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Re: DR_rugby post# 26902

Wednesday, 02/25/2026 3:03:14 AM

Wednesday, February 25, 2026 3:03:14 AM

Post# of 26927
The pressure is building



https://www.cmegroup.com/solutions/clearing/operations-and-deliveries/nymex-delivery-notices.html

The report is a day after but an indication of the future for the vault holdings and delivery requests for contracts

From the CFTC nearly 200,000 contracts
Times 5,000 equals nearly 1b Oz of commitment for the commodity

https://www.cftc.gov/dea/options/other_lof.htm

From the cot those who are short are still 3-1 on contract commitments and it’s going up against their peers control structure

Now those who are requiring demand for delivery are pulling the plug from the market dam of price discovery

Next on deck Lucas numbers will be shown soon 🔜

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