Commodities Daily

9 of 15 higher across the complex

Across the 23 markets covered, 9 rose and 5 fell on the 2026-08-20 close. Positioning is as of the 2026-08-11 Commitments of Traders report.

close 20 AugCOT report 11 Augbuilt 21 Aug 11:46 UTCprice dates span 1d
Cross-section

All 23 markets

MarketLast1d1wNet (MM)z 52w
Energy
WTI Crude Oil84.71+0.17%+0.86%79,916+0.76
Brent Crude Oil92.05+0.44%+0.03%7,084-0.97
RBOB Gasoline3.0269,851+0.38
Heating Oil (ULSD)4.33-4.84%-0.05%13,574-0.32
Natural Gas2.78+0.00%-0.36%-110,630-1.18
Precious Metals
Gold4,544.25+1.87%+3.50%137,662+1.07
Silver66.76+5.37%+3.34%11,158-0.58
Platinum1,805.50+2.85%+3.85%7,718-0.67
Palladium1,333.00+1.62%+0.98%-4,947-0.99
Base Metals
Copper6.4879,027+1.61
Grains
Corn5.03125,875+0.69
Wheat (SRW)7.00-33,400+0.61
Wheat (HRW)7.7625,606+1.11
Soybeans12.36109,109-0.06
Soybean Oil0.71+2.15%+3.35%79,284+0.35
Soybean Meal323.30+1.38%+4.73%73,690+0.73
Softs
Sugar No. 110.17-0.28%+5.42%43,584+3.51
Coffee C3.2832,433+0.06
Cocoa6,012.00-0.56%+4.85%-6,667-0.08
Cotton No. 20.89+1.83%+5.97%66,780+1.74
Livestock
Live Cattle2.1865,949-2.43
Feeder Cattle3.23-4.16%-5.28%10,902-1.39
Lean Hogs0.80-1.44%-15.80%-24,363-1.50
Cross-section of 23 commodity markets | n 23 | WTI Crude Oil last 84.71 1d 0.17% net 79916 z 0.7616985462557693 | Brent Crude Oil last 92.05 1d 0.44% net 7084 z -0.9732030847095096 | RBOB Gasoline last 3.0181 1d None% net 69851 z 0.37734983944477096 | Heating Oil (ULSD) last 4.33 1d -4.84% net 13574 z -0.32058203578186045 | Natural Gas last 2.78 1d 0.0% net -110630 z -1.1788210364556022 | Gold last 4544.25 1d 1.87% net 137662 z 1.0680019417969828 | Silver last 66.76 1d 5.37% net 11158 z -0.5848650981892426 | Platinum last 1805.5 1d 2.85% net 7718 z -0.6721458801321419 | Palladium last 1333.0 1d 1.62% net -4947 z -0.9875957216529972 | Copper last 6.4795 1d None% net 79027 z 1.6069952057746997 | Corn last 5.025 1d None% net 125875 z 0.6925078566671122 | Wheat (SRW) last 6.995 1d None% net -33400 z 0.6075855465392617 | Wheat (HRW) last 7.76 1d None% net 25606 z 1.1073607973861233 | Soybeans last 12.36 1d None% net 109109 z -0.05519699990565763 | Soybean Oil last 0.7136 1d 2.15% net 79284 z 0.3501113514179189 | Soybean Meal last 323.3 1d 1.38% net 73690 z 0.727501521564214 | Sugar No. 11 last 0.175 1d -0.28% net 43584 z 3.5096706687236474 | Coffee C last 3.283 1d None% net 32433 z 0.06214701120908892 | Cocoa last 6012.0 1d -0.56% net -6667 z -0.07596958709477582 | Cotton No. 2 last 0.8859 1d 1.83% net 66780 z 1.7410499551582566 | Live Cattle last 2.1805 1d None% net 65949 z -2.4290302671440713 | Feeder Cattle last 3.22825 1d -4.16% net 10902 z -1.3908962379010177 | Lean Hogs last 0.80325 1d -1.44% net -24363 z -1.4952940268482424

Net position is managed money longs minus shorts, in contracts; a positive number is a net long. Net positions are as of the 11 Aug report; prices are the 20 Aug close.

Energy

Energy

Energy was firmer, 2 of 4 higher.

Energy was firmer, 2 of 4 higher. Heating Oil (ULSD) fell 4.84%, with the book net long.

Energy — session change
WTI Crude Oil+0.17%Brent Crude Oil+0.44%Heating Oil (ULSD)-4.84%Natural Gas+0.00%Energy — one-session change | n 4 | Range: -4.84% to +0.44% | WTI Crude Oil +0.17%, Brent Crude Oil +0.44%, Heating Oil (ULSD) -4.84%, Natural Gas +0.00%

Natural Gas covered a heavily short net short.

