ICE CFTC Report: A Bull vs Bear race
April 2, 2024
For the week to Mar 26, the crude futures continued to record relatively bullish sentiment but saw a higher level of risk adopted by bearish money managers.
Reports
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Report Schedule Update
Please note that there will be a hiatus in the publication of reports between 22nd December and 2nd January due to the Christmas period. Reports will be published as normal from Monday 5th January 2026.
NYMEX CFTC Report – Risk On, Risk On, Bearish
April 1, 2024
In the week to Mar 26, speculative players adopted a more risk-on approach in WTI futures.
Back to the Futures
April 1, 2024
Technical indicators for June revealed a week of softening prices in a risk-off attitude across the product groups.
Good LNG Friday
March 29, 2024
Credit Agricole announced its decision to abstain from providing financing to two significant LNG projects. This move reflects the bank’s dedication to refraining from supporting new fossil fuel developments…
Brent Rises Ahead of May expiryÂ
March 28, 2024
The Jun Brent futures contract strengthened back into $86 territory this morning and stands at $86.40/bbl as of 13:05 GMT (time of writing).
Trader Meeting Notes: He is risen! (12% this quarter)
March 28, 2024
Brent futures this week took us on a journey up and down, and currently stand slightly elevated to levels seen at the start of the week.
CFTC Predictor: Risky Money
March 28, 2024
ONYX CFTC PREDICTOR – In addition to our regular Monday CFTC COT analysis report, Onyx Insight will publish its own in-house CFTC COT forecast ahead of the official Friday report.
Brent Increases 12% in Q1’24
March 28, 2024
June Brent futures flat price rose gently overnight but failed to pass $86/bbl, leaving it trading around $85.75/bbl at 0640 GMT (time of writing).
Brent trades at $85.10/bbl alongside EIA-announced crude build
March 27, 2024
The Brent futures flat price for the Jun contract initially dropped to $84.97/bbl briefly at 12:45 GMT before recovering its losses and reaching a high of $85.51/bbl at 15:15 GMT and then retraced to $85.12/bbl by 17:15 GMT.
LPG Report: FEI-gning strength
March 27, 2024
The LST/FEI arb firmly rebounded over the fortnight and rallied almost $40/mt to -$160/mt handles come Mar 24. On the other hand, the May FEI/CP diff witnessed incredibly bearish tides with an overarching CP complex relative to FEI.
Brent Comes Off to $85/bbl Handles
March 27, 2024
The Brent futures flat price for the June contract has been retracing downward this morning, reaching a low of $84.59/bbl by 09:00 GMT with a recovery to just over $85.00/bbl by the time of writing (10:00 GMT).
Brent Hovering Just Below The $86/bbl Level
March 26, 2024
The Brent futures flat price for the Jun contract took a small downturn to reach a low of $85.45/bbl at 14:35 GMT. However, the contract managed to regain some strength retracing to above the $86.00/bbl mark by 15:50 GMT, yet,
Comfort Zone: Dubai Market Report
March 26, 2024
This fortnight in the Dubai market, we see the market once again tied to ranges.
Maintenance
March 26, 2024
With maintenance barrels being priced, the North Sea crude market saw an incredibly bearish week in the prompt as physical differentials surged below $0/bbl into the end of last week…
Nimbostratus Naphtha
March 26, 2024
This past fortnight has seen a generally weaker naphtha complex in both regions, yet, more exacerbated in the East, as Apr E/W fell to single digit figures.