Palladium COT Report

Live CFTC Commitments of Traders positioning for Palladium futures — commercial hedgers versus managed money. Latest report: June 9, 2026.

Positioning signal

extreme_short

Large specs at extreme short position — contrarian bullish

Z-score (vs 3yr)

-1.92

3.8th percentile

Open interest

17,455

+1,171 WoW

Who's positioned where

Commercials (hedgers)

+2,236

net · 6,909 long / 4,673 short

Managed money (specs)

-2,964

net · 7,516 long / 10,480 short

Commercial net — last 6 months

What this means for Palladium

The CFTC's weekly Commitments of Traders report splits Palladium futures positions into commercials — producers and users hedging real exposure — and managed money, the speculators taking the other side. Commercials are net long here, while specs are net short. Research on hedging pressure finds that when commercial hedgers are unusually net-short, it has historically preceded positive returns — so the z-score (currently -1.92) matters more than the raw number.Palladium ultimately trades on gasoline auto-catalyst demand and Russian supply, and positioning is one input among those fundamentals.

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