Energy — positioning, 52-week z
WTI Crude Oil+0.76Brent Crude Oil-0.97RBOB Gasoline+0.38Heating Oil (ULSD)-0.32Natural Gas-1.18Energy — managed-money net, 52-week z | n 5 | WTI Crude Oil +0.76, Brent Crude Oil -0.97, RBOB Gasoline +0.38, Heating Oil (ULSD) -0.32, Natural Gas -1.18
WTI Crude Oil — price and positioning
99,887-38,154114.5855.442025-08-202026-08-20price $/bbl (black) · managed-money net, contracts (gold)WTI Crude Oil price against managed-money net, 2025-08-20 to 2026-08-20 | price n 250 daily, range 55.44 to 114.58 $/bbl | net n 51 weekly | price sampled monthly: 2025-08-20 64.19, 2025-09-19 63.02, 2025-10-21 58.66, 2025-11-20 60.07, 2025-12-22 58.18, 2026-01-23 60.70, 2026-02-24 65.62, 2026-03-25 91.51, 2026-04-24 98.42, 2026-05-26 97.63, 2026-06-25 72.67, 2026-07-27 84.25, 2026-08-20 84.71 | net sampled monthly: 2025-08-26 24,621, 2025-09-23 26,483, 2025-10-21 -38,154, 2025-11-18 -12,671, 2025-12-16 74, 2026-01-13 47,570, 2026-02-10 79,146, 2026-03-10 92,122, 2026-04-07 78,700, 2026-05-05 70,791, 2026-06-02 90,765, 2026-06-30 81,282, 2026-07-28 92,943, 2026-08-11 79,916
Brent Crude Oil — price and positioning
22,277-1,603138.2159.932025-08-202026-08-20price $/bbl (black) · managed-money net, contracts (gold)Brent Crude Oil price against managed-money net, 2025-08-20 to 2026-08-20 | price n 254 daily, range 59.93 to 138.21 $/bbl | net n 51 weekly | price sampled monthly: 2025-08-20 67.61, 2025-09-19 67.05, 2025-10-20 60.71, 2025-11-18 64.86, 2025-12-17 60.61, 2026-01-20 67.68, 2026-02-18 71.78, 2026-03-19 111.05, 2026-04-21 106.14, 2026-05-21 105.84, 2026-06-22 76.49, 2026-07-21 93.85, 2026-08-19 91.65, 2026-08-20 92.05 | net sampled monthly: 2025-08-26 -1,603, 2025-09-23 5,457, 2025-10-21 11,000, 2025-11-18 16,738, 2025-12-16 10,924, 2026-01-13 17,713, 2026-02-10 14,238, 2026-03-10 14,194, 2026-04-07 15,620, 2026-05-05 17,049, 2026-06-02 6,799, 2026-06-30 6,498, 2026-07-28 15,740, 2026-08-11 7,084
RBOB Gasoline — price and positioning
99,39503.771.682025-08-202026-08-20price $/gal (black) · managed-money net, contracts (gold)RBOB Gasoline price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 1.68 to 3.77 $/gal | net n 51 weekly | price sampled monthly: 2025-08-20 2.13, 2025-09-19 1.97, 2025-10-20 1.83, 2025-11-18 2.00, 2025-12-18 1.70, 2026-01-21 1.86, 2026-02-20 2.00, 2026-03-23 2.97, 2026-04-22 3.36, 2026-05-21 3.38, 2026-06-23 2.96, 2026-07-23 3.50, 2026-08-20 3.02 | net sampled monthly: 2025-08-26 37,465, 2025-09-23 48,695, 2025-10-21 36,103, 2025-11-18 99,395, 2025-12-16 62,939, 2026-01-13 57,380, 2026-02-10 79,741, 2026-03-10 76,098, 2026-04-07 59,177, 2026-05-05 65,703, 2026-06-02 67,773, 2026-06-30 71,924, 2026-07-28 73,877, 2026-08-11 69,851
Heating Oil (ULSD) — price and positioning
39,671-5,4604.712.092025-08-202026-08-19price $/gal (black) · managed-money net, contracts (gold)Heating Oil (ULSD) price against managed-money net, 2025-08-20 to 2026-08-19 | price n 249 daily, range 2.09 to 4.71 $/gal | net n 51 weekly | price sampled monthly: 2025-08-20 2.33, 2025-09-19 2.35, 2025-10-21 2.26, 2025-11-20 2.58, 2025-12-22 2.21, 2026-01-23 2.33, 2026-02-24 2.78, 2026-03-25 4.08, 2026-04-24 4.03, 2026-05-26 3.78, 2026-06-25 3.30, 2026-07-27 4.10, 2026-08-19 4.33 | net sampled monthly: 2025-08-26 33,342, 2025-09-23 21,820, 2025-10-21 11,948, 2025-11-18 38,656, 2025-12-16 12,455, 2026-01-13 -5,460, 2026-02-10 20,575, 2026-03-10 20,439, 2026-04-07 17,766, 2026-05-05 11,779, 2026-06-02 11,997, 2026-06-30 8,481, 2026-07-28 11,246, 2026-08-11 13,574
Natural Gas — price and positioning
0-134,42630.722.542025-08-202026-08-20price $/MMBtu (black) · managed-money net, contracts (gold)Natural Gas price against managed-money net, 2025-08-20 to 2026-08-20 | price n 248 daily, range 2.54 to 30.72 $/MMBtu | net n 51 weekly | price sampled monthly: 2025-08-20 2.80, 2025-09-19 2.89, 2025-10-20 2.99, 2025-11-19 3.94, 2025-12-22 3.67, 2026-01-27 17.19, 2026-02-26 2.94, 2026-03-27 2.99, 2026-04-28 2.70, 2026-05-28 3.04, 2026-06-29 3.33, 2026-07-29 2.58, 2026-08-20 2.78 | net sampled monthly: 2025-08-26 -44,032, 2025-09-23 -63,176, 2025-10-21 -45,917, 2025-11-18 -59,654, 2025-12-16 -66,328, 2026-01-13 -105,134, 2026-02-10 -8,188, 2026-03-10 -62,982, 2026-04-07 -86,033, 2026-05-05 -107,489, 2026-06-02 -114,854, 2026-06-30 -64,808, 2026-07-28 -105,826, 2026-08-11 -110,630

