03 · Signals · Short term · EUA Price

COT Positioning

01 · Why

See where flow is building before the crowded trade unwinds.

Model output for desks. Not investment advice.

01 · Edge

Why this gives you an edge

Overview

COT Positioning

How speculative and commercial positioning leans. Where crowding or extremes build. Flow context under the price that most desks read after the move has already happened.

02 · Publishes

What you get

01 · Output

COT positioning read

02 · Output

Speculative vs commercial split

03 · Output

Positioning extremes

03 · Desk

How desks use this edge

01 · Use

Adds a positioning lens to the trade

02 · Use

Flags crowded or stretched flow

03 · Use

Complements regime and sentiment

More · Short term

Keep walking the layer

Trial

Want the live desk?

01 · Data

Carbon Demand (Total, Power, Industry, Transport), REMIT outages, Power Forecast, and hedging, before the monthly note.