Covering the September 28, 2026 session · COT 22 Sep
The complex had 5 of 18 markets higher on the 2026-09-28 close. The complex had 13 markets lower. Positioning is as of the 2026-09-22 Commitments of Traders report.
close28 Sep
COT report22 Sep
built29 Sep 14:56 UTC
price dates span3d
All 23 markets
Market
Last
1d
1w
Net (MM)
z 52w
Energy
WTI Crude Oil
92.49
+0.09%
+0.36%
101,828
+1.04
Brent Crude Oil
97.79
-6.26%
-5.13%
5,008
-1.72
RBOB Gasoline
3.16
-6.85%
-11.88%
96,038
+1.84
Heating Oil (ULSD)
4.49
-4.07%
-5.91%
9,437
-0.64
Natural Gas
3.12
-2.22%
+3.37%
-65,547
+0.33
Precious Metals
Gold
4,261.05
-0.13%
-2.00%
127,389
+0.81
Silver
65.02
+2.26%
-3.01%
13,309
-0.11
Platinum
1,768.80
+0.87%
-1.36%
9,928
-0.08
Palladium
1,256.75
-1.02%
-4.47%
-6,006
-1.51
Base Metals
Copper
6.63
-0.95%
-0.69%
82,522
+1.77
Grains
Corn
5.22
-1.14%
-1.28%
404,097
+1.92
Wheat (SRW)
6.88
-2.24%
-2.96%
-12,016
+0.89
Wheat (HRW)
7.45
-2.30%
-3.53%
40,635
+1.25
Soybeans
12.88
-2.37%
-2.30%
265,159
+1.61
Soybean Oil
0.68
—
—
92,137
+0.41
Soybean Meal
359.00
—
—
191,087
+1.93
Softs
Sugar No. 11
0.19
—
—
216,629
+2.55
Coffee C
2.88
+3.52%
+4.53%
15,806
-1.54
Cocoa
5,607.00
-0.21%
+1.43%
-16,406
-1.29
Cotton No. 2
0.83
+4.57%
+4.57%
76,182
+1.36
Livestock
Live Cattle
2.21
—
—
49,090
-2.12
Feeder Cattle
3.30
-1.53%
-2.00%
8,005
-1.64
Lean Hogs
0.69
—
—
-42,140
-1.42
Cross-section of 23 commodity markets | n 23 | WTI Crude Oil last 92.49 1d 0.09% net 101828 z 1.0384706485039596 | Brent Crude Oil last 97.79 1d -6.26% net 5008 z -1.716301314475725 | RBOB Gasoline last 3.1608 1d -6.85% net 96038 z 1.8433662729166245 | Heating Oil (ULSD) last 4.4941 1d -4.07% net 9437 z -0.6394086812761283 | Natural Gas last 3.125 1d -2.22% net -65547 z 0.3300811636948499 | Gold last 4261.05 1d -0.13% net 127389 z 0.8119807279886249 | Silver last 65.015 1d 2.26% net 13309 z -0.10753030382732534 | Platinum last 1768.8 1d 0.87% net 9928 z -0.07722358048979774 | Palladium last 1256.75 1d -1.02% net -6006 z -1.51219758264586 | Copper last 6.632 1d -0.95% net 82522 z 1.7661926652729185 | Corn last 5.2225 1d -1.14% net 404097 z 1.9201344660054647 | Wheat (SRW) last 6.875 1d -2.24% net -12016 z 0.8920878355657852 | Wheat (HRW) last 7.445 1d -2.3% net 40635 z 1.2468278670149149 | Soybeans last 12.8775 1d -2.37% net 265159 z 1.6081404802669987 | Soybean Oil last 0.6763 1d None% net 92137 z 0.4084730898558562 | Soybean Meal last 359.0 1d None% net 191087 z 1.927310988961292 | Sugar No. 11 last 0.1857 1d None% net 216629 z 2.5541265348038578 | Coffee C last 2.884 1d 3.52% net 15806 z -1.5404056214852702 | Cocoa last 5607.0 1d -0.21% net -16406 z -1.2920390489244922 | Cotton No. 2 last 0.8252 1d 4.57% net 76182 z 1.3606963675141135 | Live Cattle last 2.20975 1d None% net 49090 z -2.1162021352073017 | Feeder Cattle last 3.298 1d -1.53% net 8005 z -1.6381535478259401 | Lean Hogs last 0.685 1d None% net -42140 z -1.4188502817813045
Net position is managed money longs minus shorts, in contracts; a positive number is a net long. Net positions are as of the 22 Sep report; prices are the 28 Sep close.
