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  • 5d
    Ole Hansen Ole Hansen
    US oil producers increased hedging activity last week. The short position among this segment jumped 36,000 lots to 587,000, the highest since 2011. This most likely in...
    5d
    Ole Hansen Ole Hansen
    Brent crude net-long jumped by 63,792 lots or 22% in week to Aug 16. While short-covering were the only driver behind WTI's recent surge speculators cut shorts...
  • 15 August
    Ole Hansen Ole Hansen
    Funds increased bullish crude oil bets by the most in 3 months last week. The WTI and Brent combined net-long jumped 48,406 lots to 389,096 lots
    15 August
    Market Predator Market Predator
    Interesting to see Platinum&Palladium COT analysis and confront it with price chart.
    5d
    AndrejLences AndrejLences
    Very interesting article to me, because of the managed money positions charts. I would like to see more like this one. Great job.
  • Article / 08 August 2016 at 8:20 GMT

    COT: Oil long hits January low as selling accelerates

    Head of Commodity Strategy / Saxo Bank
    Denmark
    COT: Oil long hits January low as selling accelerates
    Hedge funds scaled back bullish commodity bets for a sixth consecutive week last week. The 6% reduction saw the net-long of 20 US traded commodities drop to 924,000 lots after hitting 1.53 million on June 21. Biggest changes was seen in WTI crude oil with the gross-short hitting a record.
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    08 August
    Ole Hansen Ole Hansen
    Funds cut bullish oil bets on Brent crude by 10% to 260k in week to Aug 2. Lowest since Jan 19
    08 August
    Ole Hansen Ole Hansen
    Funds held a net-long of 341k lots in Brent and WTI oil in wk to Aug 2. Long and short positions both rising
  • 11 July
    Ole Hansen Ole Hansen
    Bullish Brent crude oil bets reduced for a fourth consecutive week. In the week to July 5 hedge funds cut the Brent crude net-long by 4.5% to...
    11 July
    Ole Hansen Ole Hansen
    The orderly reduction of bullish oil bets continue. The combined net-long down 27% to 484k lots from April 26 peak
  • Article / 01 July 2016 at 13:30 GMT

    WCU: Commodities bask in six-year quarter high

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Commodities bask in six-year quarter high
    Most commodity sectors are back in demand following the Brexit vote on June 23. Record low bond yields on the back of raised speculation about renewed central bank action supported metals of all colours. Sugar and coffee found support in Brazil while oil remains rangebound after the initial squeeze and natural gas surged on improved fundamentals.
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    02 July
    KaranKK KaranKK
    Hi Ole, Thanks for this excellent article. In next week, with more drivers out on roads in US and the Norwegian workers strike, won't the higher inventory...
    03 July
    bparkes19 bparkes19
    That's a bull flag on the oil chart. Usually resolves to the upside. Oil inventories have been building slower than the normally do on a seasonality basis...See...
  • Article / 24 June 2016 at 13:30 GMT

    WCU: Brexit boosting gold, oil not far behind

    Head of Commodity Strategy / Saxo Bank
    Denmark
    WCU: Brexit boosting gold, oil not far behind
    Financial markets were caught completely unprepared by UK voters' decision to leave the EU, particularly given how polls where pointing to a Remain victory ahead of the vote. Among commodities, gold was the biggest winner with risk-aversion triggering an explosive rise in turnover.
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