Commodities at Sea

**Overview**

Commodities at Sea (CAS) offers near real-time visibility into vessel-by-vessel cargo intelligence and represents the fastest way at S&P Global Commodity Insights for users to gain visibility into waterborne commodity supply and inventories, import/export trade flows and relationships and fleet employment metrics. CAS is used by commodity and freight trading teams, market researchers and also portfolio managers at investment funds to help potentially better identify trading insights and calibrate their decisions to rapidly changing market conditions.

How can you use this?

- Identify potential supply and demand signals that potentially shape price and timing decisions for your trading

- Anchor your market understanding in facts to better shape your expectations for near-term market conditions
- Support regular supply balance reporting and trade workflows
- Include as inputs for in-house forecasts
- Identify the commodities on each ship globally and see ETAs to anticipate shifts in the markets
- Track buyer-seller behaviors, changing trade relationships & supplier preferences
- Assess freight dynamics to identify directional pressures on rates and inform chartering decisions
- Use customizable alerts, vessel watchlists, custom zones and live tracking to monitor vessel activity
- Understand physical market changes that can influence derivatives markets and support hedging & investing decisions

This dataset includes:

- Intra-day updates with users able to access fresh data twice daily, 7 days a week, 365 days per year

- Historical loadings data dating back to 2016, with a complete accounting of daily loading and discharges around the world beginning January 2017
- Global waterborne commodity flows at the terminal, port, country, region and even company level of detail
- Cross-commodity / cross-sector visibility on all major commodities moved on oil and products tankers, LPG carriers and dry bulk carriers such as Energy (Liquid / Dry), NGLs, Industrial Raw Materials & Minerals and Fertilizers

**Use cases**
- Fundamental Analysis - Commodities at Sea (CAS) datasets offer near-real time visibility into commodity trade flows (imports/exports), waterborne and onshore inventories and fleet dynamics that collectively can help users better understand shifts in supply and demand and support the construction of short term market outlooks / forecasts for trade and the price of commodities and freight.

- Market Analysis - Commodities at Sea (CAS) datasets offer near-real time visibility into commodity trade flows (imports/exports), waterborne and onshore inventories and fleet dynamics that is built around ship-specific cargo details and that collectively can help users with a wide variety of market analysis including identifying shifts in supply and demand and building short term market outlooks / forecasts for trade and the price of commodities and freight.
- Supply Chain - Commodities at Sea (CAS) datasets offer near-real time visibility into cargoes on tankers globally and into the supply chains of commodities such as oil, fuel and NGL/LPG in ways that can help users to identify disruptions and assess impacts, monitor supply chain chokepoints and spot changes in trade relationships, commodity trade flows (imports/exports), waterborne and onshore inventories and fleet dynamics.

**Product details**
Sample Fields:
A ) COMMODITY_MOVEMENTS_LIQUIDBULK
B ) OIL_ON_WATER

Sample Fields:

A ) COMMODITY_MOVEMENTS_LIQUIDBULK

- VESSEL_NAME 
- VESSEL_SIZECLASS 
- VESSEL_DWT 
- LOAD_DATE_UTC 
- LOAD_PORT_DEPARTURE_DATE 
- DISCHARGE_COUNTRY_TERRITORY_FIRST_ARRIVAL_DATE 
- DISCHARGE_DATE_UTC 
- DISCHARGE_PORT_ARRIVAL_DATE 
- LOAD_TERMINAL 
- LOAD_PORT 
- LOAD_COUNTRY_TERRITORY 
- DISCHARGE_TERMINAL 
- DISCHARGE_PORT 
- DISCHARGE_COUNTRY_TERRITORY 
- COMMODITY_CATEGORY 
- COMMODITY_TYPE 
- COMMODITY_GRADE 
- COMMODITY_QUANTITY 

B) OIL_ON_WATER

- LOAD_COUNTRY_TERRITORY 
- LOAD_REGION 
- DISCHARGE_COUNTRY_TERRITORY 
- DISCHARGE_REGION 
- COMMODITY_QUANTITY_UNITS 
- GLOBAL_REGION

View Descriptions:

- CAS_DICTIONARY - Contains descriptions and examples of each of the columns in the above views for a better understanding of the dataset
- COMMODITY_MOVEMENTS_DRYBULK - Describes dry bulk commodities sea transportation details
- COMMODITY_MOVEMENTS_LIQUIDBULK - Describes liquid bulk commodities sea transportation details
- OIL_ON_WATER - Describes crude oil sea transportation data
- TEMPORARY_FLOATING_STORAGE_CLEAN - Describes the commodities stored on vessels and vessel data
- TEMPORARY_FLOATING_STORAGE_DIRTY - Describes the commodities stored on vessels and vessel data
- URSA_DATA - Describes the storage capacity details data
- VESSEL_POSITION_AGGREGATES_DRYBULK - Describes vessel details such as capacity and speed under different states - laden,ballast
- VESSEL_POSITION_AGGREGATES_LIQUIDBULK - Describes vessel details such as capacity and speed under different states - laden,ballast

**概述**

海上商品（Commodities at Sea，简称CAS）可提供逐船货运情报的近实时可视性，是标普全球商品洞察（S&P Global Commodity Insights）平台中，用户获取水上商品供应链与库存、进出口贸易流及贸易关系、船队运营指标的最快途径。商品及货运交易团队、市场研究人员，以及投资基金的投资组合经理均可使用CAS，以更好地识别交易洞察，并针对快速变化的市场环境调整决策。