Energy
Energy was softer, 4 of 5 lower.
Energy was softer, 4 of 5 lower. RBOB Gasoline fell 6.85%, with the book net long.
Energy — session changeEnergy — one-session change | n 5 | Range: -6.85% to +0.09% | WTI Crude Oil +0.09%, Brent Crude Oil -6.26%, RBOB Gasoline -6.85%, Heating Oil (ULSD) -4.07%, Natural Gas -2.22%Energy — positioning, 52-week zEnergy — managed-money net, 52-week z | n 5 | WTI Crude Oil +1.04, Brent Crude Oil -1.72, RBOB Gasoline +1.84, Heating Oil (ULSD) -0.64, Natural Gas +0.33
WTI Crude Oil trimmed a extended net long; Brent Crude Oil trimmed a heavily short net long; RBOB Gasoline added to a extended net long.
WTI Crude Oil — price and positioningWTI Crude Oil price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 55.27 to 112.95 $/bbl | net n 52 weekly | price sampled monthly: 2025-09-29 63.45, 2025-10-28 60.15, 2025-11-26 58.65, 2025-12-29 58.08, 2026-01-29 65.42, 2026-03-02 71.23, 2026-03-31 101.38, 2026-04-30 105.07, 2026-06-01 92.16, 2026-07-01 68.58, 2026-07-31 84.67, 2026-08-31 85.76, 2026-09-28 92.49 | net sampled monthly: 2025-09-30 14,053, 2025-10-28 -8,600, 2025-11-25 -37,010, 2025-12-23 11,360, 2026-01-20 47,500, 2026-02-17 63,785, 2026-03-17 96,371, 2026-04-14 98,368, 2026-05-12 72,801, 2026-06-09 94,725, 2026-07-07 64,041, 2026-08-04 86,958, 2026-09-01 94,281, 2026-09-22 101,828Brent Crude Oil — price and positioningBrent Crude Oil price against managed-money net, 2025-09-29 to 2026-09-28 | price n 257 daily, range 58.92 to 118.35 $/bbl | net n 52 weekly | price sampled monthly: 2025-09-29 67.97, 2025-10-28 64.40, 2025-11-26 63.13, 2025-12-26 60.64, 2026-01-27 67.57, 2026-02-25 70.85, 2026-03-26 108.01, 2026-04-27 108.23, 2026-05-27 94.29, 2026-06-25 75.26, 2026-07-24 96.78, 2026-08-24 92.17, 2026-09-22 99.25, 2026-09-28 97.79 | net sampled monthly: 2025-09-30 6,116, 2025-10-28 11,353, 2025-11-25 13,947, 2025-12-23 14,950, 2026-01-20 14,220, 2026-02-17 10,836, 2026-03-17 13,317, 2026-04-14 14,323, 2026-05-12 15,063, 2026-06-09 7,755, 2026-07-07 12,356, 2026-08-04 6,691, 2026-09-01 5,307, 2026-09-22 5,008RBOB Gasoline — price and positioningRBOB Gasoline price against managed-money net, 2025-09-29 to 2026-09-28 | price n 252 daily, range 1.68 to 3.77 $/gal | net n 52 weekly | price sampled monthly: 2025-09-29 2.00, 2025-10-28 1.93, 2025-11-26 1.89, 2025-12-29 1.72, 2026-01-29 1.92, 2026-03-02 2.37, 2026-03-31 3.31, 2026-04-30 3.77, 2026-06-01 3.08, 2026-07-01 2.95, 2026-07-31 3.22, 2026-08-31 3.44, 2026-09-28 3.16 | net sampled monthly: 2025-09-30 53,565, 2025-10-28 50,255, 2025-11-25 89,653, 2025-12-23 52,651, 2026-01-20 60,994, 2026-02-17 77,784, 2026-03-17 78,523, 2026-04-14 56,451, 2026-05-12 62,935, 2026-06-09 64,125, 2026-07-07 71,249, 2026-08-04 69,885, 2026-09-01 89,215, 2026-09-22 96,038Heating Oil (ULSD) — price and positioningHeating Oil (ULSD) price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 2.06 to 5.26 $/gal | net n 52 weekly | price sampled monthly: 2025-09-29 2.36, 2025-10-28 