Compare like with like
Choose a consistent product, currency, location and price source. State whether the monthly figure is an average, a closing value or a range before drawing conclusions.
Explain the drivers
Review supply changes, demand, inventories, freight and relevant infrastructure constraints. Distinguish confirmed events from possible explanations.
Translate context into questions
Ask how the month’s conditions affect delivery planning, inventory needs and contract timing. A general market review does not replace a current commercial quotation or transaction-specific advice.