Headlines

Precious Metals

Precious Metals

Precious Metals were firmer, 4 of 4 higher.

Precious Metals were firmer, 4 of 4 higher. Silver rose 5.37%, with the book net long.

Precious Metals — session change
Gold+1.87%Silver+5.37%Platinum+2.85%Palladium+1.62%Precious Metals — one-session change | n 4 | Range: +1.62% to +5.37% | Gold +1.87%, Silver +5.37%, Platinum +2.85%, Palladium +1.62%

Gold added to a extended net long.

Precious Metals — positioning, 52-week z
Gold+1.07Silver-0.58Platinum-0.67Palladium-0.99Precious Metals — managed-money net, 52-week z | n 4 | Gold +1.07, Silver -0.58, Platinum -0.67, Palladium -0.99
Gold — price and positioning
163,51905,405.003,334.252025-08-202026-08-20price $/oz (black) · managed-money net, contracts (gold)Gold price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 3,334.25 to 5,405.00 $/oz | net n 51 weekly | price sampled monthly: 2025-08-20 3,344.65, 2025-09-19 3,663.15, 2025-10-20 4,294.35, 2025-11-18 4,060.85, 2025-12-17 4,342.10, 2026-01-22 4,832.05, 2026-02-20 5,053.20, 2026-03-23 4,466.25, 2026-04-23 4,719.15, 2026-05-26 4,515.50, 2026-06-24 4,024.45, 2026-07-23 4,044.90, 2026-08-20 4,544.25 | net sampled monthly: 2025-08-26 141,917, 2025-09-23 160,549, 2025-10-21 92,227, 2025-11-18 98,205, 2025-12-16 132,596, 2026-01-13 134,745, 2026-02-10 92,022, 2026-03-10 98,399, 2026-04-07 90,032, 2026-05-05 94,254, 2026-06-02 112,179, 2026-06-30 120,091, 2026-07-28 119,795, 2026-08-11 137,662
Silver — price and positioning
38,7700118.4537.082025-08-202026-08-20price $/oz (black) · managed-money net, contracts (gold)Silver price against managed-money net, 2025-08-20 to 2026-08-20 | price n 254 daily, range 37.08 to 118.45 $/oz | net n 51 weekly | price sampled monthly: 2025-08-20 37.08, 2025-09-19 42.23, 2025-10-20 51.80, 2025-11-18 50.30, 2025-12-17 65.94, 2026-01-20 95.70, 2026-02-18 75.45, 2026-03-19 69.70, 2026-04-21 79.00, 2026-05-21 74.75, 2026-06-22 66.35, 2026-07-21 58.89, 2026-08-19 63.35, 2026-08-20 66.76 | net sampled monthly: 2025-08-26 32,971, 2025-09-23 37,099, 2025-10-21 17,212, 2025-11-18 20,234, 2025-12-16 21,887, 2026-01-13 13,792, 2026-02-10 4,569, 2026-03-10 10,289, 2026-04-07 10,398, 2026-05-05 10,843, 2026-06-02 10,444, 2026-06-30 13,782, 2026-07-28 9,182, 2026-08-11 11,158
Platinum — price and positioning
20,91302,811.001,331.002025-08-202026-08-20price $/oz (black) · managed-money net, contracts (gold)Platinum price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 1,331.00 to 2,811.00 $/oz | net n 51 weekly | price sampled monthly: 2025-08-20 1,338.00, 2025-09-19 1,393.00, 2025-10-20 1,626.00, 2025-11-18 1,534.00, 2025-12-17 1,906.00, 2026-01-22 2,507.00, 2026-02-20 2,121.00, 2026-03-23 1,893.00, 2026-04-23 2,029.00, 2026-05-26 1,947.00, 2026-06-24 1,589.00, 2026-07-23 1,605.75, 2026-08-20 1,805.50 | net sampled monthly: 2025-08-26 13,373, 2025-09-23 18,554, 2025-10-21 11,720, 2025-11-18 13,059, 2025-12-16 16,245, 2026-01-13 7,865, 2026-02-10 1,708, 2026-03-10 7,723, 2026-04-07 13,638, 2026-05-05 12,372, 2026-06-02 11,817, 2026-06-30 7,897, 2026-07-28 6,526, 2026-08-11 7,718
