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Fund Positioning: Fuel for Short-Covering
Speculative net length in ICE Brent fell for the 10th consecutive week ahead of renewed U.S.-Iran hostilities. Fund managers' natural gas positioning shifted incrementally less bearish, opening long-liquidation risks that may be catalyzed by bearish developments in domestic fundamentals.
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Fund Positioning: Nine Weeks of Selling
Speculative net length in ICE Brent fell for the ninth consecutive week as shorts rebounded from their first decline since March. Fund managers' natural gas positioning shifted incrementally less bearish as participants continue to adjust expectations for 2H26 associated gas.