Assessment
Commodity Price Trend Assessment
A full written outlook on near-term price direction for one commodity or a tightly related basket, with a live walkthrough of the conclusions.
Who this is for
Trading desks, regional importers, and procurement leads who already follow a commodity closely and still need an independent assessment before locking volumes, timing a tender, or adjusting hedges. Typical clients cover base metals, energy grades traded into ASEAN, agricultural softs, and industrial inputs priced off regional benchmarks.
What you receive
- A written price trend assessment covering the drivers that matter for your contract months
- Separate treatment of physical supply, demand seasonality, inventories, and currency or freight overlays
- Decision checkpoints — what would confirm the base case, and what would force a rethink
- A 90-minute live walkthrough from our Sathorn office or by video for remote stakeholders
- A short executive summary suitable for non-specialist sponsors
What is excluded
This engagement is not continuous market coverage, brokerage, or execution advice. We do not place orders, manage portfolios, or issue personal investment recommendations. Positions already on your books remain your responsibility.
How the work unfolds
- Intake — You share the commodity, contract months, physical exposure, and the decision deadline.
- Framing call — We align on assumptions, red lines, and which stakeholder questions must be answered.
- Assessment — Research, cross-checks against public market data and your constraints, then drafting.
- Walkthrough — We present findings, stress the weak points of the case, and answer desk questions.
- Handover — Final pack delivered as PDF with a one-page checkpoint sheet.
Preparation we ask for
Contract month priorities, known physical commitments, any internal forecasts already in circulation, and clarity on whether the audience is traders, procurement, or both. If freight or FX dominates your landed cost, say so early so we do not bury that in a footnote.
Constraints
We take a limited number of assessments each month so each brief stays specific. Multi-commodity baskets are accepted only when the links are genuine; otherwise we recommend separate assessments.
Pricing basis
Fixed project fee from THB 85,000, set after intake based on commodity complexity and stakeholder count. Urgent timelines under seven business days are quoted separately when capacity allows.
Next step
Request this assessment with your commodity and decision window. We reply with fit, scope, and a proposed start date.