Palladium — price and positioning
1,084-6,6172,106.001,090.002025-08-202026-08-20price $/oz (black) · managed-money net, contracts (gold)Palladium price against managed-money net, 2025-08-20 to 2026-08-20 | price n 254 daily, range 1,090.00 to 2,106.00 $/oz | net n 51 weekly | price sampled monthly: 2025-08-20 1,127.00, 2025-09-19 1,151.00, 2025-10-20 1,484.00, 2025-11-18 1,411.00, 2025-12-17 1,643.00, 2026-01-20 1,867.00, 2026-02-18 1,729.00, 2026-03-19 1,438.00, 2026-04-21 1,565.00, 2026-05-21 1,358.00, 2026-06-22 1,266.00, 2026-07-21 1,275.75, 2026-08-19 1,311.70, 2026-08-20 1,333.00 | net sampled monthly: 2025-08-26 -6,614, 2025-09-23 -5,176, 2025-10-21 -1,292, 2025-11-18 -1,275, 2025-12-16 293, 2026-01-13 -16, 2026-02-10 522, 2026-03-10 348, 2026-04-07 -2,541, 2026-05-05 -1,938, 2026-06-02 -3,491, 2026-06-30 -5,969, 2026-07-28 -6,173, 2026-08-11 -4,947

Headlines

Gold prices rise VnExpress EN
Base Metals

Base Metals

Base Metals is not available in this edition: no market in the section carries a session price.

Base Metals — session change
no data available for this sectionBase Metals | no data available for this section | n 0

Copper added to a extended net long.

Base Metals — positioning, 52-week z
Copper+1.61Base Metals — managed-money net, 52-week z | n 1 | Copper +1.61
Copper — price and positioning
79,02706.704.412025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Copper price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 4.41 to 6.70 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 4.43, 2025-09-19 4.57, 2025-10-20 5.00, 2025-11-18 4.96, 2025-12-18 5.37, 2026-01-21 5.73, 2026-02-20 5.83, 2026-03-23 5.44, 2026-04-22 6.12, 2026-05-21 6.26, 2026-06-23 6.14, 2026-07-23 6.30, 2026-08-20 6.48 | net sampled monthly: 2025-08-26 28,754, 2025-09-23 43,389, 2025-10-21 56,676, 2025-11-18 61,603, 2025-12-16 75,134, 2026-01-13 63,391, 2026-02-10 55,564, 2026-03-10 47,676, 2026-04-07 38,393, 2026-05-05 63,473, 2026-06-02 75,747, 2026-06-30 59,703, 2026-07-28 65,008, 2026-08-11 79,027

Headlines

Grains

Grains

Grains were firmer, 2 of 2 higher.

Grains were firmer, 2 of 2 higher. Soybean Oil rose 2.15%, with the book net long.

Grains — session change
Soybean Oil+2.15%Soybean Meal+1.38%Grains — one-session change | n 2 | Range: +1.38% to +2.15% | Soybean Oil +2.15%, Soybean Meal +1.38%

Wheat (HRW) trimmed a extended net long.