2.39, 2025-11-26 2.33, 2025-12-29 2.13, 2026-01-29 2.59, 2026-03-02 2.90, 2026-03-31 4.16, 2026-04-30 4.14, 2026-06-01 3.64, 2026-07-01 3.22, 2026-07-31 4.12, 2026-08-31 4.50, 2026-09-28 4.49 | net sampled monthly: 2025-09-30 32,767, 2025-10-28 26,431, 2025-11-25 21,954, 2025-12-23 3,161, 2026-01-20 -443, 2026-02-17 12,880, 2026-03-17 24,319, 2026-04-14 16,582, 2026-05-12 9,770, 2026-06-09 9,507, 2026-07-07 4,786, 2026-08-04 11,097, 2026-09-01 20,344, 2026-09-22 9,437Natural Gas — price and positioningNatural Gas price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 2.52 to 7.46 $/MMBtu | net n 52 weekly | price sampled monthly: 2025-09-29 3.27, 2025-10-28 3.35, 2025-11-26 4.56, 2025-12-29 4.69, 2026-01-29 3.92, 2026-03-02 2.96, 2026-03-31 2.88, 2026-04-30 2.77, 2026-06-01 3.18, 2026-07-01 3.22, 2026-07-31 2.75, 2026-08-31 2.94, 2026-09-28 3.12 | net sampled monthly: 2025-09-30 -31,166, 2025-10-28 -41,704, 2025-11-25 -65,346, 2025-12-23 -106,407, 2026-01-20 -77,101, 2026-02-17 -26,765, 2026-03-17 -44,628, 2026-04-14 -114,095, 2026-05-12 -120,065, 2026-06-09 -122,617, 2026-07-07 -60,295, 2026-08-04 -126,933, 2026-09-01 -89,481, 2026-09-22 -65,547
Corn trimmed a extended net long; Wheat (HRW) trimmed a extended net long; Soybeans added to a extended net long; Soybean Meal added to a extended net long.
Corn — price and positioningCorn price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 4.02 to 5.43 $/bu | net n 52 weekly | price sampled monthly: 2025-09-29 4.21, 2025-10-28 4.32, 2025-11-26 4.32, 2025-12-29 4.42, 2026-01-29 4.31, 2026-03-02 4.33, 2026-03-31 4.58, 2026-04-30 4.65, 2026-06-01 4.44, 2026-07-01 4.21, 2026-07-31 4.41, 2026-08-31 5.15, 2026-09-28 5.22 | net sampled monthly: 2025-09-30 -129,357, 2025-10-28 -82,925, 2025-11-25 -6,801, 2025-12-23 1,792, 2026-01-20 -95,867, 2026-02-17 -42,313, 2026-03-17 230,888, 2026-04-14 152,618, 2026-05-12 295,620, 2026-06-09 -1,306, 2026-07-07 -14,999, 2026-08-04 144,821, 2026-09-01 401,003, 2026-09-22 404,097Wheat (SRW) — price and positioningWheat (SRW) price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 4.97 to 7.67 $/bu | net n 52 weekly | price sampled monthly: 2025-09-29 5.20, 2025-10-28 5.29, 2025-11-26 5.29, 2025-12-29 5.13, 2026-01-29 5.42, 2026-03-02 5.75, 2026-03-31 6.16, 2026-04-30 6.24, 2026-06-01 6.09, 2026-07-01 5.92, 2026-07-31 6.39, 2026-08-31 7.57, 2026-09-28 6.88 | net sampled monthly: 2025-09-30 -96,239, 2025-10-28 -73,331, 2025-11-25 -56,406, 2025-12-23 -98,174, 2026-01-20 -113,560, 2026-02-17 -69,567, 2026-03-17 -11,874, 2026-04-14 -5,550, 2026-05-12 -18,484, 2026-06-09 -77,593, 2026-07-07 -60,432, 2026-08-04 -24,870, 2026-09-01 14,904, 2026-09-22 -12,016Wheat (HRW) — price and positioningWheat (HRW) price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 4.81 to 8.28 $/bu | net n 52 weekly | price sampled monthly: 2025-09-29 5.08, 2025-10-28 5.20, 2025-11-26 5.17, 2025-12-29 5.27, 2026-01-29 5.47, 2026-03-02 5.67, 2026-03-31 6.36, 2026-04-30 6.78, 