Kilambi News
Thursday, October 29, 2026

Lithium positioning

Thursday, October 29, 2026

Managed Money net +1,596 contracts at CFTC (United States), positions as of 20 Oct 2026.

Data as of Position dates per venue, printed on the page

CFTC (United States)Disaggregated, LITHIUM HYDROXIDEManaged Money20 Oct 2026

Position by venue

One row per venue and report. Each row carries its own source's speculative category, named in the row, and its own unit. Rows are never summed and never converted into a common unit.

VenueReportCategoryNetChange, intervalNet % of OIPercentile, full spanUnitPosition date
CFTC (United States)Disaggregated, LITHIUM HYDROXIDEManaged Money+1,596+5137.041contracts2026-10-20

CFTC Disaggregated, LITHIUM HYDROXIDE: managed money net as % of open interest

+6%+13%+20%0max +28%min -1%Aug 2023Oct 2026

Net as % of open interest, the measure comparable across the venue's own history. Category breaks and missing reports print as gaps.

History by venue

The full held history for each venue, in the venue's own unit. Series longer than 280 reports print as yearly extremes over the full span plus the most recent 104 reports; shorter series print in full. Every table sorts and filters.

CFTC Disaggregated, LITHIUM HYDROXIDE: full held history, Disaggregated categories, contracts