Grains — positioning, 52-week z
Corn+0.69Wheat (SRW)+0.61Wheat (HRW)+1.11Soybeans-0.06Soybean Oil+0.35Soybean Meal+0.73Grains — managed-money net, 52-week z | n 6 | Corn +0.69, Wheat (SRW) +0.61, Wheat (HRW) +1.11, Soybeans -0.06, Soybean Oil +0.35, Soybean Meal +0.73
Corn — price and positioning
344,641-187,9925.033.802025-08-202026-08-20price $/bu (black) · managed-money net, contracts (gold)Corn price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 3.80 to 5.03 $/bu | net n 51 weekly | price sampled monthly: 2025-08-20 3.80, 2025-09-19 4.24, 2025-10-20 4.23, 2025-11-18 4.37, 2025-12-18 4.45, 2026-01-21 4.22, 2026-02-20 4.28, 2026-03-23 4.59, 2026-04-22 4.54, 2026-05-21 4.62, 2026-06-23 4.10, 2026-07-23 4.64, 2026-08-20 5.03 | net sampled monthly: 2025-08-26 -110,935, 2025-09-23 -97,323, 2025-10-21 -159,272, 2025-11-18 48,788, 2025-12-16 -53,366, 2026-01-13 -90,658, 2026-02-10 -57,493, 2026-03-10 198,804, 2026-04-07 210,976, 2026-05-05 344,641, 2026-06-02 120,136, 2026-06-30 -66,996, 2026-07-28 126,776, 2026-08-11 125,875
Wheat (SRW) — price and positioning
11,725-113,5607.064.952025-08-202026-08-20price $/bu (black) · managed-money net, contracts (gold)Wheat (SRW) price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 4.95 to 7.06 $/bu | net n 51 weekly | price sampled monthly: 2025-08-20 5.05, 2025-09-19 5.22, 2025-10-20 5.05, 2025-11-18 5.46, 2025-12-18 5.08, 2026-01-21 5.08, 2026-02-20 5.74, 2026-03-23 5.88, 2026-04-22 5.99, 2026-05-21 6.47, 2026-06-23 5.87, 2026-07-23 6.96, 2026-08-20 7.00 | net sampled monthly: 2025-08-26 -82,859, 2025-09-23 -97,295, 2025-10-21 -107,377, 2025-11-18 -48,099, 2025-12-16 -72,079, 2026-01-13 -108,247, 2026-02-10 -85,832, 2026-03-10 -21,246, 2026-04-07 -4,382, 2026-05-05 -9,033, 2026-06-02 -54,640, 2026-06-30 -67,561, 2026-07-28 -8,163, 2026-08-11 -33,400
Wheat (HRW) — price and positioning
37,981-67,7927.764.802025-08-202026-08-20price $/bu (black) · managed-money net, contracts (gold)Wheat (HRW) price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 4.80 to 7.76 $/bu | net n 51 weekly | price sampled monthly: 2025-08-20 5.01, 2025-09-19 5.07, 2025-10-20 4.90, 2025-11-18 5.26, 2025-12-18 5.17, 2026-01-21 5.20, 2026-02-20 5.72, 2026-03-23 6.03, 2026-04-22 6.38, 2026-05-21 6.87, 2026-06-23 6.18, 2026-07-23 7.60, 2026-08-20 7.76 | net sampled monthly: 2025-08-26 -47,980, 2025-09-23 -50,182, 2025-10-21 -67,181, 2025-11-18 -21,162, 2025-12-16 -26,609, 2026-01-13 -13,175, 2026-02-10 -18,012, 2026-03-10 9,934, 2026-04-07 18,760, 2026-05-05 37,981, 2026-06-02 14,235, 2026-06-30 4,962, 2026-07-28 31,411, 2026-08-11 25,606
