Speculators bet on continued improvement in tanker flows through the Strait of Hormuz. Natural gas bears bet on loose summer fundamentals with the largest short position since November 2024.
Speculators bet on continued improvement in tanker flows through the Strait of Hormuz. Natural gas bears retreat on optimistic summer power demand expectations.
Henry Hub sees upside price risks emerge from speculative positioning, as fund managers' short interest in NYMEX natural gas gained to a five-month high and the 85th percentile of the trailing 10YR distribution.
Speculative short interest in NYMEX natural gas rebounded to a four-month high. Fund managers' crude complex positioning shows cautious preparation for a U.S.-Iran peace deal.
Fund managers' short interest in NYMEX natural gas held at elevated levels last week, while crude complex positioning reflects the market's ongoing debate about U.S.-Iran negotiations and underlying supply disruptions.
Fund managers ramp short interest in NYMEX natural gas as weak shoulder season demand and healthy storage weigh on near-term expectations.
Money managers net interest in ICE Brent holds near historical highs while uncertainty pushes more speculators to the sidelines.
Money managers net interest in ICE Brent holds near historical highs but headline-driven volatility has started pushing speculators to the exit.
Money managers net interest in ICE Brent hits highest since January 2020.
Money managers net interest in ICE Brent hits highest since February 2020 as shorts drop to the lowest since Nov 2023.
