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

Corn (ZC) Oct 09, 2026 Neutral

Bigger US corn stocks fuel doubts about USDA livestock feeding data

The US Department of Agriculture on Friday is expected to lower its estimate of how much of last year's corn harvest was fed to ​livestock after it reported a bigger-than-anticipated jump in grain ...

Live Cattle (LE) Oct 09, 2026 Positive

Lands' End Bets on AI, Digital Overhaul to Win Younger Shoppers

Lands' End NASDAQ: LE CEO Charlie Cole outlined a strategy centered on artificial intelligence, personalization, digital modernization and customer acquisition, saying the apparel retailer's decade...

Coffee (KC) Oct 08, 2026 Negative

Coca-Cola looks to sell Costa Coffee, Semafor reports

Coca-Cola is seeking to unwind its $5 ​billion acquisition of British coffeehouse Costa ‌Coffee after a sales process failed earlier this year, Semafor reported on Thursday, citing ​people familiar...

Coffee (KC) Oct 08, 2026 Negative

Starbucks and Chipotle? Why investors are skeptical of a coffee-and-burrito megadeal

PepsiCo cut its outlook as consumers hunt for cheaper products, and Dan DeFrancesco asks a panel of investors whether it is a canary in the coal mine for earnings season. The panel debates a report...

Coffee (KC) Oct 07, 2026 Neutral

Coffee Holding Co., Inc. Announces Share Repurchase Program

STATEN ISLAND, New York, Oct. 07, 2026 (GLOBE NEWSWIRE) -- Coffee Holding Co., Inc. (NASDAQ: JVA) (the “Company”) today announced that the Company's Board of Directors has approved a share repurcha...

Sugar #11 (SB) Oct 07, 2026 Negative

Starbucks sued for allegedly mislabeling ‘sugar-free' protein drinks

The lawsuit alleges Starbucks' "Sugar-Free" protein drinks contain between 13 and 21 grams of sugar per venti serving.

Sugar #11 (SB) Oct 06, 2026 Negative

Starbucks sued for allegedly mislabeling 'sugar-free' protein drinks

A proposed class-action lawsuit alleges eight Starbucks "Sugar-Free" protein beverages contain 13 to 21 grams of sugar

Soybean Meal (ZM) Oct 06, 2026 Positive

GTM or ZM: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Internet - Software sector have probably already heard of ZoomInfo (GTM) and Zoom Communications (ZM). But which of these two stocks is more attractive to va...

Sugar #11 (SB) Oct 06, 2026 Negative

Starbucks Faces Suit Over “Sugar Free” Claims

Starbucks (NASDAQ: SBUX | SBUX Price Prediction) faces a lawsuit over how it describes some of its food. According to Reuters, the suit cites a federal regulation.

Sugar #11 (SB) Oct 06, 2026 Negative

Starbucks hit with a class-action lawsuit over its ‘sugar free' protein drinks

Starbucks is facing a consumer lawsuit over claims that the protein drinks labeled “sugar-free” on its cafe menus may actually contain more sugar than a Reese's peanut butter cup.The federal lawsui...

Sugar #11 (SB) Oct 05, 2026 Neutral

Hagens Berman: Starbucks Sued for Allegedly Mislabeling “Sugar-Free” Beverages, Violating Federal Regulations

SEATTLE--(BUSINESS WIRE)---- $SBUX #classaction--Starbucks is facing a lawsuit alleging it misleads consumers naming drinks “Sugar-Free,” containing “substantial" sugar, according to Hagens Berman.

Sugar #11 (SB) Oct 05, 2026 Negative

Starbucks Accused of Mislabeling ‘Sugar-Free' Protein Drinks in Lawsuit

The class action case filed by three consumers on behalf of a proposed class of Starbucks customers alleges that eight beverages whose names began with the words “sugar-free” in fact contained lact...

Cotton #2 (CT) Oct 05, 2026 Neutral

SMX Is Building a Verifiable Identity Layer for Fashion, From Cotton Fields to Luxury Resale

Company's work across cotton, denim, textiles and luxury goods connects material-level authentication with digital traceability throughout the fashion lifecycle NEW YORK CITY, NY / ACCESS Newswire ...

Coffee (KC) Oct 05, 2026 Positive

Starbucks recovery plan is working. Here's how Mike Khouw says to trade the coffee giant

Mike Khouw breaks down how he's trading Starbucks through options.

Sugar #11 (SB) Oct 05, 2026 Negative

Starbucks sued over 'sugar-free' claims for protein beverages

Starbucks has been sued by consumers who said the coffee chain falsely advertised eight protein beverages as "sugar-free" ​because they contain lactose, a naturally occurring sugar in milk.

Coffee (KC) Oct 05, 2026 Neutral

TGE's L'Officiel Coffee Successful Opening in Macao SAR; and L'Officiel's Singapore and Taiwan Expansion

PARIS, NEW YORK and LONDON, Oct. 5, 2026 /PRNewswire/ -- AMTD Group Inc. ("AMTD Group"), AMTD IDEA Group ("AMTD IDEA") (NYSE: AMTD; SGX: HKB), AMTD Digital Inc. ("AMTD Digital") (NYSE: HKD) and The...

Coffee (KC) Oct 02, 2026 Positive

Luckin Coffee: A 6x Earnings Stock With Almost 30% Growth

Luckin Coffee Inc. continues aggressive China-focused expansion, adding 2,700+ stores per quarter, now reaching over 36,000 locations. LKNCY's data-driven, efficient business model and focus on Chi...

Class III Milk (DL) Oct 02, 2026 Neutral

FLOWERS FOODS ISSUES RECALL OF NATURE'S OWN HAWAIIAN BREAD DUE TO UNDECLARED MILK

THOMASVILLE, Ga., Oct. 2, 2026 /PRNewswire/ -- Flowers Foods, Inc. (NYSE: FLO) is recalling Nature's Own® Hawaiian Bread, 20 oz.

Coffee (KC) Oct 02, 2026 Positive

Can Keurig Dr Pepper's Innovation Pipeline Reignite Coffee Growth?

KDP is betting on brewer and pod innovation, precision marketing and JDE Peet's integration to improve U.S. Coffee trends in the second half of 2026.

Soybean Meal (ZM) Oct 02, 2026 Positive

Should You Invest in Zoom (ZM) Based on Bullish Wall Street Views?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm empl...

Sugar #11 (SB) Oct 02, 2026 Positive

DuPont Expands Sugar Separation Expertise With New Digital Tool

DD launches a digital tool using chromatography data to help sugar and sweetener makers assess separation options and identify resins.

Coffee (KC) Oct 02, 2026 Neutral

StoneX Group Inc. Acquires Integra Trading S.A.S., Establishing a Colombian Coffee Origination and Processing Platform

NEW YORK, Oct. 02, 2026 (GLOBE NEWSWIRE) -- StoneX Group Inc. (NASDAQ: SNEX) today announced that it has signed a definitive agreement to acquire Integra Trading S.A.S. ("Integra"), a coffee trader...

Coffee (KC) Oct 02, 2026 Positive

Fast-Growing Dutch Bros Coffee, Known for Drive-Throughs, Wants to Cater to Walkers

The company opened its first walk-up-only location last year, and wants to replicate the concept elsewhere.

Sugar #11 (SB) Oct 02, 2026 Neutral

Global Food Prices Rise as Cereal and Sugar Costs Surge, UN Says

Transport disruptions and weather concerns have limited supplies and lifted prices for several crop-based commodities.