Soybeans — price and positioning
233,477-31,59312.4810.022025-08-202026-08-20price $/bu (black) · managed-money net, contracts (gold)Soybeans price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 10.02 to 12.48 $/bu | net n 51 weekly | price sampled monthly: 2025-08-20 10.15, 2025-09-19 10.26, 2025-10-20 10.32, 2025-11-18 11.54, 2025-12-18 10.52, 2026-01-21 10.64, 2026-02-20 11.38, 2026-03-23 11.63, 2026-04-22 11.64, 2026-05-21 11.94, 2026-06-23 11.17, 2026-07-23 12.38, 2026-08-20 12.36 | net sampled monthly: 2025-08-26 19,145, 2025-09-23 -24,742, 2025-10-21 37,493, 2025-11-18 233,477, 2025-12-16 154,974, 2026-01-13 19,985, 2026-02-10 115,896, 2026-03-10 211,454, 2026-04-07 181,305, 2026-05-05 213,514, 2026-06-02 155,780, 2026-06-30 38,149, 2026-07-28 160,479, 2026-08-11 109,109
Soybean Oil — price and positioning
167,943-66,9720.790.482025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Soybean Oil price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 0.48 to 0.79 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 0.51, 2025-09-19 0.50, 2025-10-20 0.51, 2025-11-18 0.52, 2025-12-18 0.48, 2026-01-21 0.54, 2026-02-20 0.59, 2026-03-23 0.66, 2026-04-22 0.72, 2026-05-21 0.74, 2026-06-23 0.71, 2026-07-23 0.76, 2026-08-20 0.71 | net sampled monthly: 2025-08-26 28,303, 2025-09-23 1,810, 2025-10-21 1,446, 2025-11-18 -11,408, 2025-12-16 -35,815, 2026-01-13 -54,092, 2026-02-10 29,458, 2026-03-10 103,882, 2026-04-07 148,357, 2026-05-05 166,959, 2026-06-02 150,595, 2026-06-30 91,946, 2026-07-28 107,898, 2026-08-11 79,284
Soybean Meal — price and positioning
131,556-118,473342.70264.702025-08-202026-08-20price $/short ton (black) · managed-money net, contracts (gold)Soybean Meal price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 264.70 to 342.70 $/short ton | net n 51 weekly | price sampled monthly: 2025-08-20 292.00, 2025-09-19 282.90, 2025-10-20 285.00, 2025-11-18 327.00, 2025-12-18 298.40, 2026-01-21 291.40, 2026-02-20 309.80, 2026-03-23 326.60, 2026-04-22 320.60, 2026-05-21 328.40, 2026-06-23 302.90, 2026-07-23 329.90, 2026-08-20 323.30 | net sampled monthly: 2025-08-26 -61,793, 2025-09-23 -92,862, 2025-10-21 -95,745, 2025-11-18 48,326, 2025-12-16 -4,016, 2026-01-13 -21,035, 2026-02-10 -17,214, 2026-03-10 77,568, 2026-04-07 91,543, 2026-05-05 112,236, 2026-06-02 127,232, 2026-06-30 4,740, 2026-07-28 87,696, 2026-08-11 73,690

