NOTABLE GAINERS

• EEX European-Carbon- Secondary Trading up 4.0% (YTD: 76.3%)
• ICE Europe CO2 EUA Yearly up 4.0% (YTD: 73.1%)
• Pork Primal Cutout Butt up 3.8% (YTD: 86.0%)
• ICE Europe Brent Crude up 2.5% (YTD: 32.6%)

NOTABLE LOSERS

• DCE Iron Ore down -9.7% (YTD: 14.6%)
• SMM Rare Earth Terbium Metal Spot Price Daily down -9.7% (YTD: -8.5%)
• Pork Primal Cutout Picnic down -6.6% (YTD: 53.9%)
• SHFE Rebar down -5.8% (YTD: 32.6%)
• SHFE Rubber down -5.1% (YTD: -4.5%)
• CBoT Corn down -4.7% (YTD: 41.5%)
• DCE RBD Palm Oil down -4.7% (YTD: 24.4%)

NET POSITIONS OF MANAGED MONEY (WEEKLY CFTC REPORT)

ENERGY

• Crude, Light Sweet reduced net long position
• ICE Brent reduced net long position
• Gasoline reduced net long position
• No.2 Heating Oil increased net long position
• Gasoil increased net long position
• Henry Hub Nat Gas increased net long position

METALS

• Gold increased net long position
• Silver increased net long position
• Platinum reduced net long position
• Palladium reduced net long position
• Copper-Grade#1 reduced net long position

AGRICULTURE

• Wheat increased net long position
• Corn reduced net long position
• Rough Rice increased net long position
• Oats reduced net long position
• Soybeans increased net long position
• Soybean Oil reduced net long position
• Soybean Meal increased net long position
• Lean Hogs reduced net long position
• Live Cattle increased net long position
• Feeder Cattle reduced net short position
• Cocoa turned to net long
• Robusta Coffee increased net long position
• Frozen OJ increased net short position
• Sugar No.11 increased net long position
• White Sugar increased net long position

ENERGY

• WTI crude front month currently at US$ 65.37 per barrel, up 2.4% on the day (YTD: +34.7%); 6-month term structure in widening backwardation
• Brent crude front month currently at US$ 68.71 per barrel, up 2.5% on the day (YTD: +32.6%); 6-month term structure in widening backwardation
• Brent volatility at 34.5, up 5.7% on the day (12-month range: 24.7 - 76.6)
• Newcastle Coal (ICE Europe) currently at US$ 99.00 per tonne, down -2.0% on the day (YTD: +23.0%)
• Natural Gas (Henry Hub) currently at US$ 2.96 per MMBtu, down -0.4% on the day (YTD: +16.6%); 6-month term structure in widening backwardation
• Gasoline (NYMEX) currently at US$ 2.13 per gallon, up 1.5% on the day (YTD: +51.0%); 6-month term structure in tightening backwardation
• Low Sulphur Gasoil (ICE Europe) currently at US$ 557.25 per tonne, up 1.5% on the day (YTD: +32.4%); 6-month term structure in widening backwardation

BASE METALS

• Copper (COMEX) currently at US$ 4.67 per pound, down -0.9% on the day (YTD: +32.7%)
• Iron Ore (Dalian Commodity Exchange) currently at CNY 1,236.50 per tonne, down -9.7% on the day (YTD: +14.6%)
• Aluminium (Shanghai) currently at CNY 19,450 per tonne, down -0.9% on the day (YTD: +24.7%)
• Nickel (Shanghai) currently at CNY 128,790 per tonne, down -0.9% on the day (YTD: +4.1%)
• Lead (Shanghai) currently at CNY 15,050 per tonne, down -1.2% on the day (YTD: +2.9%)
• Rebar (Shanghai) currently at CNY 5,594 per tonne, down -5.8% on the day (YTD: +32.6%)
• Tin (Shanghai) currently at CNY 194,050 per tonne, up 0.1% on the day (YTD: +27.3%)
• Zinc (Shanghai) currently at CNY 22,190 per tonne, down -0.8% on the day (YTD: +5.4%)
• Refined Cobalt (Shanghai) spot price currently at CNY 346,500 per tonne, unchanged (YTD: +26.5%)
• Lithium (Shanghai) spot price currently at CNY 615,000 per tonne, unchanged (YTD: +26.8%)

