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US ocean freight costs and Philippine commodity prices

BLS Producer Price Index for deep-sea freight transportation, a US domestic proxy for global shipping cost pressure. This page lists every Philippine commodity price whose monthly changes measurably track it, the delay between the two, and how much of the move carries through.

The strongest link currently measured is Crab, Alimasag [Blue crab] (Wholesale (PSA)), which moves against us ocean freight costs with a correlation of -0.59 at a lag of 2 months, measured over 27 overlapping months. At that lag, a 10% move in us ocean freight costs has historically gone with a -10.9% move in the Crab, Alimasag [Blue crab] price.

Commodities that move with us ocean freight costs

37 links that clear both the significance and sample-size tests, strongest first.
CommodityCorrelationLagElasticityMonthsStrength
Crab, Alimasag [Blue crab] Wholesale (PSA)-0.592 months-1.0927strong
Pineapple, Formosa Farmgate (PSA)-0.593 months-6.9525strong
Cucumber, baguio Wholesale (PSA)-0.57same month-4.5129strong
Banana Saba, Green Wholesale (PSA)+0.562 months+1.0727strong
Duck Eggs, Fresh Wholesale (PSA)-0.545 months-0.4524strong
White Shrimp Wholesale (PSA)-0.521 month-0.9828strong
Papaya Retail (PSA)+0.503 months+0.3627strong
Peanut with shell, dry Wholesale (PSA)+0.495 months+0.7924moderate
Potato Retail (PSA)+0.49same month+0.8730moderate
Peanut without shell, dry Wholesale (PSA)-0.474 months-0.2825moderate
Ampalaya Retail (PSA)-0.473 months-1.2327moderate
Radish Wholesale (PSA)+0.474 months+3.0025moderate
Corngrain Yellow Wholesale (PSA)-0.473 months-0.8427moderate
Banana Latundan, ripe* Wholesale (PSA)+0.463 months+0.5426moderate
Bangus/Milkfish (Medium) Retail (PSA)-0.462 months-0.1628moderate
Onion (Red) Retail (PSA)-0.463 months-1.1627moderate
Dilis [Anchovies] Wholesale (PSA)-0.454 months-0.6025moderate
Bangus [Milkfish] Wholesale (PSA)-0.451 month-0.2728moderate
Calamansi Wholesale (PSA)+0.451 month+2.8028moderate
Corngrits Yellow Wholesale (PSA)+0.451 month+0.2329moderate
Banana Saba Farmgate (PSA)+0.441 month+1.9328moderate
Salay-salay [Crevalle] Wholesale (PSA)-0.441 month-0.7428moderate
Cabbage Wholesale (PSA)-0.441 month-2.8228moderate
Onion Red Creole (Bermuda Red) Wholesale (PSA)-0.432 months-2.1627moderate
Kangkong Retail (PSA)-0.433 months-0.8527moderate
Banana Others Farmgate (PSA)+0.433 months+2.6626moderate
Banana Saba, ripe* Wholesale (PSA)+0.423 months+0.4026moderate
Chicken egg* Wholesale (PSA)-0.424 months-0.5325moderate
Pechay native Wholesale (PSA)+0.424 months+2.2125moderate
Garlic, native Wholesale (PSA)-0.412 months-0.6727moderate
Onion White (Yellow Granex) Wholesale (PSA)-0.412 months-1.8227moderate
Coffee Excelsa (green coffee beans) Farmgate (PSA)+0.41same month+6.5329moderate
Mango Others Farmgate (PSA)-0.41same month-5.9029moderate
Banana (Saba) Retail (PSA)+0.393 months+0.2027moderate
Corngrits White Wholesale (PSA)+0.393 months+0.6927moderate
Cauliflower Wholesale (PSA)-0.39same month-3.0129moderate
Eggplant Retail (PSA)-0.381 month-1.2929moderate
Correlation is measured on month-on-month percentage changes at the lag shown. Elasticity is the percentage move in the commodity per 1% move in the driver at that lag. Months is the number of overlapping monthly observations behind the estimate.
Last recomputed 2026-08-24.

How this is measured

  1. Both series are bucketed to monthly and converted to month-on-month percentage change, so a slow-drifting price level cannot manufacture a correlation.
  2. The commodity's monthly change is regressed on the driver's change at every lag from 0 to 12 months.
  3. The lag with the strongest correlation is kept; ties resolve toward the shorter lag.
  4. The link is labelled strong, moderate, weak or none from the correlation and its p-value together — strong requires a correlation of at least 0.5 at p < 0.01, moderate at least 0.3 at p < 0.05.
  5. Pairs with fewer than 24 overlapping monthly observations are excluded from every ranking on this site, however strong they score. With thousands of comparisons run each night, thin pairs clear a significance test on noise alone.

Other drivers

Bank average lending rate (BSP)
59 links
Global supply-chain pressure (GSCPI)
55 links
BSP policy rate
53 links
El Niño / La Niña (ONI)
32 links
Headline inflation (PSA)
31 links
Maize (World Bank)
23 links
Palm oil (World Bank)
20 links
NCR regional inflation, all items (PSA)
19 links
USD/PHP (BSP)
19 links
US Fed funds rate (FRED)
17 links
Rice, Thai 5% (World Bank)
16 links
Crude oil, Brent (World Bank)
14 links

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These are statistical associations measured from historical co-movement, not proven causation, and they are not a forecast of any individual price. Figures are recomputed nightly from official published data and change as new releases land. Informational only — not financial advice.