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Fund Positioning: Length in Brent Cut by Most Since June
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Fund Positioning: Length in Brent Cut by Most Since June

Fund managers cut length in ICE Brent by the most since late June as Mid-East risk premium unwound, while new shorts pushed the NYMEX natural gas net short to its deepest since March 2020.

Fund Positioning: NG Net Short Swells to Largest Since 2020
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Fund Positioning: NG Net Short Swells to Largest Since 2020

Fund managers' net short in NYMEX natural gas swelled to its largest since March 2020 as new shorts piled in, while supply risk kept speculative length building in ICE Brent.

Fund Positioning: Largest NG Net Short Since Feb. 2024
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Fund Positioning: Largest NG Net Short Since Feb. 2024

Fund managers' net short in NYMEX natural gas reached its largest since February 2024 as long exits accelerated, while Mid-East risk held speculative length in ICE Brent.

Fund Positioning: Brent Bulls Return
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Fund Positioning: Brent Bulls Return

Speculative length in ICE Brent increased for the first time in a month in response to Iranian vessel attacks and Houthi threats to Saudi supplies.

Fund Positioning: Largest Net Short in NG Since October 2024
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Fund Positioning: Largest Net Short in NG Since October 2024

Speculative net interest in NYMEX natural gas declined for the second straight week to the largest net short position in nearly two years.

Fund Positioning: NG Bulls Exit At Fastest Pace Since 2008
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Fund Positioning: NG Bulls Exit At Fastest Pace Since 2008

Speculative length in NYMEX natural gas exited at the fastest pace since 2008 over the seven days ending September 29.

Fund Positioning: Gas Shorts Exit As Storage Surplus Narrows
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Fund Positioning: Gas Shorts Exit As Storage Surplus Narrows

Speculative short interest in NYMEX natural gas exited at the fastest pace since January as extended summer heat and stronger LNG off-take relieve concerns about surplus storage ahead of Winter '26-'27

Daily Market Update: September 21, 2026
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Daily Market Update: September 21, 2026

Today in oil and gas markets...

Fund Positioning: Crude Shorts Exit on Renewed Attack Risk
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Fund Positioning: Crude Shorts Exit on Renewed Attack Risk

Speculative short interest in NYMEX natural gas rebounded with higher odds for a record-breaking El Niño and warm winter '26-'27. Crude shorts exited with renewed hostilities and expanded supply threats out of the Middle East.

Fund Positioning: Hostilities Hit Crude Shorts
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Fund Positioning: Hostilities Hit Crude Shorts

Speculative interest in Brent and WTI increased at the fastest pace in over a month as renewed U.S.-Iran hostilities drove shorts to the exit. Funds' net interest in NYMEX natural gas declined for the first time in a month as healthy storage and warm winter forecasts continue to limit bullish appetite.

Fund Positioning: Gas Bears Exit on Extended Summer Forecast
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Fund Positioning: Gas Bears Exit on Extended Summer Forecast

Speculative short interest in NYMEX natural gas fell at the fastest pace in over two months as forecasts for the first half of September picked up material warm revisions. Fund managers' crude complex positioning showed mixed changes, underscoring conflicting sentiment about the fate of Middle East supplies.

Fund Positioning: Brent Shorts Exit on Strait Uncertainty
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Fund Positioning: Brent Shorts Exit on Strait Uncertainty

Speculative net length in ICE Brent gains as shorts scale back expectations for a resolution to Middle East supply disruptions. Speculative shorts in NYMEX natural gas hold at extreme highs for the sixth consecutive week.