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Beyond Chips: The 3 Layers Of The AI Value Chain

Beyond Chips: The 3 Layers Of The AI Value Chain | EN590 Commodities Group
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$102.14/bbl   +0.34%$96.90/bbl   +0.21%$846/MT   +0.18%$1090/MT   +0.55%$450/MT   -0.15%$470/MT   +0.08%
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Beyond Chips: The 3 Layers Of The AI Value Chain

2026-10-09T13:41:00-04:00
Source: seekingalpha.com
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For most of this AI cycle, the surprises came from chips.

This year, we are seeing more also come from higher up the chain: the model companies, and a new wave of AI applications..

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Indicative Market Prices October 09, 2026 20:52 UTC
ProductPriceChange
Brent Crude$102.14/bbl +0.34%
WTI Crude$96.90/bbl +0.21%
EN590 Diesel$846/MT +0.18%
Jet Fuel A-1$1090/MT +0.55%
Mazut M100$450/MT -0.15%
Bitumen 60/70$470/MT +0.08%
Sulphur Gran 99.5%$470/MT -0.44%
Urea 46% Gran$650/MT +1.12%
NPK 16-16-16$460/MT -0.28%
Nat Gas TTF$15.42/MMBtu +0.92%
* Indicative prices for reference only. Contact us for firm offers.
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