All 167 held reports

Order: Date, oldest first

2023-08-154,095+455+1,106+906-2,198+269-26922.1
2023-08-224,387+470+1,232+1,022-2,325+399-39923.3
2023-08-294,968+560+1,367+1,016-2,591+352-35220.5
2023-09-055,288+592+1,527+1,031-2,844+306-30619.5
2023-09-126,069+700+1,705+1,006-2,871+540-54016.6
2023-09-196,535+900+1,795+1,065-3,155+605-60516.3
2023-09-267,027+955+2,026+995-3,232+744-74414.2
2023-10-037,319+1,066+2,100+1,107-3,453+820-82015.1
2023-10-107,528+1,086+2,130+1,066-3,387+895-89514.2
2023-10-177,883+1,101+2,252+1,143-3,659+837-83714.5
2023-10-249,136+985+2,686+1,489-4,284+876-87616.3
2023-10-319,923+1,055+2,966+1,704-4,874+851-85117.2
2023-11-0710,357+1,154+3,164+1,864-5,290+892-89218.0
2023-11-1411,030+1,244+3,309+2,117-5,785+885-88519.2
2023-11-2111,429+1,191+3,359+2,226-5,941+835-83519.5
2023-11-2812,351+1,196+3,809+2,701-6,640+1,066-1,06621.9
2023-12-0512,633+1,065+3,848+3,059-7,068+904-90424.2
2023-12-1213,493+985+4,029+3,398-7,807+605-60525.2
2023-12-1913,898+768+3,971+3,824-8,032+531-53127.5
2023-12-2614,323+897+4,061+3,905-8,357+506-50627.3
2024-01-0214,558+858+4,151+3,929-8,430+508-50827.0
2024-01-0915,467+759+4,689+4,063-9,011+500-50026.3
2024-01-1617,049+417+5,340+4,475-9,600+632-63226.2
2024-01-2318,079+187+5,802+4,264-9,613+640-64023.6
2024-01-3019,569+182+6,808+3,738-10,126+602-60219.1
2024-02-0619,882-19+7,143+3,617-10,224+517-51718.2
2024-02-1320,388-34+7,656+3,443-10,441+624-62416.9
2024-02-2021,301-132+8,473+3,293-10,866+768-76815.5
2024-02-2722,234-44+9,126+2,748-11,196+634-63412.4
2024-03-0521,529-107+9,039+2,643-11,144+431-43112.3
2024-03-1222,268+150+9,494+2,619-11,750+513-51311.8
2024-03-1923,058+266+10,222+2,437-12,492+433-43310.6
2024-03-2623,672+402+10,420+2,352-12,985+189-1899.9
2024-04-0222,121+437+9,930+2,048-12,205+210-2109.3
2024-04-0922,376+623+9,960+2,177-12,376+384-3849.7
2024-04-1622,790+721+10,097+2,420-12,711+527-52710.6
2024-04-2322,850+714+10,139+2,490-12,816+527-52710.9
2024-04-3022,994+1,029+10,175+2,234-13,092+346-3469.7
2024-05-0720,568+1,036+9,282+1,971-11,977+312-3129.6
2024-05-1420,735+517+9,587+1,929-11,682+351-3519.3
2024-05-2121,356+388+10,012+1,880-11,927+353-3538.8
2024-05-2822,769+86+11,000+2,063-12,640+509-5099.1
2024-06-0420,735+115+10,521+1,796-12,049+383-3838.7
2024-06-1121,521-908+11,432+1,457-11,584+397-3976.8
2024-06-1821,903-1,506+11,782+1,348-11,313+311-3116.2
2024-06-2523,595-1,672+12,881+1,303-12,229+283-2835.5
2024-07-0222,938-1,736+13,373+1,065-12,421+281-2814.6
2024-07-0923,396-2,140+13,941+695-12,384+112-1123.0
2024-07-1624,925-2,234+15,290+597-13,513+140-1402.4
2024-07-2325,381-2,299+15,650+753-13,913+191-1913.0
2024-07-3026,627-2,830+16,500+948-14,397+221-2213.6
2024-08-0623,878-2,786+15,400+964-13,478+100-1004.0
2024-08-1325,497-3,064+16,798+759-14,381+112-1123.0
2024-08-2027,618-3,360+18,519+972-15,980+151-1513.5
2024-08-2729,680-4,160+20,054+1,297-16,900+291-2914.4
2024-09-0331,243-4,730+20,944+1,735-17,745+204-2045.6
2024-09-1030,807-5,266+21,450+1,950-17,873+261-2616.3
2024-09-1731,223-6,196+21,735+1,659-17,102+96-965.3
2024-09-2432,135-6,709+22,400+1,329-16,906+114-1144.1
2024-10-0132,795-6,892+22,745+1,072-16,757+168-1683.3
2024-10-0829,689-6,452+20,945+977-15,263+207-2073.3
2024-10-1530,343-6,959+21,538+493-14,768+304-3041.6
2024-10-2231,068-7,259+22,535+120-14,650+746-7460.4
2024-10-2931,625-7,584+22,830+270-14,799+717-7170.9
2024-11-0529,917-7,630+21,654+50-13,457+617-6170.2
2024-11-1231,869-8,177+22,725+175-14,146+577-5770.5
2024-11-1932,697-8,445+23,117+214-14,156+730-7300.7
2024-11-2633,116-8,700+23,549+172-14,236+785-7850.5
2024-12-0329,828-7,873+21,898-86-13,098+841-841-0.3
2024-12-1030,333-7,918+22,138-290-13,089+841-841-1.0
2024-12-1731,962-8,025+23,405-5-14,474+901-901-0.0
2024-12-2432,300-8,205+23,519+140-14,589+865-8650.4
2024-12-3132,310-8,220+23,522+140-14,577+865-8650.4
2025-01-0729,719-7,920+21,894+495-13,811+658-6581.7
2025-01-1430,726-8,055+22,070+849-14,225+639-6392.8
2025-01-2131,405-8,280+22,340+955-14,387+628-6283.0
2025-01-2831,950-8,490+22,477+595-13,952+630-6301.9
2025-02-0428,586-7,827+20,120+905-12,649+549-5493.2
2025-02-1132,117-8,501+21,821+1,946-14,592+674-6746.1
2025-02-1833,849-8,731+22,922+1,948-15,453+686-6865.8
2025-02-2535,260-9,488+23,750+2,065-15,541+786-7865.9
2025-03-0433,202-9,224+22,945+2,304-15,454+571-5716.9
2025-03-1134,254-8,670+23,347+2,923-16,753+847-8478.5
2025-03-1835,664-9,201+23,130+4,361-17,471+819-81912.2