2026-06-01 6.47, 2026-07-01 6.23, 2026-07-31 7.08, 2026-08-31 8.20, 2026-09-28 7.45 | net sampled monthly: 2025-09-30 -54,133, 2025-10-28 -52,208, 2025-11-25 -22,630, 2025-12-23 -25,356, 2026-01-20 -13,013, 2026-02-17 -11,095, 2026-03-17 11,322, 2026-04-14 19,455, 2026-05-12 36,707, 2026-06-09 -3,998, 2026-07-07 8,729, 2026-08-04 31,496, 2026-09-01 48,826, 2026-09-22 40,635Soybeans — price and positioningSoybeans price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 10.02 to 13.28 $/bu | net n 52 weekly | price sampled monthly: 2025-09-29 10.11, 2025-10-28 10.78, 2025-11-26 11.31, 2025-12-29 10.49, 2026-01-29 10.72, 2026-03-02 11.50, 2026-03-31 11.71, 2026-04-30 11.82, 2026-06-01 11.81, 2026-07-01 11.26, 2026-07-31 11.72, 2026-08-31 12.75, 2026-09-28 12.88 | net sampled monthly: 2025-09-30 -31,593, 2025-10-28 120,019, 2025-11-25 225,470, 2025-12-23 112,261, 2026-01-20 14,624, 2026-02-17 158,981, 2026-03-17 195,221, 2026-04-14 168,081, 2026-05-12 208,023, 2026-06-09 97,859, 2026-07-07 69,579, 2026-08-04 132,524, 2026-09-01 234,920, 2026-09-22 265,159Soybean Oil — price and positioningSoybean Oil price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 0.48 to 0.79 $/lb | net n 52 weekly | price sampled monthly: 2025-09-29 0.49, 2025-10-28 0.50, 2025-11-26 0.51, 2025-12-29 0.49, 2026-01-29 0.54, 2026-03-02 0.62, 2026-03-31 0.69, 2026-04-30 0.76, 2026-06-01 0.79, 2026-07-01 0.67, 2026-07-31 0.67, 2026-08-31 0.70, 2026-09-28 0.68 | net sampled monthly: 2025-09-30 -707, 2025-10-28 -118, 2025-11-25 -20,116, 2025-12-23 -62,052, 2026-01-20 -26,402, 2026-02-17 36,709, 2026-03-17 119,610, 2026-04-14 150,217, 2026-05-12 159,537, 2026-06-09 128,746, 2026-07-07 84,919, 2026-08-04 79,033, 2026-09-01 99,823, 2026-09-22 92,137Soybean Meal — price and positioningSoybean Meal price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 264.70 to 376.10 $/short ton | net n 52 weekly | price sampled monthly: 2025-09-29 268.10, 2025-10-28 306.50, 2025-11-26 317.10, 2025-12-29 298.80, 2026-01-29 296.00, 2026-03-02 308.30, 2026-03-31 316.40, 2026-04-30 322.30, 2026-06-01 326.50, 2026-07-01 306.60, 2026-07-31 312.20, 2026-08-31 334.60, 2026-09-28 359.00 | net sampled monthly: 2025-09-30 -111,470, 2025-10-28 -51,144, 2025-11-25 58,277, 2025-12-23 -18,268, 2026-01-20 -42,806, 2026-02-17 -3,144, 2026-03-17 80,912, 2026-04-14 131,556, 2026-05-12 116,163, 2026-06-09 55,447, 2026-07-07 18,722, 2026-08-04 77,830, 2026-09-01 157,179, 2026-09-22 191,087
Softs were firmer, 2 of 3 higher. Cotton No. 2 rose 4.57%, with the book net long.
Softs — session changeSofts — one-session change | n 3 | Range: -0.21% to +4.57% | Coffee C +3.52%, Cocoa -0.21%, Cotton No. 2 +4.57%Softs — positioning, 52-week zSofts — managed-money net, 52-week z | n 4 | Sugar No. 11 +2.55, Coffee C -1.54, Cocoa -1.29, Cotton No. 2 +1.36
Sugar No. 11 trimmed a stretched net long; Coffee C trimmed a heavily short net long; Cocoa added to a heavily short net short; Cotton No. 2 trimmed a extended net long.
