Commodities
The Commodities page covers energy, metals, and agriculture markets with EIA supply data and CFTC institutional positioning. These tools help monitor supply/demand fundamentals alongside how institutional traders are positioned in commodity futures.
Market Navigation
Section titled “Market Navigation”The page links to dedicated market screener pages for:
- Commodities — Energy, metals, and agricultural commodity tickers with AI predictions and sentiment
- Index Futures — Major index futures contracts
Click through to browse all available tickers with full prediction and alternative data coverage.
EIA Energy Charts
Section titled “EIA Energy Charts”Four interactive time-series charts sourced from the US Energy Information Administration (EIA), updated weekly:
Crude Oil Inventories
Section titled “Crude Oil Inventories”US commercial crude oil stocks excluding the Strategic Petroleum Reserve. Rising inventories generally indicate weaker demand or increased production, while falling inventories suggest tighter supply.
US Oil Production
Section titled “US Oil Production”Domestic crude oil production volume. Tracks production trends that affect global supply and pricing dynamics.
Natural Gas Storage
Section titled “Natural Gas Storage”US natural gas working storage volumes. Storage levels relative to the five-year average are a key driver of natural gas pricing, especially heading into winter heating season.
Gasoline Inventories
Section titled “Gasoline Inventories”US motor gasoline stocks. Seasonal patterns are significant — inventories typically draw down heading into summer driving season and build during fall.
Each chart displays the data as a colored line chart with time on the x-axis and volume/production on the y-axis.
Commodity COT Positioning
Section titled “Commodity COT Positioning”CFTC Commitments of Traders data specific to commodity futures, organized by category:
Categories
Section titled “Categories”| Category | Examples |
|---|---|
| Energy | Crude oil, natural gas, heating oil, gasoline futures |
| Metals | Gold, silver, copper, platinum, palladium futures |
| Agriculture | Corn, wheat, soybeans, cotton, sugar, coffee, cocoa futures |
Table Columns
Section titled “Table Columns”| Column | Description |
|---|---|
| Contract | Futures contract name |
| Open Interest | Total outstanding contracts |
| Speculator Net | Net position of managed money |
| Commercial Net | Net position of commercial hedgers (producers, consumers) |
| WoW Change | Week-over-week change in speculator positioning |
| Spec Bias | Visual bar showing bullish/bearish lean |
Reading Commodity COT
Section titled “Reading Commodity COT”- Commercial hedgers in commodities are often producers or consumers with physical exposure — their positioning reflects business hedging needs
- Speculator extremes in commodity futures can signal crowded trades — historically, extreme long or short positioning tends to precede reversals
- WoW changes reveal the pace of positioning shifts — rapid changes in a single week often indicate a catalyst
For the full COT dataset across all asset classes (including indices, forex, and bonds), see the Intelligence page.
Related Resources
Section titled “Related Resources”- Intelligence — Full COT positioning across all asset classes
- Currencies — FX COT positioning
- Markets Hub — All asset class dashboards