The Positioning Report | US
Energy & Metals — COT Positioning
CFTC Disaggregated Commitments of Traders · Combined Futures & Options
Week of April 10, 2026 Crude Oil (WTI) · RBOB Gasoline · Gold · Silver · Copper
Data: CFTC weekly release
Market Positioning — Energy & Metals
Percentile rankings relative to full available history (2010–present) · Managed Money = hedge funds & CTAs · Commercial = producers, merchants & swap dealers
WTI Crude Oil
CFTC Code 067651 · COT data through 2026-04-07
96.57 $/bbl
MM Net Position
+137,838
Managed money long minus short
22th pct
MM Week-over-Week
+7,121
Change in managed money net
Open Interest
3,128,586 cts
Total open interest (all participants)
92th pct
Commercial Net
-334,937
Prod/merchant + swap dealer net
52th pct
Managed money is Moderately Short (22th percentile) relative to the full history of this market. Managed money added 7,121 net contracts week-over-week. Commercial hedgers hold a net short position of 334,937 contracts. Open interest is at an elevated level historically (92th percentile).
2026 (current) 2025 2024 2010–2023

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 0122.6246.489.3
Jan 0842.5230.7111.1
Jan 1553.4250.990.2
Jan 2263.0191.8134.1
Jan 2980.4140.5150.2
Feb 0586.3122.295.0
Feb 1281.2103.3115.7
Feb 1998.267.6134.2
Feb 26108.4103.9174.7
Mar 05136.4115.8184.0
Mar 12147.996.5169.9
Mar 19149.091.8220.0
Mar 26130.794.6217.4
Apr 02137.869.5229.5

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are structurally short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01-124.0-303.4-217.3
Jan 08-132.0-332.5-216.7
Jan 15-165.6-339.5-211.0
Jan 22-182.9-307.7-228.3
Jan 29-218.1-274.0-244.8
Feb 05-223.4-257.5-217.6
Feb 12-244.9-239.1-217.3
Feb 19-289.5-223.6-238.3
Feb 26-301.9-209.8-264.0
Mar 05-356.2-212.6-288.6
Mar 12-360.9-205.3-280.2
Mar 19-363.9-208.9-323.7
Mar 26-350.3-195.6-330.0
Apr 02-334.9-184.6-346.2

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 012,382.12,368.12,037.2
Jan 082,533.72,384.52,059.1
Jan 152,438.32,297.42,084.2
Jan 222,585.12,226.92,095.7
Jan 292,688.72,220.92,253.2
Feb 052,680.22,252.02,271.2
Feb 122,577.12,124.72,222.6
Feb 192,724.62,177.72,098.4
Feb 262,889.12,266.12,118.6
Mar 053,138.82,313.02,098.8
Mar 123,011.82,211.92,177.3
Mar 192,952.22,225.02,218.8
Mar 263,039.62,312.32,276.0
Apr 023,128.62,689.62,339.5

Nearby futures price (CL=F). Price shown for context; COT positioning is the primary signal.

RBOB Gasoline
CFTC Code 111659 · COT data through 2026-04-07
3.04 $/gal
MM Net Position
+60,078
Managed money long minus short
60th pct
MM Week-over-Week
-4,249
Change in managed money net
Open Interest
323,521 cts
Total open interest (all participants)
31th pct
Commercial Net
-75,161
Prod/merchant + swap dealer net
38th pct
Managed money is Moderately Long (60th percentile) relative to the full history of this market. Managed money reduced 4,249 net contracts week-over-week. Commercial hedgers hold a net short position of 75,161 contracts. Open interest is near historical average levels (31th percentile).
2026 (current) 2025 2024 2010–2023

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 0149.553.469.3
Jan 0858.557.262.1
Jan 1562.150.659.2
Jan 2265.440.466.9
Jan 2967.946.868.4
Feb 0580.148.757.0
Feb 1278.045.962.1
Feb 1989.127.961.4
Feb 2685.820.461.0
Mar 0577.06.060.0
Mar 1279.929.266.8
Mar 1972.334.376.5
Mar 2664.344.679.0
Apr 0260.127.483.6