Sugar No. 11 — price and positioningSugar No. 11 price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 0.13 to 0.19 $/lb | net n 52 weekly | price sampled monthly: 2025-09-29 0.16, 2025-10-28 0.14, 2025-11-26 0.15, 2025-12-29 0.15, 2026-01-29 0.15, 2026-03-02 0.14, 2026-03-31 0.16, 2026-04-30 0.15, 2026-06-01 0.14, 2026-07-01 0.15, 2026-07-31 0.15, 2026-08-31 0.18, 2026-09-28 0.19 | net sampled monthly: 2025-09-30 -136,098, 2025-10-28 -169,741, 2025-11-25 -196,895, 2025-12-23 -148,742, 2026-01-20 -146,254, 2026-02-17 -231,762, 2026-03-17 -198,139, 2026-04-14 -133,746, 2026-05-12 -95,571, 2026-06-09 -123,713, 2026-07-07 -108,650, 2026-08-04 -87,188, 2026-09-01 233,771, 2026-09-22 216,629Coffee C — price and positioningCoffee C price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 2.44 to 4.23 $/lb | net n 52 weekly | price sampled monthly: 2025-09-29 3.72, 2025-10-28 3.88, 2025-11-26 4.12, 2025-12-29 3.52, 2026-01-29 3.46, 2026-03-02 2.88, 2026-03-31 2.98, 2026-04-30 3.01, 2026-06-01 2.61, 2026-07-01 3.24, 2026-07-31 3.32, 2026-08-31 3.44, 2026-09-28 2.88 | net sampled monthly: 2025-09-30 40,975, 2025-10-28 49,720, 2025-11-25 38,494, 2025-12-23 29,597, 2026-01-20 33,464, 2026-02-17 18,072, 2026-03-17 24,252, 2026-04-14 29,570, 2026-05-12 30,370, 2026-06-09 11,863, 2026-07-07 34,454, 2026-08-04 31,441, 2026-09-01 26,729, 2026-09-22 15,806Cocoa — price and positioningCocoa price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 2,798.00 to 6,998.00 $/mt | net n 52 weekly | price sampled monthly: 2025-09-29 6,998.00, 2025-10-28 6,002.00, 2025-11-26 4,993.00, 2025-12-29 6,242.00, 2026-01-29 4,177.00, 2026-03-02 2,931.00, 2026-03-31 3,300.00, 2026-04-30 3,494.00, 2026-06-01 3,895.00, 2026-07-01 5,006.00, 2026-07-31 5,397.00, 2026-08-31 6,650.00, 2026-09-28 5,607.00 | net sampled monthly: 2025-09-30 6,622, 2025-10-28 1,981, 2025-11-25 -11,088, 2025-12-23 -3,372, 2026-01-20 -11,329, 2026-02-17 -11,874, 2026-03-17 -7,104, 2026-04-14 -14,015, 2026-05-12 -9,912, 2026-06-09 -23,084, 2026-07-07 -5,864, 2026-08-04 -4,670, 2026-09-01 -4,750, 2026-09-22 -16,406Cotton No. 2 — price and positioningCotton No. 2 price against managed-money net, 2025-09-29 to 2026-09-28 | price n 251 daily, range 0.61 to 0.92 $/lb | net n 52 weekly | price sampled monthly: 2025-09-29 0.63, 2025-10-28 0.65, 2025-11-26 0.63, 2025-12-29 0.64, 2026-01-29 0.63, 2026-03-02 0.63, 2026-03-31 0.70, 2026-04-30 0.80, 2026-06-01 0.77, 2026-07-01 0.73, 2026-07-31 0.81, 2026-08-31 0.92, 2026-09-28 0.83 | net sampled monthly: 2025-09-30 -65,025, 2025-10-28 -73,602, 2025-11-25 -63,430, 2025-12-23 -49,723, 2026-01-20 -51,546, 2026-02-17 -80,705, 2026-03-17 -39,838, 2026-04-14 13,116, 2026-05-12 55,493, 2026-06-09 42,538, 2026-07-07 34,354, 2026-08-04 55,321, 2026-09-01 100,963, 2026-09-22 76,182
Books against the sessionManaged-money 52-week z against one-session change | n 18 | WTI Crude Oil z +1.04 chg +0.09%, Brent Crude Oil z -1.72 chg -6.26%, RBOB Gasoline z +1.84 chg -6.85%, Heating Oil (ULSD) z -0.64 chg -4.07%, Natural Gas z +0.33 chg -2.22%, Gold z +0.81 chg -0.13%, Silver z -0.11 chg +2.26%, Platinum z -0.08 chg +0.87%, Palladium z -1.51 chg -1.02%, Copper z +1.77 chg -0.95%, Corn z +1.92 chg -1.14%, Wheat (SRW) z +0.89 chg -2.24%, Wheat (HRW) z +1.25 chg -2.30%, Soybeans z +1.61 chg -2.37%, Coffee C z -1.54 chg +3.52%, Cocoa z -1.29 chg -0.21%, Cotton No. 2 z +1.36 chg +4.57%, Feeder Cattle z -1.64 chg -1.53%
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. Soybean Oil: the two closes belong to two different contracts (ZLV26.CBT then ZLZ26.CBT) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld. Soybean Meal: the two closes belong to two different contracts (ZMV26.CBT then ZMZ26.CBT) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld. Sugar No. 11: the two closes belong to two different contracts (SBV26.NYB then SBH27.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 (LEV26.CME then LEZ26.CME) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld. Lean Hogs: the two closes belong to two different contracts (HEV26.CME then HEZ26.CME) — the change is the calendar spread, not a session move. The level shown is current; the change is withheld.