COT Data

Free COT positioning tool for futures traders. Percentile rankings, extreme zones & 2yr history across Grains, Energy, Metals, FX + more. No signup needed. 📊

[COT Data @COTTracker]

#Palladium - Managed money net short 6,617 to July 21, deepest of 2026. Shorts 57.4% of open interest, net short since March. $1,270/oz, 42% under the Jan high. Driver: Nornickel guides a 300koz 2026 global surplus plus platinum substitution. Next test: Aug 3 US July auto sales

[COT Data @COTTracker]

Soybean Oil specs are at the most net-long in 5 years (100th pct). Net long 154K, last seen here 4 weeks ago (2026-05-19).

Mean reversion, or a new regime?
https://t.co/z9WfwRTV8R

[COT Data @COTTracker]

#Silver - Managed money net long stuck at 11,282 for a 2nd week to July 21. Longs 18,204 of 106,410 OI. $58/oz. Halved from the $121.66 Jan record, $54.77 July low. Driver: 6th straight deficit, 46.3Moz forecast on flat mine supply. Next test: Aug 31 Sep COMEX first notice

[COT Data @COTTracker]

SRW wheat non-commercial specs held 7K net short as of July 21, per CFTC Legacy. HRW wheat specs were 14K net long. Both at mid-range positioning amid supply concerns and weather pressures.

[COT Data @COTTracker]

Grains COT scorecard. Soybean Oil is the standout — specs crowded long at 100/100 on the COT Index.

Which grain has the better contrarian setup?
https://t.co/z9WfwRTV8R

[COT Data @COTTracker]

#SwissFranc - Asset managers net short 55.2k #CHF futures to Jul 21, under 500 contracts off the all-time record. USD/CHF at fresh yearly highs, pressing 0.8200/15 trend resistance. Driver: Fed repricing - 80% odds of a Sept hike. Next test: FOMC Jul 29, core PCE Jul 30

[COT Data @COTTracker]

CFTC Legacy 2026-07-21: ZC corn non-commercial traders hold +187K net long contracts as USDA crop estimates face scrutiny over potential overstatement in quarterly stocks data.

[COT Data @COTTracker]

Live Cattle futures: Mexico cattle shipment resumption begins Aug 24, easing U.S. packer supply constraints. Non-commercial specs held +55K net long as of CFTC Legacy 2026-07-21, positioning ahead of reopening.

[COT Data @COTTracker]

ZWC soybean non-commercial specs held +176K net long as of CFTC Legacy 2026-07-21. USDA's August crop production survey due as key price input amid record crop potential. Positioning mid-range COT index.

[COT Data @COTTracker]

#LeanHogs - Managed money covered 15,145 shorts to July 21, net now -27,791 from -43,181. $102/cwt Aug, +10.9% in a month but -5.4% y/y. Funds sat +128k net long in February. Driver: June 1 breeding herd 5.88m head, -1.2% y/y, smallest since 2014. Next test: Aug 12 WASDE

[COT Data @COTTracker]

WTI crude fell 5.39% to $84.47 as U.S.-Iran tensions eased. Non-commercial specs held +82K net long positions per CFTC Legacy 2026-07-21 report, maintaining mid-range positioning amid geopolitical de-escalation.

[COT Data @COTTracker]

#Soybeans - Managed money net long +130,505, a 2yr high after a +55k WoW surge. Nov beans ~$12.50/bu, highest since May 2024. Driver: Midwest drought cut crop to 65% good-excellent (vs 70% yr ago) + China booking 600k+ MT. Next test: Aug 12 WASDE

[COT Data @COTTracker]

#Yen #JPY net shorts at -152k. 1st percentile over 2 years, 4th over 10.

Non-commercial shorts are 35.9% of open interest - the most concentrated positioning in the dataset. 13-week average sits at -179k, so specs have been carrying this for months.

[COT Data @COTTracker]

#Gold - Managed money net long 120,779, 96th percentile - bulls still crowded as price slides. $4,055/oz, -26% from Jan's $5,598 record. Driver: rate-cut bets gone, Sept hike odds 47% as Hormuz energy inflation lifts real yields. Next test: Jul 29 FOMC

[COT Data @COTTracker]

5Y Treasury net shorts hit 99th percentile while 30Y sits at 1st percentile—the most extreme curve split in 2 years.

[COT Data @COTTracker]

COMEX gold futures: Non-commercial specs held +187K net long contracts as of July 14, 2026, per CFTC Legacy. Gold price near $4,000/oz drawing attention in Central Asia mining regions.

[COT Data @COTTracker]

#CrudeOil - Managed money net long 62,683 = 3yr low, 7th pct, 2nd wk Bearish-Extreme. Specs cut 13,066 into an 11% price spike. WTI ~$84 despite US-Iran risk. Driver: OPEC+ +548kbpd Aug hike + soft China demand cap geopolitics. Catalyst: OPEC+ Aug 2 meeting

[COT Data @COTTracker]

Live Cattle non-commercial speculators held +70K net long contracts as of July 14, 2026, per CFTC Legacy. Minnesota cattlemen's tour highlights producer engagement amid ongoing market positioning.

[COT Data @COTTracker]

Soybean Oil specs last held a similar position 3 weeks ago (2026-05-19). Current net: +154K.

[COT Data @COTTracker]

#Sugar - Managed money net short -102,817 to Jul 14, covered 5,833 shorts wk/wk but still a multi-year bearish extreme. SBN26 ~14.7c/lb, near 5yr low. Driver: record 182 MMT global crop, ISO sees 2.2 MMT surplus. Next: UNICA H1-July C-S crush ~Jul 28