Commodity Prices

Macroeconomics

Turkish: Emtia Fiyatları

Short definition

Commodity prices are international market prices of standard inputs — energy, metals, agri. They move variable cost, inventory cash and sometimes the selling price together.

Detailed explanation

USD commodities enter TRY cost times FX; the double shock (price × FX) breaks the 13-week. Contracts (take-or-pay, formula price) set pass-through.

A hedge carries basis: Brent is not your product. Inventory costing carries past commodity into today’s margin.

Why it matters for the CFO

An “operational” EBITDA improvement can be a commodity drop. The reverse erodes contribution when the price list lags.

How to read it

Which commodity is your basket? A headline index misleads. Days of inventory is the lag before the shock hits P&L.

Related calculators

Güven Sayılgan’s writing on this topic

What to learn next

  1. Producer Price Index (PPI)
  2. Contribution Margin
  3. FX Risk
  4. Hedging
  5. Working Capital

Definitions are educational. They are not investment, credit or tax advice.