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CFTC WEEKLY PREDICTOR

A premium data-driven report embedding our predictive learning models' forecasts of CFTC positioning

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Funds Bullish Products

Brent sentiment turns bullish as geopolitics worsen; funds buy gasoil/RBOB while producers show mixed positioning.
8 page report
14 May 2026

Bullish spec changes across the board (2)

We anticipate money managers to add longs to ICE Brent futures in the week ending 05 May...
8 page report
7 May 2026

Bullish spec changes across the board

In line with this support, we anticipate money managers to add over 10.6mb to their Brent long positions in the week ending 28 Apr...
8 page report
30 April 2026

Bulls exit Brent longs

We anticipate ICE COT data for the week ending 21 Apr to show managed-by-money players liquidating nearly 6.8mb from their long positions...
8 page report
23 April 2026

Money Managers Expected to Trim Longs

In line with this week's drop below $100/bbl, we anticipate a sharp liquidation of speculative net long positioning in Brent futures...
8 page report
16 April 2026

Funds Keep Buying Brent

Funds to add Brent longs (5th week), cut shorts. RBOB shorts to rise, length falls for 3rd week.
8 page report
9 April 2026

Turning the risk down?

Conflicting messages from the US have created market uncertainty. Thus, we expect the CFTC COT report on 03 Apr to show....
8 page report
2 April 2026

Funds Bearish Cracks

We Forecast that Funds Keep Buying Brent but Reduce Net Positioning in Refined Products
8 page report
26 March 2026

Funds Getting Longer

Funds expected to increase net length in Brent futures; US gasoline shorts to fall for the sixth consecutive week.
8 page report
19 March 2026

Funds Bearish in Products

Specs add Brent longs, cut shorts on geopolitics; bearish in products as producers hedge and cut risk.
8 page report
5 March 2026

Pricing in Risk

Among hedgers, the model expects producers/merchants to be fairly risk off in Brent futures amid an exodus of length....
8 page report
26 February 2026

A Shorter Week…?

CFTC seen bearish on Brent and gasoil with added shorts, pricing out US-Iran fears; RBOB stays risk-on with heavier buying.
8 page report
19 February 2026

Buying Down the Barrel 

Funds add Brent longs, cut shorts on US-Iran risk; RBOB and gasoil length rises as crude drives cracks despite pullbacks.
8 page report
12 February 2026