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Fund Positioning Brief: Natty Bears Bet on Loose Summer
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Fund Positioning Brief: Natty Bears Bet on Loose Summer

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.

Fund Positioning Brief: Crude Shorts Look to Hormuz Normalization
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Fund Positioning Brief: Crude Shorts Look to Hormuz Normalization

Speculators bet on continued improvement in tanker flows through the Strait of Hormuz. Natural gas bears retreat on optimistic summer power demand expectations.

Daily Market Update: May 26, 2026
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Daily Market Update: May 26, 2026

Today in oil and natural gas markets...

Fund Positioning Brief: Henry Hub's Short-Covering Risks
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Fund Positioning Brief: Henry Hub's Short-Covering Risks

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.

Daily Market Update: May 18, 2026
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Daily Market Update: May 18, 2026

Today in oil and natural gas markets...

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.

Daily Market Update: May 11, 2026
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Daily Market Update: May 11, 2026

Today in oil and natural gas markets...

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.

Daily Market Update: April 20, 2026
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Daily Market Update: April 20, 2026

Today in oil and natural gas markets...

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.