Research-onlyNo recommendations
ReviewMethodology and corrections
Research brief
Commodity shocks become company-level research memos.
Workflow definition
CommodityNode maps oil, gas, metals, grains, and critical-material moves into forecast context, exposed sectors, company sensitivity, and scenario memo routes.
Platform boundary
CommodityNode is a research-only commodity intelligence platform. Its core workflow is commodity shock → forecast range → exposed companies → scenario memo; it does not provide trade alerts, personalized investment advice, brokerage, or order execution.
Model proof workflow
News catalyst → forecast range → research route → impact workflow
Each premium memo ties a market catalyst to forecast uncertainty, model-policy context, exposed company routes, and an invalidation checklist.
catalystforecast bandpolicy contextcompany route
Timestamped proof
Historical replay, not a live trading guarantee.
Model call snapshots and catalyst notes are rendered from safe local JSON paths and routed into research reports for auditability.