Natural Gas COT Report

Live CFTC Commitments of Traders positioning for Natural Gas futures — commercial hedgers versus managed money. Latest report: July 28, 2026.

By RetailVest Researchsourced from CFTCupdated

Positioning signal

neutral

No clear positioning bias

Z-score (vs 3yr)

1.25

100th percentile

Open interest

401,535

+2,535 WoW

In plain English

Speculators lean bullish on Natural Gas, but positioning isn't at an extreme yet — there's still room for the trend to run before the crowd gets over-committed.

Who's positioned where

Commercials (hedgers)

-257,259

net · 102,187 long / 359,446 short

Managed money (specs)

+258,574

net · 283,640 long / 25,066 short

Commercial net — last 6 months

What this means for Natural Gas

The CFTC's weekly report splits Natural Gas futures positions into — producers and users hedging real exposure — and , the speculators taking the other side. Commercials are net short here, while specs are net long. Research on hedging pressure finds that when commercial hedgers are unusually net-short, it has historically preceded positive returns — so the (currently 1.25) matters more than the raw number.Natural Gas ultimately trades on storage levels and heating/cooling demand (degree days), and positioning is one input among those fundamentals.

Educational analysis, not investment advice. Positioning is descriptive and can stay extreme for long stretches.

Trade Natural Gas without futures — ETF proxies

Liquid ETFs that track Natural Gas. Same idea, no margin account required.

Leveraged/inverse ETFs (amber) reset daily and decay over time — for short holds only. Not investment advice.