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are structurally short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01-74.8-68.3-83.4
Jan 08-79.7-73.1-77.0
Jan 15-79.9-65.3-74.1
Jan 22-87.4-58.2-81.4
Jan 29-89.4-61.2-82.5
Feb 05-104.4-67.9-71.6
Feb 12-102.6-65.0-76.0
Feb 19-111.7-45.0-72.8
Feb 26-105.7-36.1-70.0
Mar 05-90.1-15.6-67.1
Mar 12-95.9-38.3-71.7
Mar 19-84.5-43.5-82.0
Mar 26-82.3-58.5-88.2
Apr 02-75.2-37.8-96.5

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01422.0379.9333.9
Jan 08452.9404.5344.0
Jan 15458.7433.1356.5
Jan 22465.9427.1368.7
Jan 29470.8414.4366.1
Feb 05465.1418.7377.0
Feb 12466.5428.5388.7
Feb 19468.5425.9391.1
Feb 26415.3420.6378.0
Mar 05393.2446.6369.4
Mar 12383.1443.2379.5
Mar 19357.5446.8384.0
Mar 26331.4424.4386.5
Apr 02323.5425.3407.0

Nearby futures price (RB=F). Price shown for context; COT positioning is the primary signal.

Gold
CFTC Code 088691 · COT data through 2026-04-07
4,761.90 $/oz
MM Net Position
+92,113
Managed money long minus short
35th pct
MM Week-over-Week
-1,760
Change in managed money net
Open Interest
550,487 cts
Total open interest (all participants)
1th pct
Commercial Net
-192,465
Prod/merchant + swap dealer net
60th pct
Managed money is Moderately Short (35th percentile) relative to the full history of this market. Managed money reduced 1,760 net contracts week-over-week. Commercial hedgers hold a net short position of 192,465 contracts. Open interest is at a depressed level historically (1th percentile).
2026 (current) 2025 2024 2010–2023

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01124.3194.5137.5
Jan 08136.5212.5106.3
Jan 15139.2234.4100.6
Jan 22121.4230.676.6
Jan 2993.4230.272.0
Feb 0593.0215.682.6
Feb 1296.1202.046.4
Feb 1999.9194.464.3
Feb 26100.9182.668.0
Mar 05102.2182.2131.1
Mar 12105.9200.2159.6
Mar 1992.8192.7157.5
Mar 2693.9176.6157.7
Apr 0292.1138.5178.2

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are structurally short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01-260.4-278.5-246.2
Jan 08-279.2-302.1-221.1
Jan 15-270.9-329.2-211.0
Jan 22-250.8-330.8-195.7
Jan 29-206.0-335.3-174.4
Feb 05-194.8-318.1-183.2
Feb 12-193.3-301.4-152.4
Feb 19-206.1-295.2-161.1
Feb 26-203.8-277.4-160.4
Mar 05-207.4-271.9-221.6
Mar 12-203.7-294.4-237.0
Mar 19-199.4-286.8-232.7
Mar 26-200.1-276.8-236.6
Apr 02-192.5-235.4-253.0

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01772.3690.5700.9
Jan 08844.0757.0665.3
Jan 15871.6845.1668.5
Jan 22793.8805.3642.6
Jan 29732.3837.2580.4
Feb 05726.2867.5575.7
Feb 12723.9871.1576.2
Feb 19699.8773.0567.3
Feb 26699.9756.3551.9
Mar 05709.9779.3706.1
Mar 12681.4870.0776.1
Mar 19692.2826.6789.1
Mar 26559.0851.4723.4
Apr 02550.5775.7797.9

Nearby futures price (GC=F). Price shown for context; COT positioning is the primary signal.

Silver
CFTC Code 084691 · COT data through 2026-04-07
76.32 $/oz
MM Net Position
+10,039
Managed money long minus short
28th pct
MM Week-over-Week
-777
Change in managed money net
Open Interest
144,271 cts
Total open interest (all participants)
3th pct
Commercial Net
-38,189
Prod/merchant + swap dealer net
64th pct
Managed money is Moderately Short (28th percentile) relative to the full history of this market. Managed money reduced 777 net contracts week-over-week. Commercial hedgers hold a net short position of 38,189 contracts. Open interest is at a depressed level historically (3th percentile).
2026 (current) 2025 2024 2010–2023