Headlines

Softs

Softs

Softs were softer, 2 of 3 lower.

Softs were softer, 2 of 3 lower. Cotton No. 2 rose 1.83%, with the book net long.

Softs — session change
Sugar No. 11-0.28%Cocoa-0.56%Cotton No. 2+1.83%Softs — one-session change | n 3 | Range: -0.56% to +1.83% | Sugar No. 11 -0.28%, Cocoa -0.56%, Cotton No. 2 +1.83%

Sugar No. 11 flipped net long; Cotton No. 2 added to a extended net long.

Softs — positioning, 52-week z
Sugar No. 11+3.51Coffee C+0.06Cocoa-0.08Cotton No. 2+1.74Softs — managed-money net, 52-week z | n 4 | Sugar No. 11 +3.51, Coffee C +0.06, Cocoa -0.08, Cotton No. 2 +1.74
Sugar No. 11 — price and positioning
43,584-238,2170.180.132025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Sugar No. 11 price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 0.13 to 0.18 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 0.17, 2025-09-19 0.15, 2025-10-20 0.16, 2025-11-18 0.15, 2025-12-18 0.14, 2026-01-21 0.15, 2026-02-20 0.14, 2026-03-23 0.16, 2026-04-22 0.14, 2026-05-21 0.15, 2026-06-23 0.13, 2026-07-23 0.15, 2026-08-20 0.17 | net sampled monthly: 2025-08-26 -92,246, 2025-09-23 -150,907, 2025-10-21 -154,301, 2025-11-18 -191,697, 2025-12-16 -164,366, 2026-01-13 -137,476, 2026-02-10 -200,034, 2026-03-10 -202,363, 2026-04-07 -55,858, 2026-05-05 -111,557, 2026-06-02 -118,732, 2026-06-30 -158,202, 2026-07-28 -116,424, 2026-08-11 43,584
Coffee C — price and positioning
50,15104.322.442025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Coffee C price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 2.44 to 4.32 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 3.60, 2025-09-19 3.67, 2025-10-20 4.06, 2025-11-18 4.15, 2025-12-18 3.45, 2026-01-21 3.48, 2026-02-20 2.88, 2026-03-23 3.07, 2026-04-22 3.02, 2026-05-21 2.73, 2026-06-23 2.88, 2026-07-23 3.09, 2026-08-20 3.28 | net sampled monthly: 2025-08-26 31,441, 2025-09-23 40,306, 2025-10-21 50,151, 2025-11-18 41,168, 2025-12-16 35,313, 2026-01-13 35,245, 2026-02-10 19,077, 2026-03-10 18,663, 2026-04-07 27,587, 2026-05-05 34,843, 2026-06-02 19,624, 2026-06-30 27,377, 2026-07-28 33,499, 2026-08-11 32,433
Cocoa — price and positioning
10,753-23,0847,957.002,798.002025-08-202026-08-20price $/mt (black) · managed-money net, contracts (gold)Cocoa price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 2,798.00 to 7,957.00 $/mt | net n 51 weekly | price sampled monthly: 2025-08-20 7,675.00, 2025-09-19 7,243.00, 2025-10-20 5,899.00, 2025-11-18 5,262.00, 2025-12-18 5,934.00, 2026-01-21 4,448.00, 2026-02-20 3,080.00, 2026-03-23 3,180.00, 2026-04-22 3,339.00, 2026-05-21 3,767.00, 2026-06-23 4,545.00, 2026-07-23 5,301.00, 2026-08-20 6,012.00 | net sampled monthly: 2025-08-26 10,753, 2025-09-23 6,852, 2025-10-21 -918, 2025-11-18 -8,567, 2025-12-16 -4,433, 2026-01-13 -7,107, 2026-02-10 -11,494, 2026-03-10 -7,726, 2026-04-07 -12,616, 2026-05-05 -11,592, 2026-06-02 -16,604, 2026-06-30 -10,525, 2026-07-28 -8,773, 2026-08-11 -6,667
Cotton No. 2 — price and positioning
66,780-80,7050.890.612025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Cotton No. 2 price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 0.61 to 0.89 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 0.67, 2025-09-19 0.65, 2025-10-20 0.64, 2025-11-18 0.63, 2025-12-18 0.64, 2026-01-21 0.64, 2026-02-20 0.63, 2026-03-23 0.67, 2026-04-22 0.76, 2026-05-21 0.78, 2026-06-23 0.74, 2026-07-23 0.80, 2026-08-20 0.89 | net sampled monthly: 2025-08-26 -60,985, 2025-09-23 -62,771, 2025-10-21 -79,906, 2025-11-18 -59,719, 2025-12-16 -56,623, 2026-01-13 -49,727, 2026-02-10 -76,513, 2026-03-10 -67,950, 2026-04-07 -445, 2026-05-05 48,337, 2026-06-02 49,899, 2026-06-30 29,423, 2026-07-28 46,368, 2026-08-11 66,780

Headlines

Livestock

Livestock

Livestock was softer, 2 of 2 lower.

Livestock was softer, 2 of 2 lower. Feeder Cattle fell 4.16%, with the book net long.

Livestock — session change
Feeder Cattle-4.16%Lean Hogs-1.44%Livestock — one-session change | n 2 | Range: -4.16% to -1.44% | Feeder Cattle -4.16%, Lean Hogs -1.44%

Live Cattle added to a washed out net long; Feeder Cattle added to a heavily short net long; Lean Hogs added to a heavily short net short.

