A commodity is a physical thing that has to move through somewhere, and the somewhere is where the risk lives. WorldbyFlow maps the chain with each stage's visibility tagged honestly, reads the price with its basis and date on every figure, and reads the routes and the calendar around it.
Written for Trades or analyses physical energy and commodity flows.·Runs in the Energy domain
Trading or analyzing physical flows is a study of structure and timing. The scans here cover both: a supply chain map with chokepoints and the parts the record cannot see, a pricing read with every figure's basis and date, a dated calendar for the bodies that move the market, a driver read, and a movement read on the route from source to offtake.
The chain from source to offtake with each stage tagged documented, representative or opaque. The structure and its chokepoints, honestly labeled.
Every price verbatim from a named source with an as-of date and its basis stated. The benchmark, with the provenance attached.
A dated calendar for OPEC, a strait or a basin, each date's basis stated. The events that move the number.
What is moving the market, with evidence for each driver. The mechanism under the view.
A flow read: route, chokepoints, documented capacity, and what the record does not show. Oil through a strait, grain out of a port.
The order matters. The first read gives you the structure; the next ones fill the parts that are hardest to source by hand.
Read the stage tags. If the opaque tiers are the ones you know are opaque, the map is honest enough to trust on the next one.
Chokepoints and documented capacity. The logistics page under a disruption view.
Scheduled, expected and estimated kept apart. What to have on the calendar.
A closure, a capacity change or a policy date at a chokepoint becomes a watched signal.
Every figure and quote links to where it came from. A claim the scan could not source is marked as such rather than dressed up.
Copy the read into the desk note as Markdown, or export it as a PDF with every price carrying its basis and date.
Ask a follow-up question of any result, or run a Red Team pass that tries to break its own conclusions before someone else does. How the grades work →
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