According to the 2026 Bloomberg Commodity Index (BCOM) target weighting table published by Bloomberg, the target weighting for Brent crude oil in 2026 will be adjusted from 8.03% in 2025 to 8.36%, while that for WTI crude oil will be adjusted from 6.97% to 6.64%. and natural gas will be adjusted from 7.78% to 7.2%. According to Deutsche Bank’s analysis, based on open interest, the commodities with the highest rebalancing demand are, in order, WTI crude oil, natural gas, and low-sulfur diesel. This implies that funds tracking the BCOM Index will significantly increase their allocations to these energy commodities. Specifically, WTI crude oil is expected to receive $2.4 billion in buying support, while Brent crude is projected to see $3.6 billion in capital inflows. It is important to note that although crude oil faces buying pressure, short-term capital inflows resulting from index rebalancing do not necessarily translate into long-term price momentum; changes in fundamental factors must still be closely monitored.