MetalsVisionPrecious Metals News Sentiment & Macro Analysis

by tas
GoldSilverPlatinumPalladiumLithiumCopperUraniumDiamondGeneralResources日本語

CopperTopics

2914 topics

CFTC COT Positioning (Weekly)

Money-manager long/short/net positions and open interest trend.

Backwardation / Contango Check

Open futures spread on TradingView

Expression: COMEX:HG1! - COMEX:HG2! (above 0 = backwardation, below 0 = contango)

Source: CFTC Commitments of Traders (Legacy Futures Only)

COMEX Registered / Eligible Inventory Trend

Daily COMEX warehouse inventory trend (Registered = deliverable, Eligible = non-deliverable inventory).

Unit: million short tons

▲ FND proxy marker (business day before month start).

Next FND Proxy: 2026-03-31

OI / Registered Multiple (All-Month OI)

Computed as Open Interest × contract size ÷ Registered inventory.

COMEX Delivery Notices (Monthly)

Delivery quantity = contracts × contract size (e.g., silver: 5,000 oz/contract).

Source: CME Group Delivery Reports (Warehouse Stocks)

7-Day Sentiment Score Trend

Search Trends

Data source: Google Trends

| By Importance |
Update almost triples contained metal at Selkirk Copper’s Minto mine
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-07-30 Sources 1
NewsTechnicalStatisticsFinanceInventory
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart the minePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / copper grades declinedDomain Adj. (Confidence +Medium) / Source domain: mining.com
South Korea, Chile sign five MOUs, deepen lithium and copper cooperation
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-30 Sources 1
TechnicalStatisticsFinanceCritical MineralsInventory
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Vale posts profit fall, lifts base metals outlook and unveils buyback
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-30 Sources 1
StatisticsMarketsFinanceTop CompaniesCorporate
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Anglo American CEO to lead combined Anglo Teck group
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-30 Sources 1
NewsStatisticsFinanceCareersTop Companies
M&A / Partnership (Direction →, Strength +Medium) / mergerDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price jumps on tightening supply, mining stocks rally
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-07-30 Sources 1
TechnicalMarketsFinanceGeopoliticsInventory
Inventory Build (Direction ↓↓, Strength +Strong, Confidence +Medium) / stocks rally Copper climbInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / inventories have fallPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpDomain Adj. (Confidence +Medium) / Source domain: mining.com
Anglo American first-half loss shrinks, lifts dividend as Teck merger awaits approval
Negative ↓Direction ↓ / Strength Strong / Confidence Medium
Date 2026-07-30 Sources 1
StatisticsMarketsTop CompaniesCorporateInventory
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / writedownCorporate Loss (Direction ↓, Strength +Medium) / reported a first-half lossM&A / Partnership (Direction →, Strength +Medium) / mergerAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chilean officials send mixed signals on private capital in Codelco
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-30 Sources 1
StatisticsMarketsGeopoliticsTop CompaniesInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Rio Tinto CEO sees shift in lithium demand from grid storage
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-29 Sources 1
Top CompaniesBattery MetalsInventorySupply & DemandInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
South32 breaks decade-long US permit curse at Arizona project
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-29 Sources 1
Supply & DemandTechnicalFinanceInventoryMarkets
EV Demand Up (Direction ↑↑, Strength +Strong) / demand for batteryCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
First Quantum adds 1,000 jobs as Cobre Panama restart nears
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-29 Sources 1
StatisticsSupply & DemandPolicyInventoryFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Glencore’s copper output up 15%, sees strong $3.3B marketing EBIT
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-29 Sources 1
StatisticsSupply & DemandPolicyTop CompaniesFinance
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / export restrictPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper output upM&A / Partnership (Direction →, Strength +Medium) / mergerDomain Adj. (Confidence +Medium) / Source domain: mining.com
Evolution to buy copper-gold miner Carnaby in $149M deal
Negative ↓Direction ↓ / Strength Medium / Confidence Medium
Date 2026-07-28 Sources 1
MarketsIndustrial DemandInventoryFinanceSupply & Demand
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / increase copper productionM&A / Partnership (Direction →, Strength +Medium) / acquisitionAnalyst Opinion Adj. (Confidence -Medium) / analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chile’s deadly storm adds growing pressure to copper prices
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-28 Sources 1
MarketsTechnicalInventoryFinanceSupply & Demand
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / Mining (TSX: LUN) suspendDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rio Tinto posts highest first-half earnings in four years as data centre boom boosts copper
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-28 Sources 1
Top CompaniesMarketsTechnicalInventoryFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Codelco rules out meeting copper goals as it faces tough year
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-28 Sources 1
Top CompaniesFinanceIndustrial DemandSupply & DemandStatistics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soaringDomain Adj. (Confidence +Medium) / Source domain: mining.com
Zambia bets on pan-Africa metals exchange to boost mining wealth
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-28 Sources 1
MarketsIndustrial DemandFinanceSupply & DemandInvestment Flows
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / restrict exportM&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
Quebec selects Troilus for accelerated permitting stream
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-27 Sources 1
NewsSupply & DemandRegulatory IssuesPolicyCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart operationDomain Adj. (Confidence +Medium) / Source domain: mining.com
Prins says gold still headed to $6,000 despite selloff
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-27 Sources 1
GeopoliticsIndustrial DemandMarketsSupply & DemandPolicy
China Stimulus (Direction ↑↑, Strength +Strong) / China's decades-long investPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / back abovePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: Copper supply gap — good news on borrowed time
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-27 Sources 1
GeopoliticsNewsSupply & DemandPolicyStatistics
Supply Deficit (Direction ↑↑, Strength +Strong, Confidence +Medium) / supply gapCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / Critical MineralsAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Lundin says Chile mine restart after storm may take 2-3 weeks
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-27 Sources 1
Top CompaniesSupply & DemandCorporatePolicy
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart operationTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com