COT Reports / Agricultural Commodities

Agricultural Commodities
The COT Report for Agricultural Commodities shows the positioning of major market participants (banks, funds, producers). Extreme positioning can indicate potential market trend reversals.

Understand how big banks, hedge funds, and commercials are positioning themselves in Agricultural Commodities. Analyze institutional money flows to identify historical extremes and gain a deeper understanding of underlying market dynamics.

How to Read Agriculture Data

The Role of Seasonality: Agricultural markets are heavily largely driven by seasonal cycles like planting seasons, harvest times, and weather patterns. The positioning of "Commercials" (farmers and large wholesalers) often directly reflects these predictable cycles, making non-commercial deviations more interesting.

Trend Exhaustion: When "Non-Commercials" (speculators) build up massive, extreme net-long positions—often driven by news of crop failures or droughts—it typically signals the final phase of a trend. A sudden shift in sentiment from these levels can lead to violent price drops.

Class III Milk (DL)

DL

Tracks Class III Milk futures, representing milk used primarily for industrial cheese processing.

Cocoa (CC)

CC

Tracks Cocoa futures, the key raw material for chocolate production, heavily influenced by West African weather.

Coffee (KC)

KC

Tracks Arabica Coffee futures, a globally traded agricultural staple highly sensitive to weather in Brazil.

Corn (ZC)

ZC

Tracks Corn futures, one of the most widely grown crops used for livestock feed, ethanol, and human consumption.

Cotton #2 (CT)

CT

Tracks Cotton futures, the world's most important natural fiber for the textile and apparel industry.

Feeder Cattle (GF)

GF

Tracks Feeder Cattle futures, representing young cattle sent to feedlots to be fattened for slaughter.

KCBT Wheat (KE)

KE

Tracks Hard Red Winter (KCBT) Wheat futures, a high-protein wheat primarily used for bread baking.

Lean Hogs (HE)

HE

Tracks Lean Hogs futures, representing market-weight pigs destined for pork production.

Live Cattle (LE)

LE

Tracks Live Cattle futures, representing cattle that have reached slaughter weight for beef production.

Oats (ZO)

ZO

Tracks Oats futures, predominantly used for horse and livestock feed as well as human cereal consumption.

Rough Rice (ZR)

ZR

Tracks Rough Rice futures, a staple food crop essential for global food security.

Soybean Meal (ZM)

ZM

Tracks Soybean Meal futures, a high-protein feed used extensively in the global poultry and livestock industries.

Soybean Oil (ZL)

ZL

Tracks Soybean Oil futures, widely used for cooking, food processing, and biodiesel production.

Soybeans (ZS)

ZS

Tracks Soybean futures, a vital oilseed crop crushed into meal for animal feed and oil for consumption and biofuels.

Spring Wheat (MW)

MW

Tracks Hard Red Spring Wheat futures, known for its high protein content and used for specialty breads and pizza dough.

Sugar #11 (SB)

SB

Tracks Sugar #11 futures, the global benchmark for raw cane sugar used as a sweetener and for ethanol production.

Wheat (ZW)

ZW

Tracks Soft Red Winter (Chicago) Wheat futures, the global benchmark used for cookies, crackers, and animal feed.

Latest Agriculture News

Coffee (KC) Jun 20, 2026 Neutral

ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Black Rock Coffee Bar, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BRCB

NEW YORK, June 20, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of Black Rock Coffee Bar, Inc. (NASDAQ: ...

Coffee (KC) Jun 20, 2026 Neutral

BRCB Investors Have Opportunity to Lead Black Rock Coffee Bar, Inc. Securities Lawsuit

NEW YORK, June 19, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of Black Rock Coffee Bar, Inc. (NASDAQ: BRCB...

Coffee (KC) Jun 19, 2026 Neutral

Rosen Law Firm Urges Black Rock Coffee Bar, Inc. (NASDAQ: BRCB) Stockholders with Large Losses to Contact the Firm for Information About Their Rights

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces a class action on behalf of purchasers of Black Rock Coffee Bar, Inc. (NASDAQ: BRCB): (i) Class A common stoc...

Coffee (KC) Jun 19, 2026 Neutral

Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Black Rock Coffee Bar, Inc. and Encourages Investors to Contact the Firm

Bragar Eagel & Squire, P.C.  Litigation Partner  Brandon Walker  Encourages Investors Who Suffered Losses In Black Rock (BRCB) To Contact Him Directly To Discuss Their Options

Coffee (KC) Jun 19, 2026 Neutral

Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Black Rock Coffee Bar, Inc. (BRCB)

NEW YORK, June 19, 2026 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Southern District o...

Coffee (KC) Jun 19, 2026 Positive

Black Rock Coffee Bar: Give This Company The Benefit Of The Doubt As It Expands Footprint

Black Rock Coffee Bar has suffered a two-thirds drop since its September IPO, now trading near $8, reflecting market bias against small caps. I reiterate a buy rating, emphasizing that recent sales...

Coffee (KC) Jun 18, 2026 Neutral

Investor Notice: Robbins LLP Informs Investors of the Black Rock Coffee Bar, Inc. Class Action Lawsuit

SAN DIEGO--(BUSINESS WIRE)---- $BRCB #Coffee--Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Black Rock Coffee Bar, In...

