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Fund Positioning Brief: Peace Deal Uncertainty
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Fund Positioning Brief: Peace Deal Uncertainty

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.

Brief: Natty Bulls v. Loose U.S. Supply
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Brief: Natty Bulls v. Loose U.S. Supply

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.

Brief: Funds Wary of Turbulent Negotiations
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Brief: Funds Wary of Turbulent Negotiations

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.

Brief: Funds Ramp Bearish Bets on U.S. Natural Gas
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Brief: Funds Ramp Bearish Bets on U.S. Natural Gas

Fund managers ramp short interest in NYMEX natural gas as weak shoulder season demand and healthy storage weigh on near-term expectations.

Brief: Sidelined Speculators
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Brief: Sidelined Speculators

Money managers net interest in ICE Brent holds near historical highs while uncertainty pushes more speculators to the sidelines.

Brief: Highest Brent Long/Short Skew Since 2018
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Brief: Highest Brent Long/Short Skew Since 2018

Money managers net interest in ICE Brent holds near historical highs while uncertainty pushes more speculators to the sidelines.

Brief: Uncertainty Pushes Funds to Exit
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Brief: Uncertainty Pushes Funds to Exit

Money managers net interest in ICE Brent holds near historical highs but headline-driven volatility has started pushing speculators to the exit.

Brief: Brent's Positioning Risks
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Brief: Brent's Positioning Risks

Money managers net interest in ICE Brent hits highest since January 2020.

Brief: Brent Net Length Hits Six-Year High
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Brief: Brent Net Length Hits Six-Year High

Money managers net interest in ICE Brent hits highest since February 2020 as shorts drop to the lowest since Nov 2023.

Intel Brief: U.S. Crude Outperforms
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Intel Brief: U.S. Crude Outperforms

WTI finishes with a record weekly gain and the highest prompt settle since Sep 2023. Fund managers hit the exit after initial MidEast developments.

Intel Brief: Pre-War Positioning
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Intel Brief: Pre-War Positioning

Speculative short interest in Brent and WTI increased for the first time in eight weeks, perpetuating upside risks to price/volatility as U.S.-Iran negotiations heat up.

CoT: Crude Shorts Return
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CoT: Crude Shorts Return

Speculative short interest in Brent and WTI increased for the first time in eight weeks, perpetuating upside risks to price/volatility as U.S.-Iran negotiations heat up.