Andreas Neier

COT Data, Seasonality & WASDE Analysis for Commodity Traders | Gold, Grains, Softs & more | 🔗

[Andreas Neier @cottradercom]

Full analysis incl. the ethanol-parity history, energy correlations and the COT positioning behind the move: https://t.co/L1tf0c3T1c

[Andreas Neier @cottradercom]

New on https://t.co/wbAVNbS4Gr: Sugar closed at an 18-month high - and our data point to Brazil, not oil, as the trigger. 🧵
https://t.co/L1tf0c3T1c
#Sugar #Commodities #COT

[Andreas Neier @cottradercom]

Where that floor sits: ethanol parity at 13.84 USc/lb, with sugar 44% above it - about twice the 10-year median premium of 21%. Managed Money was already net long 218,336 contracts before the breakout (COT index 95 on 26 weeks).

[Andreas Neier @cottradercom]

Macro backdrop: the US 10-year real yield rose 5 bp to 2.88% and dollar index futures gained 0.95% to 101.93. Full report incl. COT tables and charts: https://t.co/SNvVr4vPqe

[Andreas Neier @cottradercom]

Weekly Gold & Silver Report CW 41/2026 is out 🟡

Gold -3.43% on the week, silver -6.18%. A Monday slide set the tone, and speculators kept cutting. 🧵
https://t.co/SNvVr4vPqe
#Gold #Silver #COT

[Andreas Neier @cottradercom]

Gold/Silver ratio up to 68.7 from 66.8, still only the 12th percentile of the past 10 years against a 10-year mean of 80.6.

[Andreas Neier @cottradercom]

Updated my free WASDE Dates tool — now with a live countdown, 24h pre-alert and a table of upcoming releases for 2025/26. Never get caught off guard by a WASDE print again.
https://t.co/T9iz8Nw8qA

[Andreas Neier @cottradercom]

Coffee: +43, Bullish. Four weeks of commercial improvement interrupted by one week of selling, volume confirming the score while curve structure softens.

[Andreas Neier @cottradercom]

This week's six highest-conviction Composite Scores on the dashboard — ranked purely by score, positive or negative. 🧵
https://t.co/askvuG4qxa
#COT #CommitmentsOfTraders #Commodities #Futures

[Andreas Neier @cottradercom]

U.S. 10-Year Treasury Note: +49, Bullish. Commercial positioning high in its three-year range against a very large opposing speculative book — volume at odds with the score.