Nat Gas

Natural Gas

Week of May 12, 2026

BEARISH

Smart money is net short and reducing.

2Y percentile: 5thExtremely low (historically rare)

Weekly change: -12,576 contracts

Weekly Changes

Producer/Merchant
+1.7K
Managed Money
-12.6K
Swap Dealer
+4.4K
Other Reportable
+2.9K

Positioning Percentile (2Y)

Producer/Merchant
52ndNormal range
050100
Managed Money
5thExtremely low (historically rare)
050100
Swap Dealer
97thExtremely high (historically rare)
050100
Other Reportable
76thWell above average
050100
Full Stats Table
Trader TypeNet PositionWeekly Change2Y Percentile5Y Percentile
Producer/Merchant-26.3K+1.7K52nd81st
Managed Money-120.1K-12.6K5th4th
Swap Dealer+185.6K+4.4K97th70th
Other Reportable-56.2K+2.9K76th79th

About Nat Gas Positioning

The most volatile major commodity. Natural gas positioning is driven by weather, storage levels, and LNG export demand. Managed money positioning swings wildly and extreme shorts have preceded some of the largest percentage moves in any commodity market. Producer hedging patterns reveal seasonal supply expectations.