2025-03-2536,297-9,306+23,187+4,430-17,603+708-70812.2
2025-04-0137,177-9,360+23,739+4,574-18,254+699-69912.3
2025-04-0834,003-9,556+21,296+5,239-16,243+736-73615.4
2025-04-1534,402-9,815+21,705+5,257-16,410+737-73715.3
2025-04-2235,020-10,325+22,358+5,257-16,754+536-53615.0
2025-04-2936,552-10,955+23,381+5,392-17,077+741-74114.8
2025-05-0634,011-10,221+21,774+5,418-16,120+851-85115.9
2025-05-1335,719-11,035+23,241+5,400-16,692+914-91415.1
2025-05-2037,454-11,711+24,255+5,595-17,312+827-82714.9
2025-05-2738,559-12,311+24,825+5,685-17,419+780-78014.7
2025-06-0336,921-11,859+23,944+5,779-17,150+714-71415.7
2025-06-1037,622-12,243+24,373+5,875-17,429+576-57615.6
2025-06-1738,846-12,537+25,094+5,845-17,882+520-52015.0
2025-06-2439,421-12,492+25,424+5,845-18,256+521-52114.8
2025-07-0139,428-12,602+25,464+5,785-18,054+593-59314.7
2025-07-0837,360-11,999+24,290+5,734-17,486+539-53915.3
2025-07-1538,498-11,768+24,783+5,877-18,081+811-81115.3
2025-07-2238,366-11,823+24,710+5,825-18,043+669-66915.2
2025-07-2938,167-12,970+24,811+5,340-16,795+386-38614.0
2025-08-0534,864-11,695+22,677+4,485-14,988+479-47912.9
2025-08-1235,013-11,974+22,791+3,770-14,211+376-37610.8
2025-08-1935,010-12,324+22,794+3,695-14,038+127-12710.6
2025-08-2635,017-12,339+22,824+3,635-13,986+134-13410.4
2025-09-0235,576-12,094+22,941+3,951-14,349+449-44911.1
2025-09-0932,925-9,861+21,305+3,731-14,702+473-47311.3
2025-09-1633,001-10,011+21,374+3,731-14,548+546-54611.3
2025-09-2333,398-10,224+21,574+3,818-14,555+613-61311.4
2025-09-3033,647-10,379+21,619+3,275-14,520-5+59.7
2025-10-0729,976-8,524+19,567+3,137-13,627+553-55310.5
2025-10-1430,100-8,459+19,535+3,184-13,757+503-50310.6
2025-10-2130,582-8,615+19,767+3,274-14,049+377-37710.7
2025-10-2830,244-8,680+19,762+2,834-13,617+299-2999.4
2025-11-0427,541-8,108+17,978+2,954-12,575+249-24910.7
2025-11-1028,168-8,283+18,263+3,023-12,694+309-30910.7
2025-11-1828,146-8,358+18,446+2,703-12,518+273-2739.6
2025-11-2528,049-8,338+18,566+2,794-12,693+329-32910.0
2025-12-0227,877-7,898+16,710+2,478-11,173+117-1178.9
2025-12-0924,798-7,874+16,629+2,553-11,193+115-11510.3
2025-12-1624,835-8,259+16,631+2,718-10,907+183-18310.9
2025-12-2324,635-8,476+16,377+2,644-10,228+317-31710.7
2025-12-3025,093-8,128+16,465+2,716-10,673+380-38010.8
2026-01-0622,760-6,933+13,064+2,426-8,268+289-28910.7
2026-01-1323,291-5,853+13,105+2,198-9,092+358-3589.4
2026-01-2023,881-4,772+12,928+1,997-9,846+307-3078.4
2026-01-2723,419-5,078+13,304+1,715-9,804+137-1377.3
2026-02-0322,994-3,852+11,994+1,625-9,583+184-1847.1
2026-02-1020,441-3,792+12,061+1,494-9,648+115-1157.3
2026-02-1720,364-3,597+12,260+1,251-9,844+70-706.1
2026-02-2420,588-3,248+12,275+1,396-10,281+142-1426.8
2026-03-0320,787-2,652+12,212+1,359-10,093+826-8266.5
2026-03-1018,663-2,625+10,621+1,052-9,010+38-385.6
2026-03-1718,563-2,622+10,547+818-8,887-144+1444.4
2026-03-2419,171-2,766+10,921+1,118-9,271+2-25.8
2026-03-3119,134-2,786+10,892+945-9,191-140+1404.9
2026-04-0716,731-2,004+9,737+768-8,615-114+1144.6
2026-04-1417,310-1,919+10,353+693-9,293-166+1664.0
2026-04-2117,128-1,644+10,123+833-9,527-215+2154.9
2026-04-2818,114-1,689+10,433+1,168-10,091-179+1796.4
2026-05-0516,258-1,616+9,523+1,376-9,509-226+2268.5
2026-05-1216,449-1,601+9,760+1,491-9,734-84+849.1
2026-05-1916,611-1,836+9,982+1,356-9,636-134+1348.2
2026-05-2616,533-1,802+9,988+1,131-9,494-177+1776.8
2026-06-0216,976-1,587+10,012+756-8,933+248-2484.5
2026-06-0915,560-2,368+9,547+1,161-8,519-179+1797.5
2026-06-1615,675-2,868+9,663+1,364-8,446-287+2878.7
2026-06-2316,183-3,506+9,804+1,711-8,165-156+15610.6
2026-06-3016,389-3,796+9,984+1,798-7,982+4-411.0
2026-07-0714,298-3,500+8,952+1,727-7,204-25+2512.1
2026-07-1415,221-3,725+9,383+1,748-7,354+52-5211.5
2026-07-2116,200-3,766+9,818+1,307-7,209+150-1508.1
2026-07-2818,722-3,820+10,097+1,784-7,893+168-1689.5
2026-08-0419,459-2,870+10,619+1,649-8,411+987-9878.5
2026-08-1117,777-2,638+9,079+1,481-7,831+91-918.3
2026-08-1818,160-2,816+9,031+1,631-7,695+151-1519.0
2026-08-2518,333-2,906+9,059+1,970-7,912+211-21110.7
2026-09-0118,774-2,960+9,107+2,180-8,131+196-19611.6
2026-09-0817,378-2,637+7,920+1,865-6,958+190-19010.7
2026-09-1517,698-2,387+8,025+1,445-6,855+228-2288.2
2026-09-2219,187-2,522+8,769+1,413-7,530+130-1307.4
2026-09-2920,993-2,357+8,748+1,682-7,949+124-1248.0
2026-10-0619,440-2,092+7,802+1,007-6,569+148-1485.2
2026-10-1320,930-2,442+8,387+1,083-6,836+192-1925.2
2026-10-2022,960-2,511+9,155+1,596-7,985+255-2557.0