PRECIOUS METALS

• Gold spot currently at US$ 1,842.18 per troy ounce, up 0.9% on the day (YTD: -2.9%)
• Gold 1-Month ATM implied volatility currently at 12.61, down -0.9% on the day (YTD: -19.0%)
• Silver spot currently at US$ 27.42 per troy ounce, up 1.3% on the day (YTD: +4.0%)
• Silver 1-Month ATM implied volatility currently at 27.88, down -0.4% on the day (YTD: -32.0%)
• Palladium spot currently at US$ 2,890.86 per troy ounce, up 1.0% on the day (YTD: +18.2%)
• Platinum spot currently at US$ 1,225.99 per troy ounce, up 1.5% on the day (YTD: +14.7%)
• Rhodium (Johnson Matthey, New York 09:30) currently at US$ 28,400 per troy ounce, unchanged (YTD: +66.6%)
• Iridium (Johnson Matthey, New York 09:30) currently at US$ 6,300 per troy ounce, unchanged (YTD: +142.3%)

AGRO

• Live Cattle (CME) currently at US$ 115.30 cents per pound, down 0.3% on the day (YTD: +2.1%)
• Lean Hogs (CME) currently at US$ 108.73 cents per pound, down -0.3% on the day (YTD: +58.2%)
• Rough Rice (CBOT) currently at US$ 13.61 cents per hundredweight, down -0.2% on the day (YTD: +7.5%)
• Soybeans Composite (CBOT) currently at US$ 1,586.25 cents per bushel, down -0.5% on the day (YTD: +21.9%)
• Corn (CBOT) currently at US$ 643.75 cents per bushel, down -4.7% on the day (YTD: +41.5%)
• Wheat Composite (CBOT) currently at US$ 707.25 cents per bushel, up 0.1% on the day (YTD: +13.5%)
• Sugar No.11 (ICE US) currently at US$ 16.96 cents per pound, down -0.9% on the day (YTD: +9.5%)
• Cotton No.2 (ICE US) currently at US$ 82.52 cents per pound, down -3.0% on the day (YTD: +5.5%)
• Cocoa (ICE US) currently at US$ 2,485 per tonne, up 0.5% on the day (YTD: -5.0%)
• Coffee Arabica (Colombia Excelso) currently at EUR 3,523 per tonne, down -0.6% on the day (YTD: +11.3%)
• Random Length Lumber (CME) currently at US$ 1,390.00 per 1,000 board feet, down -3.9% on the day (YTD: +79.4%)
• TSR 20 Rubber (Shanghai) currently at CNY 11,080 per tonne, unchanged (YTD: +10.9%)
• Soybean Oil Composite (CBOT) currently at US$ 67.58 cents per pound, up 0.5% on the day (YTD: +57.9%)
• Crude Palm Oil (Bursa Malaysia) currently at MYR 4,760 per tonne, up 0.3% on the day (YTD: +23.4%)

SHIPPING

• Baltic Dry Index (Baltic Exchange) currently at 2,939, down -4.5% on the day (YTD: +115.2%)
• Freightos China To North America West Coast Container Index currently at 5,650, unchanged (YTD: +34.5%)
• Freightos North America West Coast To China Container Index currently at 798, unchanged (YTD: +54.1%)
• Freightos North America East Coast To Europe Container Index currently at 478, unchanged (YTD: +31.7%)
• Freightos Europe To North America East Coast Container Index currently at 4,299, unchanged (YTD: +130.0%)
• Freightos China To North Europe Container Index currently at 8,345, unchanged (YTD: +47.4%)
• Freightos North Europe To China Container Index currently at 1,753, unchanged (YTD: +27.5%)
• Freightos Europe To South America West Coast Container Index currently at 3,054, unchanged (YTD: +80.5%)

CARBON EMISSION ALLOWANCES (CO2)

• EUA futures front month (European Energy Exchange) currently at EUR 56.65 per tonne, up 4.0% on the day (YTD: +73.1%)