Coffee (KC) Jun 18, 2026 Positive

Coffee Prices Are Heating Up. Is It a Rally or a Trap?

Heavy rain in Brazil, the world's largest coffee producer, has disrupted the harvest and raised concerns about bean quality.

Coffee (KC) Jun 17, 2026 Neutral

SJM Stock Outlook Hinges on Uncrustables and Coffee Margins

SJM's outlook rests on Uncrustables and Cafe Bustelo growth, coffee margin recovery and cash flow, while fiscal 2027 sales pressure tempers the setup.

Coffee (KC) Jun 17, 2026 Neutral

Talamore announces initial high grade-drill results from Supremo Extension in its 40,000-metre 2026 drill program at Coffee Gold

Extension drilling extended mineralization beyond the current pit-limits at depth Infill drilling, including hole 26-SPX-RC003 (1.94 g/t Au over 16.3 m), is targeting resource upgrade and conversio...

Live Cattle (LE) Jun 16, 2026 Positive

Inflation Fears Are Back For Consumers—But These 3 Apparel Stocks Just Saw Their Value Scores Improve

Inflation fears are back for consumers, but three apparel and footwear stocks are flashing a different signal on Wall Street: improving value rankings.

Live Cattle (LE) Jun 15, 2026 Neutral

Lands' End, Inc. (LE) Q4 2025 Earnings Call Transcript

Lands' End, Inc. (LE) Q4 2025 Earnings Call Transcript

Coffee (KC) Jun 12, 2026 Neutral

Coffee Holding Company Reports Second Quarter Results.

STATEN ISLAND, New York, June 12, 2026 (GLOBE NEWSWIRE) -- Coffee Holding Co., Inc. (Nasdaq: JVA) (the “Company,” “our” or “we”) announced its operating results for the fiscal quarter ended April 3...

Coffee (KC) Jun 12, 2026 Positive

Should Value Investors Buy Luckin Coffee (LKNCY) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the lat...

Coffee (KC) Jun 12, 2026 Positive

Black Rock Coffee Bar: Management Says 1,000 Locations By 2035, And I Believe Them

Black Rock Coffee Bar is evolving from a small Oregon coffee stand to a scrutinized public company. BRCB's transformation invites heightened analysis and expectations from Wall Street as it scales ...

Coffee (KC) Jun 12, 2026 Neutral

TGE Completes Interior Fit-Out of the World's Second L'OFFICIEL COFFEE in Macau

PARIS and NEW YORK and LONDON, June 12, 2026 /PRNewswire/ -- AMTD Group Inc. ("AMTD Group"), AMTD IDEA Group ("AMTD IDEA") (NYSE: AMTD; SGX: HKB), AMTD Digital Inc. (NYSE: HKD) and The Generation E...

KCBT Wheat (KE) Jun 12, 2026 Neutral

KE Holdings Inc. Announces Results of Annual General Meeting

BEIJING, June 12, 2026 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and servic...

Sugar #11 (SB) Jun 11, 2026 Neutral

Rogers Sugar Announces Ratification of Collective Agreement at Montréal Refinery

MONTRÉAL, June 11, 2026 (GLOBE NEWSWIRE) -- Rogers Sugar Inc. (the “Company” or “Rogers Sugar”) (TSX: RSI) today announced that “Le Syndicat des Travailleuses et Travailleurs de Sucre Lantic – CSN”...

Coffee (KC) Jun 11, 2026 Neutral

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Black Rock Coffee Bar, Inc. - BRCB

NEW YORK, June 11, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Black Rock Coffee Bar, Inc. ("Black Rock" or the "Company") (NASDAQ: BRCB).  Such investors a...

Coffee (KC) Jun 11, 2026 Neutral

Coffee Dose Scales from 88 Square Feet to an Eight-Figure Brand Supported by Square

DISTRIBUTED-WORKFORCE/OAKLAND, Calif.--(BUSINESS WIRE)--Square today announced that Coffee Dose, a specialty coffee brand and dining destination founded in 2018 by Jeni and Oscar Castro, is further...

Soybean Meal (ZM) Jun 10, 2026 Positive

Is Trending Stock Zoom Communications, Inc. (ZM) a Buy Now?

Recently, Zacks.com users have been paying close attention to Zoom (ZM). This makes it worthwhile to examine what the stock has in store.

Live Cattle (LE) Jun 10, 2026 Positive

Lands' End: Q1 Reveals WHP Global Deal's Pros And Cons (Rating Upgrade)

Lands' End, Inc. reported very weak Q1 results due to transitory operational disruption. The hiccup isn't cause for worry but limits Q1 results' signaling value. Q1 disclosures gave much better ins...

Coffee (KC) Jun 10, 2026 Neutral

Sprouts Farmers Market Announces New Coffee Partnership with Tampa‑Based Buddy Brew Coffee

PHOENIX--(BUSINESS WIRE)--Sprouts Farmers Market announced a new partnership with Buddy Brew Coffee to open 10 cafes inside select Sprouts stores across south Florida.

Coffee (KC) Jun 10, 2026 Positive

SJM Q4 Earnings Call Flags Coffee Relief, Sales Pressure

SJM maps fiscal 2027 around coffee cost relief, Uncrustables growth and Hostess profit gains, even as it guides net sales down 3%-4%.