RoboMacro Research

Commodities Daily

4 of 10 higher across the complex

September 1, 2026
Covering the September 1, 2026 session · COT 25 Aug

Across the 23 markets covered, 4 rose and 6 fell on the 2026-09-01 close. Positioning is as of the 2026-08-25 Commitments of Traders report.

close01 Sep
COT report25 Aug
built02 Sep 11:47 UTC

All 23 markets

MarketLast1d1wNet (MM)z 52w
Energy
WTI Crude Oil90.44—+7.79%84,020+0.80
Brent Crude Oil94.85—+7.49%7,126-1.17
RBOB Gasoline3.15——79,652+0.98
Heating Oil (ULSD)4.19—+0.10%16,641+0.04
Natural Gas2.91—+7.78%-71,673+0.02
Precious Metals
Gold4,329.00-5.12%-5.25%144,747+1.39
Silver64.78-7.80%-5.39%14,073-0.20
Platinum1,756.00-6.79%-3.59%10,228-0.10
Palladium1,306.00-9.55%-0.15%-5,499-1.25
Base Metals
Copper6.52-1.18%-1.08%76,271+1.36
Grains
Corn5.46——317,448+1.91
Wheat (SRW)7.81——-13,597+1.06
Wheat (HRW)8.44——42,514+1.53
Soybeans13.19——200,679+1.01
Soybean Oil0.73+3.01%+6.79%85,116+0.40
Soybean Meal351.90+5.17%+6.57%95,953+0.96
Softs
Sugar No. 110.18+3.20%+1.04%198,017+4.13
Coffee C3.08——31,188-0.08
Cocoa6,509.00——-10,458-0.47
Cotton No. 20.92——88,293+1.93
Livestock
Live Cattle2.12-3.78%-3.59%59,729-2.37
Feeder Cattle3.16——8,886-1.75
Lean Hogs0.84+0.03%+3.81%-36,098-1.55
Cross-section of 23 commodity markets | n 23 | WTI Crude Oil last 90.44 1d None% net 84020 z 0.7976302614557397 | Brent Crude Oil last 94.85 1d None% net 7126 z -1.1664464638482037 | RBOB Gasoline last 3.1537 1d None% net 79652 z 0.9754802958720077 | Heating Oil (ULSD) last 4.19 1d None% net 16641 z 0.04113724254789871 | Natural Gas last 2.91 1d None% net -71673 z 0.017101451632145468 | Gold last 4329.0 1d -5.12% net 144747 z 1.3884833737755133 | Silver last 64.78 1d -7.8% net 14073 z -0.19673898568287546 | Platinum last 1756.0 1d -6.79% net 10228 z -0.10095993452318439 | Palladium last 1306.0 1d -9.55% net -5499 z -1.2521461881518576 | Copper last 6.516 1d -1.18% net 76271 z 1.3589874586450192 | Corn last 5.455 1d None% net 317448 z 1.9075887168461947 | Wheat (SRW) last 7.81 1d None% net -13597 z 1.062662769919815 | Wheat (HRW) last 8.435 1d None% net 42514 z 1.5348834259536939 | Soybeans last 13.185 1d None% net 200679 z 1.0061161868819402 | Soybean Oil last 0.7262 1d 3.01% net 85116 z 0.39973684717136415 | Soybean Meal last 351.9 1d 5.17% net 95953 z 0.958110742703066 | Sugar No. 11 last 0.1838 1d 3.2% net 198017 z 4.126551277668864 | Coffee C last 3.0835 1d None% net 31188 z -0.08106493643294738 | Cocoa last 6509.0 1d None% net -10458 z -0.4710974232564838 | Cotton No. 2 last 0.9173 1d None% net 88293 z 1.93125258273483 | Live Cattle last 2.124 1d -3.78% net 59729 z -2.369867734109936 | Feeder Cattle last 3.1605 1d None% net 8886 z -1.7512636453387582 | Lean Hogs last 0.837 1d 0.03% net -36098 z -1.5475372289146645

Net position is managed money longs minus shorts, in contracts; a positive number is a net long. Net positions are as of the 25 Aug report; prices are the 01 Sep close.

Energy

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

Brent Crude Oil added to a heavily short net long.

Headlines

Precious Metals

Precious Metals were softer, 4 of 4 lower.

Precious Metals were softer, 4 of 4 lower. Palladium fell 9.55%, with the book net short.

Gold added to a extended net long; Palladium added to a heavily short net short.

Headlines

Base Metals

Base Metals were softer, 1 of 1 lower.

Base Metals were softer, 1 of 1 lower. Copper fell 1.18%, with the book net long.

Copper trimmed a extended net long.

Headlines

Grains

Grains were firmer, 2 of 2 higher.

Grains were firmer, 2 of 2 higher. Soybean Meal rose 5.17%, with the book net long.

Corn added to a extended net long; Wheat (SRW) covered a extended net short; Wheat (HRW) added to a extended net long; Soybeans added to a extended net long.

Headlines

Softs

Softs were firmer, 1 of 1 higher.

Softs were firmer, 1 of 1 higher. Sugar No. 11 rose 3.20%, with the book net long.

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

Headlines

Livestock

Livestock was mixed, 1 of 2 higher.

Livestock was mixed, 1 of 2 higher. Live Cattle fell 3.78%, with the book net long.

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

Headlines

Books against the session

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

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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. 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. Cocoa: the two closes belong to two different contracts (CCU26.NYB then CCZ26.NYB) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld. Cotton No. 2: the two closes belong to two different contracts (CTV26.NYB then CTZ26.NYB) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld. Feeder Cattle: the two closes belong to two different contracts (GFU26.CME then GFV26.CME) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.