Extremes, by venue

Venue and marketSpeculative netPercentile, full spanPercentile 1YBandPercentile 3YZ-score 52WHighest net, full spanDate of highLowest net, full spanDate of lowHeld spanChange, 4 intervalsChange, 13 intervals
CFTC, LITHIUM HYDROXIDE+1,596415037-0.15 (52 obs)+5,8772025-07-15-2902024-12-102023-08-15 to 2026-10-20 (167 obs)+183+289

Percentiles and extremes are computed over the full held span printed in the Held span column, per the 2026-10-28 redesign. The 1Y and 3Y windows and the 52-week z-score print alongside for continuity. Windows are weekly reports for the CFTC, ICE, ESMA and LME rows; the LME windows count held reports only, because that series is sampled.

Bank block, CMX LITHIUM CARBONATE CIF

Report month2026-06
US bank net, contracts+70
US bank net, month change+40
Non-US bank net, contracts+2,459
Non-US bank net, month change+195
All-bank net, contracts+2,529
Agreement stateAgree long
Agreement states, last 12 monthsAgree long: 3
US banks reportingsuppressed
Non-US banks reportingsuppressed

Full held history, CMX LITHIUM CARBONATE CIF, monthly

Order: Month, oldest first

2025-10+30+2,713+2,743Agree longsuppressedsuppressed
2025-11+30+2,264+2,294Agree longsuppressedsuppressed
2026-06+70+2,459+2,529Agree longsuppressedsuppressed

