MetalsVisionPrecious Metals News Sentiment & Macro Analysis

by tas
GoldSilverPlatinumPalladiumLithiumCopperUraniumDiamondGeneralResources日本語

CopperTopics

2757 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 |
Falco lifts Quebec gold-zinc project value to $2.4B
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-06-18 Sources 1
ExplorationInventoryCorporatePolicyIndustrial Demand
M&A / Partnership (Direction →, Strength +Medium) / offtake agreementDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rio Tinto’s Oyu Tolgoi resumes exports after Mongolia blockade
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-06-18 Sources 1
CorporatePolicyIndustrial DemandFinanceSupply & Demand
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mine blocked: protesters haltDiscovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / expand copper productionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Ganfeng, Lithium Argentina seek a third investor for lithium project
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-06-18 Sources 1
InventoryCorporatePolicyIndustrial DemandFinance
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Column: Sky’s the limit for investors seeking some copper action
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-06-18 Sources 1
InventoryCorporateMarketsFinanceTechnical
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralDomain Adj. (Confidence +Medium) / Source domain: mining.com
Congo miners seek delay to 5% worker equity rule before July deadline
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-06-18 Sources 1
CorporatePolicyFinanceInvestment FlowsTop Companies
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rio Tinto’s copper mine blocked: protesters halt Oyu Tolgoi exports
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-17 Sources 1
MarketsInvestment FlowsSupply & DemandIndustrial DemandCritical Minerals
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mine blocked: protesters haltDomain Adj. (Confidence +Medium) / Source domain: mining.com
Kenya, US close in on critical minerals deal
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-06-17 Sources 1
Investment FlowsCritical MineralsFinanceGeopoliticsCorporate
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / large untapped depositCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Papua New Guinea miner loses bid to revive Panguna copper project
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-06-17 Sources 1
PolicyRegulatory IssuesGeopoliticsCorporateStatistics
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mining profits led to the mine’s closureSubsidy / Tax Credit (Direction ↑, Strength +Medium, Confidence +Medium) / mining lease has been grantDomain Adj. (Confidence +Medium) / Source domain: mining.com
Hudbay Minerals breaks ground at Copper Mountain mine expansion
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-17 Sources 1
InventoryPolicySupply & DemandNewsTechnical
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
LME issues notice on warranting of Russian-origin copper, cobalt in EU
Positive ↑Direction ↑ / Strength Medium / Confidence Medium
Date 2026-06-17 Sources 1
PolicyInvestment FlowsRegulatory IssuesFinanceGeopolitics
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Antofagasta seeks to link ore sales to spot market
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-17 Sources 1
InventoryMarketsSupply & DemandTop CompaniesFinance
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP to sell $1.5B Chile power lines in copper-first pivot
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-17 Sources 1
MarketsSuppliers & EquipmentPolicyInvestment FlowsSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Kristi Noem joins British Columbia copper junior in advisory role
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-17 Sources 1
PolicyInvestment FlowsFinanceTechnicalCareers
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralDomain Adj. (Confidence +Medium) / Source domain: mining.com
China’s copper smelters band together to strengthen hand in talks with miners
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-17 Sources 1
MarketsInvestment FlowsSupply & DemandFinanceCorporate
Rumor / Speculation Penalty (Confidence -Very High) / source saidDomain Adj. (Confidence +Medium) / Source domain: mining.com
Poland bets on copper boom as Lumina eyes new mines
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-16 Sources 1
StatisticsInvestment FlowsSupply & DemandIndustrial DemandFinance
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
India, ASEAN steel demand to offset China slowdown – Rio Tinto
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-16 Sources 1
Investment FlowsSupply & DemandFinanceCorporateTop Companies
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Congo, Belgium agree on transfer of colonial-era geological records
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-06-16 Sources 1
StatisticsInvestment FlowsIndustrial DemandFinanceCorporate
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / new mineral depositCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / Financial TimesRumor / Speculation Penalty (Confidence -Very High) / reportedlyDomain Adj. (Confidence +Medium) / Source domain: mining.com
Argentina approves $9.7B Vicuna mine development for tax break scheme
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-16 Sources 1
Investment FlowsFinanceCorporateTop CompaniesPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Codelco production audit expected to be published in September, Cochilco head says
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-16 Sources 1
StatisticsRegulatory IssuesSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
AbraSilver’s copper-gold results suggest district scale potential at La Coipita
Negative ↓Direction ↓ / Strength Medium / Confidence High
Date 2026-06-15 Sources 1
Investment FlowsExplorationGeopoliticsPolicyFinance
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / new, shallower discoveryM&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com