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Palladium COT Report — Futures Positioning

Palladium futures · NYMEX · CFTC contract code 075651

Latest positioning

-4,767 contracts net short — large speculators

Week ending 28 July 2026 · added 236 on the week · open interest 18,699 (+259)

Long 6,861 Short 11,628
37.1% long / 62.9% short

Net speculative position — last 52 weeks

Aug 2025 Dashed line = flat (neither net long nor net short) Jul 2026

The current reading sits in the 64th percentile of its 3-year range — over the past 3 years, the net position has been lower than it is now 64% of the time. A high reading means the position is crowded by its own historical standards; it is context, not a forecast.

All three cohorts

Net positions by trader category, week ending 28 July 2026
CategoryNet positionWeek change
Large speculatorsFunds and managed money-4,767+236
CommercialsProducers, users and banks hedging physical exposure+4,414-287
Small tradersBelow the CFTC reporting threshold+353

The three cohorts net to zero between them — every long has a short on the other side. Commercials being heavily short is normal for a produced commodity and is not a bearish view; it is a hedge against inventory they already own.

Weekly history

Net speculative position and open interest by week, most recent first
Week endingSpecs netOpen interest
28 Jul 2026-4,76718,699
21 Jul 2026-5,00318,440
14 Jul 2026-4,88918,578
7 Jul 2026-4,65817,854
30 Jun 2026-4,32417,847
23 Jun 2026-3,25617,149
16 Jun 2026-2,80317,011
9 Jun 2026-2,96417,455
2 Jun 2026-2,00616,284
26 May 2026-2,89016,692
19 May 2026-2,49717,259
12 May 2026-1,91517,419
5 May 2026-1,47615,985
28 Apr 2026-1,46415,794
21 Apr 2026-98514,921
14 Apr 2026-1,05314,648
7 Apr 2026-1,39315,187
31 Mar 2026-1,05015,220
24 Mar 2026-1,24215,069
17 Mar 2026-18515,556
10 Mar 2026-15615,679
3 Mar 2026+16116,093
24 Feb 2026+66416,423
17 Feb 2026+49216,789
10 Feb 2026+51316,538
3 Feb 2026+1,13317,304
27 Jan 2026+68419,123
20 Jan 2026+88819,167
13 Jan 2026+1,22519,483
6 Jan 2026+57919,349
30 Dec 2025-57120,593
23 Dec 2025+12222,709
16 Dec 2025+97822,061
9 Dec 2025-1820,773
2 Dec 2025-19819,913
25 Nov 2025-49719,054
18 Nov 2025-56321,274
10 Nov 2025-88120,626
4 Nov 2025-90319,711
28 Oct 2025-1,42419,580
21 Oct 2025-96219,487
14 Oct 2025-1,01321,673
7 Oct 2025-2,89322,771
30 Sep 2025-3,08521,678
23 Sep 2025-3,84020,282
16 Sep 2025-4,01219,860
9 Sep 2025-3,74219,480
2 Sep 2025-4,04818,624
26 Aug 2025-4,14118,920
19 Aug 2025-3,73420,510
12 Aug 2025-3,49620,191
5 Aug 2025-2,33519,043

Source: CFTC Commitments of Traders (Legacy, futures only) — a US government work, public domain. Positions are measured Tuesday and published the following Friday at about 15:30 ET, so this report is always at least three days behind the market. Positioning describes how traders are placed; it is not a forecast.

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