Livestock — positioning, 52-week z
Live Cattle-2.43Feeder Cattle-1.39Lean Hogs-1.50Livestock — managed-money net, 52-week z | n 3 | Live Cattle -2.43, Feeder Cattle -1.39, Lean Hogs -1.50
Live Cattle — price and positioning
138,01802.582.072025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Live Cattle price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 2.07 to 2.58 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 2.39, 2025-09-19 2.34, 2025-10-20 2.42, 2025-11-18 2.20, 2025-12-18 2.28, 2026-01-21 2.33, 2026-02-20 2.47, 2026-03-23 2.35, 2026-04-22 2.47, 2026-05-21 2.49, 2026-06-23 2.55, 2026-07-23 2.25, 2026-08-20 2.18 | net sampled monthly: 2025-08-26 121,767, 2025-09-23 121,070, 2025-10-21 121,472, 2025-11-18 96,027, 2025-12-16 89,587, 2026-01-13 100,338, 2026-02-10 106,639, 2026-03-10 105,910, 2026-04-07 129,416, 2026-05-05 138,018, 2026-06-02 116,107, 2026-06-30 119,440, 2026-07-28 67,025, 2026-08-11 65,949
Feeder Cattle — price and positioning
30,42603.803.052025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Feeder Cattle price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 3.05 to 3.80 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 3.56, 2025-09-19 3.59, 2025-10-20 3.73, 2025-11-18 3.41, 2025-12-18 3.40, 2026-01-21 3.63, 2026-02-20 3.68, 2026-03-23 3.58, 2026-04-22 3.67, 2026-05-21 3.69, 2026-06-23 3.68, 2026-07-23 3.44, 2026-08-20 3.23 | net sampled monthly: 2025-08-26 30,426, 2025-09-23 23,873, 2025-10-21 26,339, 2025-11-18 16,996, 2025-12-16 14,526, 2026-01-13 17,048, 2026-02-10 17,959, 2026-03-10 18,712, 2026-04-07 21,115, 2026-05-05 20,521, 2026-06-02 11,299, 2026-06-30 15,607, 2026-07-28 8,987, 2026-08-11 10,902
Lean Hogs — price and positioning
144,954-43,1811.030.782025-08-202026-08-20price $/lb (black) · managed-money net, contracts (gold)Lean Hogs price against managed-money net, 2025-08-20 to 2026-08-20 | price n 252 daily, range 0.78 to 1.03 $/lb | net n 51 weekly | price sampled monthly: 2025-08-20 0.90, 2025-09-19 0.98, 2025-10-20 0.82, 2025-11-18 0.78, 2025-12-18 0.84, 2026-01-21 0.88, 2026-02-20 0.94, 2026-03-23 0.91, 2026-04-22 0.95, 2026-05-21 0.95, 2026-06-23 0.94, 2026-07-23 1.02, 2026-08-20 0.80 | net sampled monthly: 2025-08-26 109,066, 2025-09-23 140,103, 2025-10-21 115,639, 2025-11-18 50,612, 2025-12-16 60,013, 2026-01-13 78,658, 2026-02-10 128,463, 2026-03-10 120,610, 2026-04-07 88,726, 2026-05-05 38,687, 2026-06-02 -19,849, 2026-06-30 -38,411, 2026-07-28 -19,118, 2026-08-11 -24,363

Headlines

Gold prices rise VnExpress EN
Positioning

Books against the session

Books against the session
managed-money net, 52w z →session change %WTI Crude OilBrent Crude OilHeating Oil (ULSD)Natural GasGoldSilverPlatinumPalladiumSoybean OilSoybean MealSugar No. 11CocoaCotton No. 2Feeder CattleLean HogsManaged-money 52-week z against one-session change | n 15 | WTI Crude Oil z +0.76 chg +0.17%, Brent Crude Oil z -0.97 chg +0.44%, Heating Oil (ULSD) z -0.32 chg -4.84%, Natural Gas z -1.18 chg +0.00%, Gold z +1.07 chg +1.87%, Silver z -0.58 chg +5.37%, Platinum z -0.67 chg +2.85%, Palladium z -0.99 chg +1.62%, Soybean Oil z +0.35 chg +2.15%, Soybean Meal z +0.73 chg +1.38%, Sugar No. 11 z +3.51 chg -0.28%, Cocoa z -0.08 chg -0.56%, Cotton No. 2 z +1.74 chg +1.83%, Feeder Cattle z -1.39 chg -4.16%, Lean Hogs z -1.50 chg -1.44%

Managed-money net position expressed as a z-score over 52 weeks, against the session price change. Live cross-section.

Notes

Prices are the 20 Aug close. This note is written before the US open and carries no overnight session: moves in Asian and European hours after that close are not reflected above.

Positioning is the CFTC Commitments of Traders (Disaggregated) report for 11 Aug, futures only. The Base Metals section covers copper alone — it is the only base metal in this universe with a daily price.

Price sources: EIA via FRED, LBMA, Yahoo Finance. Live commodities dashboard.

Contract rolls. A continuous front-month series is two different contracts either side of a roll, and the change across that seam measures the calendar spread rather than the tape.

RBOB Gasoline: the two closes belong to two different contracts (RBU26.NYM then RBV26.NYM) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Copper: the two closes belong to two different contracts (HGQ26.CMX then HGU26.CMX) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Corn: the two closes belong to two different contracts (ZCU26.CBT then ZCZ26.CBT) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Wheat (SRW): the two closes belong to two different contracts (ZWU26.CBT then ZWZ26.CBT) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Wheat (HRW): the two closes belong to two different contracts (KEU26.CBT then KEZ26.CBT) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Soybeans: the two closes belong to two different contracts (ZSU26.CBT then ZSX26.CBT) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Coffee C: the two closes belong to two different contracts (KCU26.NYB then KCZ26.NYB) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

Live Cattle: the two closes belong to two different contracts (LEQ26.CME then LEV26.CME) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.

RoboMacro Research.