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 0117.725.616.0
Jan 0815.028.87.9
Jan 1511.329.56.0
Jan 227.326.3-3.2
Jan 294.537.45.0
Feb 054.635.1-4.8
Feb 126.239.4-9.6
Feb 198.033.05.4
Feb 267.334.2-4.1
Mar 059.742.215.5
Mar 129.349.626.7
Mar 1910.945.837.8
Mar 2610.841.430.2
Apr 0210.021.934.1

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are structurally short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01-50.6-52.7-48.8
Jan 08-54.0-55.9-41.3
Jan 15-45.5-59.6-40.7
Jan 22-44.0-57.9-30.2
Jan 29-44.6-66.9-35.2
Feb 05-40.8-66.5-30.0
Feb 12-41.3-70.3-25.7
Feb 19-39.4-68.3-35.5
Feb 26-39.1-68.5-30.2
Mar 05-40.9-75.4-44.4
Mar 12-37.3-79.5-54.4
Mar 19-38.4-78.6-64.1
Mar 26-38.2-74.6-62.7
Apr 02-38.2-61.6-66.9

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01235.1179.0153.9
Jan 08237.3179.6151.9
Jan 15244.0192.0154.1
Jan 22228.4192.4162.5
Jan 29210.1207.1158.8
Feb 05201.0196.9169.9
Feb 12198.7207.4176.8
Feb 19168.9187.3172.8
Feb 26156.4170.7162.5
Mar 05158.7182.3166.3
Mar 12154.9203.4175.8
Mar 19156.0197.3192.5
Mar 26145.2197.1191.5
Apr 02144.3184.8211.0

Nearby futures price (SI=F). Price shown for context; COT positioning is the primary signal.

Copper
CFTC Code 085692 · COT data through 2026-04-07
5.87 $/lb
MM Net Position
+38,804
Managed money long minus short
78th pct
MM Week-over-Week
-489
Change in managed money net
Open Interest
243,811 cts
Total open interest (all participants)
52th pct
Commercial Net
-52,974
Prod/merchant + swap dealer net
17th pct
Managed money is Moderately Long (78th percentile) relative to the full history of this market. Managed money reduced 489 net contracts week-over-week. Commercial hedgers hold a net short position of 52,974 contracts. Open interest is near historical average levels (52th percentile).
2026 (current) 2025 2024 2010–2023

Managed money (hedge funds & CTAs) net long position by week of year, overlapping across all available years. Extreme readings — especially multi-year highs or lows — historically coincide with price turning points.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 0166.96.110.1
Jan 0862.213.9-16.8
Jan 1561.717.9-25.3
Jan 2256.715.5-30.8
Jan 2954.317.2-3.3
Feb 0554.321.7-20.6
Feb 1252.726.6-42.3
Feb 1951.018.2-8.8
Feb 2648.58.74.4
Mar 0547.713.7-8.6
Mar 1246.722.48.5
Mar 1935.833.639.3
Mar 2639.331.320.3
Apr 0238.814.115.4

Commercial hedger net position (producers, merchants, and swap dealers combined). Commercials are structurally short (forward sellers); a move toward net long is historically bullish.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01-70.6-6.3-11.8
Jan 08-67.1-13.38.4
Jan 15-69.1-19.922.5
Jan 22-65.4-17.527.4
Jan 29-62.7-16.87.3
Feb 05-61.0-22.210.7
Feb 12-74.9-22.430.7
Feb 19-72.6-19.117.9
Feb 26-69.7-12.82.5
Mar 05-63.3-18.04.4
Mar 12-60.9-21.8-6.8
Mar 19-47.1-27.1-42.6
Mar 26-51.0-25.8-32.0
Apr 02-53.0-15.6-30.3

Total open interest across all participant categories. Rising OI with a directional move confirms the trend; falling OI suggests position liquidation rather than new conviction.

Date2026 ('000 cts)2025 ('000 cts)2024 ('000 cts)
Jan 01307.6249.4208.0
Jan 08310.5247.2225.4
Jan 15314.8254.7240.5
Jan 22305.3263.4256.3
Jan 29315.6266.5255.0
Feb 05304.4290.7268.9
Feb 12303.1286.2283.7
Feb 19280.4243.8258.4
Feb 26264.0243.5208.3
Mar 05254.1259.0217.2
Mar 12248.2278.6250.0
Mar 19244.6302.5326.0
Mar 26239.8288.9326.9
Apr 02243.8284.1348.6

Nearby futures price (HG=F). Price shown for context; COT positioning is the primary signal.