## 您可通过该数据集实现以下用途：
- 识别可能影响价格与交易时机决策的潜在供需信号
- 以事实为基础锚定市场认知，更好地预判短期市场态势
- 支撑常规供需平衡报告与贸易工作流程
- 作为内部预测模型的输入项
- 识别全球各船舶运载的商品品类，并查看预计到达时间（ETA）以预判市场变动
- 追踪买卖双方行为、贸易关系变化与供应商偏好
- 评估货运动态，识别运价的方向性压力，并为租船决策提供参考
- 通过可自定义警报、船舶关注列表、自定义区域与实时追踪功能监控船舶活动
- 了解可能影响衍生品市场的实体市场变化，为套期保值与投资决策提供支持

**本数据集包含以下内容：**
- 每日两次的日内更新：全年无休（每周7天、每年365天）为用户提供新鲜数据
- 可追溯至2016年的历史装货数据，自2017年1月起涵盖全球每日完整的装货与卸货记录
- 涵盖码头、港口、国家、区域乃至企业层级的全球水上商品贸易流详情
- 针对油轮及成品油轮、液化石油气（LPG）船与干散货船所运输的所有主要大宗商品的跨品类/跨领域可视性，涵盖能源（液态/固态）、天然汽油（NGLs）、工业原材料与矿物，以及化肥等品类

**应用场景**
- 基本面分析：海上商品（CAS）数据集可提供大宗商品贸易流（进出口）、水上与在岸库存、船队动态的近实时可视性，助力用户更好地理解供需变化，为贸易、大宗商品与货运价格构建短期市场展望/预测模型。
- 市场分析：海上商品（CAS）数据集基于单船货运细节，提供大宗商品贸易流（进出口）、水上与在岸库存、船队动态的近实时可视性，可广泛支撑各类市场分析工作，包括识别供需变化、构建贸易与大宗商品及货运价格的短期市场展望/预测模型。
- 供应链管理：海上商品（CAS）数据集可提供全球油轮货运的近实时可视性，以及石油、燃料、天然汽油/液化石油气等大宗商品的供应链可视性，助力用户识别供应链中断并评估其影响、监控供应链瓶颈、发现贸易关系、大宗商品贸易流（进出口）、水上与在岸库存及船队动态的变化。

**产品详情**
### 示例字段：
A) 液态散货商品运输（COMMODITY_MOVEMENTS_LIQUIDBULK）
B) 水上原油运输（OIL_ON_WATER）

### 示例字段：
A) 液态散货商品运输（COMMODITY_MOVEMENTS_LIQUIDBULK）
- 船舶名称（VESSEL_NAME）
- 船舶吨位级别（VESSEL_SIZECLASS）
- 船舶载重吨（VESSEL_DWT）
- 装货日期（UTC）（LOAD_DATE_UTC）
- 装货港离港日期（LOAD_PORT_DEPARTURE_DATE）
- 首个抵达卸货国家/地区日期（DISCHARGE_COUNTRY_TERRITORY_FIRST_ARRIVAL_DATE）
- 卸货日期（UTC）（DISCHARGE_DATE_UTC）
- 卸货港抵港日期（DISCHARGE_PORT_ARRIVAL_DATE）
- 装货码头（LOAD_TERMINAL）
- 装货港（LOAD_PORT）
- 装货国家/地区（LOAD_COUNTRY_TERRITORY）
- 卸货码头（DISCHARGE_TERMINAL）
- 卸货港（DISCHARGE_PORT）
- 卸货国家/地区（DISCHARGE_COUNTRY_TERRITORY）
- 商品类别（COMMODITY_CATEGORY）
- 商品类型（COMMODITY_TYPE）
- 商品品级（COMMODITY_GRADE）
- 商品数量（COMMODITY_QUANTITY）

B) 水上原油运输（OIL_ON_WATER）
- 装货国家/地区（LOAD_COUNTRY_TERRITORY）
- 装货区域（LOAD_REGION）
- 卸货国家/地区（DISCHARGE_COUNTRY_TERRITORY）
- 卸货区域（DISCHARGE_REGION）
- 商品数量单位（COMMODITY_QUANTITY_UNITS）
- 全球区域（GLOBAL_REGION）

### 视图说明：
- CAS_DICTIONARY：包含上述各视图的字段说明与示例，帮助用户更好地理解数据集
- COMMODITY_MOVEMENTS_DRYBULK：说明干散货大宗商品的海上运输详情
- COMMODITY_MOVEMENTS_LIQUIDBULK：说明液态散货大宗商品的海上运输详情
- OIL_ON_WATER：说明原油海上运输数据
- TEMPORARY_FLOATING_STORAGE_CLEAN：说明船舶存储的商品及船舶相关数据
- TEMPORARY_FLOATING_STORAGE_DIRTY：说明船舶存储的商品及船舶相关数据
- URSA_DATA：说明存储容量详情数据
- VESSEL_POSITION_AGGREGATES_DRYBULK：说明船舶在不同运营状态（满载、压载）下的运力与航速等详情
- VESSEL_POSITION_AGGREGATES_LIQUIDBULK：说明船舶在不同运营状态（满载、压载）下的运力与航速等详情

搜集汇总

背景与挑战

背景概述

Commodities at Sea数据集提供全球海运商品的近实时动态信息，涵盖油轮、干散货船等运输的各类商品数据，包括货物运输详情、贸易流向和库存变化等，支持商品交易决策、市场分析和供应链管理。数据每日更新两次，并包含自2016年以来的历史记录。