Bank block, CMX LITHIUM HYDROXIDE

Report month2026-10
US bank net, contracts+322
US bank net, month change+278
Non-US bank net, contracts+4,725
Non-US bank net, month change-831
All-bank net, contracts+5,047
Agreement stateAgree long
Agreement states, last 12 monthsAgree long: 10, US short, non-US long: 1
US banks reportingsuppressed
Non-US banks reportingsuppressed

Full held history, CMX LITHIUM HYDROXIDE, monthly

Order: Month, oldest first

2024-03+2,399+3,630+6,029Agree longsuppressedsuppressed
2024-04+2,293+4,019+6,312Agree longsuppressedsuppressed
2024-05+1,907+3,800+5,707Agree longsuppressedsuppressed
2024-10+993+13,709+14,702Agree longsuppressedsuppressed
2024-11+999+12,713+13,712Agree longsuppressedsuppressed
2024-12+967+12,126+13,093Agree longsuppressedsuppressed
2025-01+1,072+11,463+12,535Agree longsuppressedsuppressed
2025-02+1,125+10,124+11,249Agree longsuppressedsuppressed
2025-03+1,344+11,002+12,346Agree longsuppressedsuppressed
2025-04+1,542+12,165+13,707Agree longsuppressedsuppressed
2025-05+1,270+10,905+12,175Agree longsuppressedsuppressed
2025-06+1,037+12,494+13,531Agree longsuppressedsuppressed
2025-07+1,037+13,287+14,324Agree longsuppressedsuppressed
2025-08+544+12,148+12,692Agree longsuppressedsuppressed
2025-09+539+12,802+13,341Agree longsuppressedsuppressed
2025-10+208+11,434+11,642Agree longsuppressedsuppressed
2025-11+177+10,564+10,741Agree longsuppressedsuppressed
2025-12+170+9,694+9,864Agree longsuppressedsuppressed
2026-01+224+8,035+8,259Agree longsuppressedsuppressed
2026-02+179+6,575+6,754Agree longsuppressedsuppressed
2026-03+209+6,794+7,003Agree longsuppressedsuppressed
2026-04+98+5,032+5,130Agree longsuppressedsuppressed
2026-05+132+4,924+5,056Agree longsuppressedsuppressed
2026-06-+5,050+5,050suppressedsuppressed
2026-07+76+4,608+4,684Agree longsuppressedsuppressed
2026-08-67+6,342+6,275US short, non-US longsuppressedsuppressed
2026-09+44+5,556+5,600Agree longsuppressedsuppressed
2026-10+322+4,725+5,047Agree longsuppressedsuppressed

Bank positions are facilitation and hedge books reported on Form 40, not proprietary views. A bank count under four is suppressed by the CFTC and prints as suppressed, never zero.

China member rankings

GFEX (Guangzhou) member rankings, Lithium carbonate (LC)

Not yet held: the GFEX harvest is in progress and no tidy dataset has landed. This block fills automatically when the dataset is built.

Open interest only

SourceOpen interest, contractsLatest date
SGX, SGX FM Lithium Hydroxide CIF CJK (Battery Grade) Futures (futures)1652026-10-27

These sources publish open interest with no holder split. They are printed as levels, never as positioning.

SGX, SGX FM Lithium Hydroxide CIF CJK (Battery Grade) Futures (futures): held history

All 1 held reports

Order: Date, oldest first

2026-10-27165

In this section

Commodities, Metals
Commodities by sector
Positioning

Coverage and method

The CFTC leg is lithium hydroxide and the bank leg is the CME lithium carbonate line from March 2024; they are related chemicals, not one contract. The Guangzhou lithium carbonate member leg joins when the GFEX dataset lands. SGX is open interest only, forward from October 2026.

Sector: Metals, Battery and new-energy metals. Units print per row and are never converted. Category definitions are each source's own. Pages render the current corrected vintage of each source; first-release vintages are not kept. An extreme reading is a condition of crowding, not a buy or sell signal.