Kilambi News
Wednesday, October 28, 2026

NEW JERSEY RECs CLASS 2 V2026 COT Report, Disaggregated

Wednesday, October 28, 2026

Managed Money net +690 contracts in NEW JERSEY RECs CLASS 2 V2026, positions as of Tue 28 Jul 2026.

Data as of Positions as of Tue 28 Jul 2026; published Fri 31 Jul 2026

Positions as of Tue 28 Jul 2026 - published Fri 31 Jul 2026 (CFTC, Friday release)

Report familyDisaggregated
BasisFutures only
MarketNEW JERSEY RECs CLASS 2 V2026 - NODAL EXCHANGE
CFTC contract code006NLD
Contract unit100 Mwh Representing 100 Nj Class 2 Recs
Open interest, contracts9,960
Change in open interest, contracts+0

Latest report, futures only

CategoryLongShortSpreadingNetLong % of OIShort % of OINet % of OI
Producer/Merchant/Processor/User5,670392-+5,27856.93.953.0
Swap Dealers5059,5680-9,0635.196.1-91.0
Managed Money69000+6906.90.06.9
Other Reportables3,08000+3,08030.90.030.9
Total reportable9,9459,960--1599.8100.0-0.2
Nonreportable150-+150.20.00.2

Managed Money: position against its own history

Weekly net, last 77 reports

Managed Money net, contracts+690
Week change+0
4-week change+0
13-week change+0
Net as % of open interest6.9%
Percentile, 1 year (52 weeks)100
Percentile, 3 years (156 weeks)-
Z-score, 52 weeks0.46
COT Index, 3 years-
52-week high of net+690
52-week low of net+610

Traders and concentration

CategoryTraders longTraders short
Producer/Merchant/Processor/User10-
Managed Money-0
Other Reportables40
Total reportable164
Largest 4 traders, gross long51.7%
Largest 4 traders, gross short100.0%
Largest 8 traders, gross long84.3%
Largest 8 traders, gross short100.0%
Largest 4 traders, net long51.7%
Largest 4 traders, net short100.0%
Largest 8 traders, net long84.3%
Largest 8 traders, net short100.0%

Concentration is the share of open interest held by the largest traders, as published in the report.

Latest report, futures and options combined

CategoryLongShortSpreadingNetLong % of OIShort % of OINet % of OI
Producer/Merchant/Processor/User5,670392-+5,27856.93.953.0
Swap Dealers5059,5680-9,0635.196.1-91.0
Managed Money69000+6906.90.06.9
Other Reportables3,08000+3,08030.90.030.9
Total reportable9,9459,960--1599.8100.0-0.2
Nonreportable150-+150.20.00.2

The combined basis adds options converted to futures equivalents at exchange delta factors. The two bases are never mixed in one series; the history on this page is futures only.

Open interest by maturity split

All contract months, contracts9,960
Old crop / nearest months, contracts9,960
Other months, contracts0

Recent reports, net by category

Report dateOpen interestProducer/Merchant/Processor/UserSwap DealersManaged MoneyOther ReportablesTotal reportableNonreportable
Tue 28 Jul 20269,960+5,278-9,063+690+3,080-15+15
Tue 21 Jul 20269,960+5,278-9,063+690+3,080-15+15
Tue 14 Jul 20269,960+5,278-9,063+690+3,080-15+15
Tue 7 Jul 20269,960+5,368-9,153+690+3,080-15+15
Tue 30 Jun 20269,960+5,368-9,153+690+3,080-15+15
Tue 23 Jun 20269,960+5,368-9,153+690+3,080-15+15
Tue 16 Jun 20269,960+5,368-9,153+690+3,080-15+15
Tue 9 Jun 20269,960+5,368-9,153+690+3,080-15+15
Tue 2 Jun 20269,960+5,490-9,275+690+3,080-15+15
Tue 26 May 20269,960+5,490-9,275+690+3,080-15+15

Spreading is calendar-spread positions. It prints as its own column and is not part of net. Percentile is the share of weeks in the window with a net at or below the current net. The COT Index places the current net within its 3-year range, 0 at the low and 100 at the high. Gauges print only when the window holds enough history. History is the series as currently published by the CFTC, including its corrections; first-release vintages are not kept. An extreme reading is a condition of crowding, not a buy or sell signal: speculative categories are trend followers and are usually largest near price extremes.

Source: CFTC Commitments of Traders, Disaggregated report, futures only unless stated. Positions as of Tue 28 Jul 2026, published Fri 31 Jul 2026.